The upcoming visit to Melbourne later this month of Robert Levitt, Founder, Managing Member, Chief Investment Officer, Global Strategist and Portfolio Manager of US based Levitt Capital Management (LCM) has generated much interest with a number of business groups and financial service organisations keen to obtain a personal insight into his investment philosophy, process and service offering for high net worth (HNW) families.
Levitt's approach involves firstly identifying global trends, then the continents and countries that will be positively impacted.
This is then followed by an analysis of the industries and finally companies that will benefit.
The process is rounded off by Levitt
moving to the country and immersing himself for up to four months into the culture, literature and language of the countries identified as potential investment prospects.
In the ASEAN
and Indonesia are of particular interest to Levitt
as they represent the more advanced emerging markets seeking to break into the high income sector.
By living for extended periods in both countries, Levitt has obtained a more intimate understanding of their respective issues, challenges and opportunities they provide to the HNW investor.
will be in Melbourne from October 30 to November 1.
■ Robert Levitt, Leading Global Portfolio Manager for HNW Families to Visit Melbourne in October
Levitt Capital Management
, Boca Raton Florida, USA
Robert Levitt, Founder, Managing Member, Chief Investment Officer, Global Strategist and Portfolio Manager of US based Levitt Capital Management (LCM) will be visiting Melbourne from Thursday October 31 to Friday November 1 and will be available for media interviews and meetings.
Headquartered in Boca Raton Florida, LCM
is a boutique wealth management firm that specialises in designing and managing global portfolios for wealthy families around the world.
Since 2000, LCM
has engineered groundbreaking investment strategies that have enabled clients to achieve a fundamental goal: grow and preserve their wealth.
is responsible for LCM's strategic vision, research and trading decisions.
With intellectual independence, Levitt
brings vision to developing global themes and understanding their implications in a macroeconomic world.
has an uncommon ability to solicit information from corporate management, analysts, government officials and the "man in the street".