Lighthouse Canton Asset Management

Our goal is to offer a diversified array of strategies which deliver consistently strong risk-adjusted returns across different market cycles.

Strategy Selection

We place a lot of importance on selecting the right strategies – those that can be trusted by our clients to provide strong risk-adjusted returns that can stand the test of time through multiple market cycles.

With that in mind, we are diligent in our research on the market and industry trends. The managers we partner with are highly experienced with over a decade of investment experience each and have a clearly articulated strategy, disciplined approach to investment, strong risk management and most importantly, an investment philosophy that aligns with ours.

Strong Supporting Framework

Our fund managers are empowered by a robust infrastructure that includes competent Operations and Compliance teams, high quality trading facilities and connectivity to top tier counterparties.

We implement stringent corporate governance standards and risk management processes to ensure that client interests are protected. We ensure alignment of interests between Investors, Portfolio Managers and Principals of our firm through personal capital investment and design of fee structures.

Headline Figures

Funds Managed:

6

Investment Professionals:

15+

Average Investment Team Experience:

20 years

Our Funds

SageOne India Growth Fund

India dedicated Long-Only Equities Fund

An open-ended Fund that offers an investment opportunity to a thriving emerging economy through businesses poised for strong, long-term growth.

  • Invests in companies with high structural growth, high profitability and quality management.
  • Focuses primarily on small & mid-cap companies listed on the Indian exchanges, with majority of the portfolio in the US$250mn to US$4bn market cap range.
  • Holds a high conviction portfolio of between 12-20 high growth stocks across multiple sectors.
  • Implements a Buy & Hold discipline based on a multi-year view, with a low turnover.
  • Advised by a reputed India-based advisory team led by a seasoned Portfolio Manager in India with a proven 10-year track record.

LC Beacon Global Fund

Global Macro Fund

An open-ended Fund that aims to offer steady returns with minimal downside primarily through its arbitrage and relative value strategies.

  • Implements a dual-strategy approach through its:
    • Treasury Book: Active Treasury Management Solution (ATMS) to generate steady accrual & arbitrage income.
    • Trading Book: Income generated from the Treasury Book used as risk capital for traditional macro strategies.
  • Is suitable for capital preservation due to its low volatility and limited downside risk.
  • Has a low correlation to equity and bond market.
  • Managed by an experienced team with over 30 years of combined experience in fixed income & currency markets in global investment banks where they held market making and proprietary trading roles.

LCM Global Growth Fund

Global Absolute Return Equity Fund

An open-ended Fund that aims to effectively capture long-term growth trajectory of quality companies globally.

  • Is fundamentally driven with a bottom-up approach to investing in global equities.
  • Invests in companies with strong profitability & fast asset growth supported by quality management, primarily in the mid & large cap companies. A majority of the companies in the portfolio have a minimum market cap of US$1bn.
  • Holds a diverse portfolio of about 50 high growth stocks across multiple sectors and regions.
  • Strategically shorts a select number of highly liquid, large cap stocks with the potential to add alpha, while minimizing downside risks.
  • Advised by an experienced US based investment advisor whose Portfolio Manager has over 20 years investment experience with a strong track record in reputable asset management firms.

LC Income Strategies Fund

Global Multi-Asset Income Fund

An open-ended Fund that aims to achieve equity like returns with fixed income like certainty. 

  • Earns two streams of uncorrelated income through equity options and bonds.
  • Equity Options Strategy : Earns income from shorting Put options on stocks which offer a good combination of quality and value, whilst fully hedging market risks by buying Put options on the broader country/sector indices.
  • Bond Strategy : Generates yield from a diversified basked of short-date investment grade bonds.

LCV Trade Finance Fund

Singapore-Focused Trade Finance Fund

An open-ended Fund that offers an effective alternative to fixed income. 

