Our Firm

We are committed to assisting our clients, employees, shareholders, and communities in achieving financial security, financial mobility, and financial freedom.

About Us

LeadNorth LTD is an investment advisory and portfolio management firm providing institutional and qualified individual investors with a premier range of investment management, financial advisory, and investor services.

LeadNorth's core strategy is to create long-term value by investing in leading independent active portfolio managers, through a proven partnership approach, and allocating resources across the Company's unique opportunity set to the areas of highest growth and return.

We seek to optimise our portfolios by adjusting the percentage of each asset class with reference to the investor’s risk tolerance, goals and investment time horizon, as well as the portfolio's strengths, weaknesses, opportunities and challenges at any given time. 

Corporate Mission

Our goal is to be a leading player in the investment management industry recognised for its high standards of ethical and technical practise, as well as dedication to improving stakeholders' interests.

Long-Term Vision

Our vision is to provide professional and innovative portfolio management and consulting services that are at the forefront of the market, while continually fulfilling our clients' performance and service demands.

The Principles that Matter Most

LeadNorth's leadership is committed to maintaining our culture of putting clients first and holding our people and practices to the highest standards.

Our Advantages

LeadNorth's sole focus has been on providing better, consistent performance for medium-term and long-term investors through high-conviction portfolios, thorough research, and individual accountability.

Highly Dedicated Team

Our Portfolio Managers are highly experienced and devoted to align clients’ values and objectives by combining comprehensive portfolio solutions, with active ownership, in order to provide best investment results.

Singular Focus on Investment Management 

Our ultimate focus is to increase our clients' investment returns, along with our aim of surpassing their investment and service expectations.

Sophisticated & Rigorous Research Oriented

We consistently employ extensive quantitative and technical research in optimizing all the portfolio under management. All investment process are data driven and base on rigorous proprietary research.

Dynamic & Diversity Culture

We strongly evocate diversity of thoughts, healthy debate and the free exchange of ideas in all investment decision making.

Investment Planning
Investment Advisory
Portfolio Management Services
Portfolio Management

Disclaimer
This website is strictly intended for informational purposes only, and does not constitute an offer to sell or a solicitation of an offer to buy any security or investment or advisory service, or a recommendation of any such security or service, that may be referenced on or through this site. No representation is given that the securities, products, or services discussed on, or accessible through, this site are suitable for any particular investor. You acknowledge that the provision of any information through this website shall not constitute or be considered investment advice. This website should not be considered as communicating any invitation or inducement to engage in investment activity in any jurisdiction and shall not be transmitted, disclosed, copied or relied upon by any person for whatever purpose, and is also not intended for distribution to, or use by, any person in any country where such distribution or use would be contrary to its laws or regulations.

All content and opinions expressed are subject to change without notice. Any forecasts, figures, opinions or investment techniques and strategies set out are for informational purposes only, based on certain assumptions and current market conditions and are subject to change without prior notice. Although every reasonable care has been taken to ensure the accuracy, completeness and objectivity of the information contained in this material, no representation or warranty, whether express or implied, as to its accuracy, completeness and objectivity and accept no responsibility or liability relating to any losses or damages howsoever suffered by any person arising from any reliance on the views expressed or information in this material.

Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. Asset allocation and diversification does not guarantee investment returns and does not eliminate the risk of loss. Both past performance and yields are not reliable indicators of current and future results. Please consult your own professional advisors about the suitability of any investment product/securities/ instruments for your investment objectives, financial situation and particular needs. 

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