Lafayette Capital Management runs a market neutral fundamental global equity strategy focused on the financial services sector. Lafayette Capital deploys a well-defined and repeatable investment process built and refined over three decades by the portfolio manager and his research team.  The team refers to their underlying investment philosophy as Prudent Contrarian, which essentially means that they are constantly seeking out well-timed investments with a high degree of asymmetrical return while keeping a high degree of diversification across regions, sub-industries, and time horizons.
The investment process deployed by Lafayette's seasoned team is centered on idea generation and buy or sell signals which are both fundamental as well as technical in nature.  Deep-dive fundamental macroeconomic and equity research on the themes and stock-specific ideas seeks to create very differentiated investment "equity stories" with a clear path of future news flow and milestones which will drive investment returns over periods ranging from one to twelve quarters.  The resultant portfolio is composed of 15-25 long investments and 25-35 short investments with less than 10% net exposure and non-factor exposure well over 75%. These characteristics lead to investment performance which is much less volatile and generally uncorrelated to global equity markets. To continuously manage risk and enhance returns the investment manager takes a very active approach to trading core positions with the help of valuable input from the research team and additional insight from three global equity traders on the investment platform which Lafayette uses.
Lafayette's research and business development team is highly experienced, each team member has well over two decades of experience in global equity markets. 
John Bargelletti, Portfolio Manager 
Chris Bourdain, Research Analyst, all Cap Equity Specialist
Christina Ferri, Business Development and Research Analyst


Lafayette Capital Management

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Lafayette Capital Management

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