  • Invests in trade finance facilities in association with Validus Group, a Temasek investee company, who generate these facilities.
  • Finances Small and Medium Enterprises (SMEs) customarily supplying to Singapore-based Government-Linked Entities (GLEs) and good quality corporates.
  • Has a low credit risk due to short duration lending cycles averaging around 90 days.
  • Covered by insurance on 80% of the underlying portfolio loans with up to 90% capital protection.
  • Offers both SGD and hedged USD share class.

LC Core Opportunities Fund I & II

Real Estate Private Equity Fund

A closed-ended Real Estate Private Equity Fund that offers unique access to a leading Life Sciences & Pharma focused facilities in Genome Valley, Hyderabad with attractive yield and IRR potential.

  • Acquired the assets at attractive discount to market value resulting in double digit rental yield from stable long-term tenants.
  • Holds stable, attractive and rising yield assets with high potential IRRs.
  • Has low vacancy risks through long term leases to marquee global Multinational Corporations and large domestic Pharma companies with an escalation clause.
  • Has low sensitivity to economic cycles and high predictability of cash flows. 
Disclaimer

By using this website, you acknowledge that you have read, understood and agreed to these terms and conditions of use. Lighthouse Canton Pte Ltd reserves the right, at our discretion, to change, modify, add or remove portions of these terms at any time without notice. This website is created for informational purposes only and nothing contained in this website constitutes advisory services. In no event, shall this website constitute or be considered as an advice to invest in any specific investment or investment vehicle. The information contained in this website shall not be considered as legal, tax or other advice. You should obtain relevant and specific advice regarding legal, regulatory, tax and other regulations applicable to you before making any investment decision. Neither the information, nor any opinion contained in this website constitutes an offer or the solicitation of an offer by Lighthouse Canton Pte Ltd or any fund or other entity managed directly or indirectly by Lighthouse Canton Pte Ltd, to buy or sell any securities, futures, options or other financial instruments. Any such offer or solicitation may only be made pursuant to a confidential offering memorandum and only in jurisdictions in which such an offer or solicitation would be lawful. This website may contain forward-looking statements that reflect the current views of Lighthouse Canton Pte Ltd with respect to, among other things, future events and financial performance. Any forward-looking statements contained on this website are based upon the historical performance of us or that of our funds, and on our current plans, estimates and expectations. We make no representation, and it should not be assumed, that past investment performance is an indication of future results. Moreover, wherever there is the potential for profit there is also the possibility of loss. Certain of our strategies involve investments that are illiquid, are subject to a substantial risk of loss and are not suitable for many investors. The distribution of material on this website may be restricted by local law or regulation in certain jurisdictions. By accessing this site (www.Lighthouse-Canton.com) and any pages thereof, you are representing and warranting that the applicable laws and regulations of your jurisdiction allow you to access the information and that you have agreed to the conditions below. The information provided in or accessible through this website is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution or use would be contrary to law or regulation or which would subject Lighthouse Canton Pte Ltd to any registration or other requirement within such jurisdiction or country. Lighthouse Canton Pte Ltd reserves the right to limit access to the website to any person, geographic region or jurisdiction. This website is available in Singapore to Accredited and Institutional investors (as defined in Singapore and in the jurisdiction of the user) and in using this website the user warrants that they are an accredited or institutional investor as defined in the Securities and Futures Act (Cap 289) (“Accredited/Institutional Investors”)” of Singapore and will use the information contained in this website for informational purposes only. There is no intention to offer or sell products in countries or jurisdictions where such offer or sale would be unlawful under the relevant domestic law. The website is not directed in Singapore to any person who is not an Accredited/Institutional Investor or who is in any jurisdiction where the publication or availability of the website is prohibited, by reason of that person’s nationality, residence or otherwise. Persons under these restrictions or who are not Accredited/Institutional Investors must not access the website. Lighthouse Canton Pte Ltd does not represent or warrant the completeness or accuracy of information on this website nor that the server on which this website operates is entirely free from viruses or other malicious software. Lighthouse Canton Pte Ltd shall not be responsible for any claim, loss or damage arising from reliance on any information or in connection with the use of this website.

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