Coca-Cola Enterprises Inc. Selects San Diego's LM Capital Group LLC to Manage $15 Million Institutional Investment.Business Editors LM Capital Group LLC (Logical Link Control) See "LANs" under data link protocol. LLC - Logical Link Control , a leading San Diego-based fixed income investment manager for institutional clients, today announced that it has been selected by Coca-Cola Enterprises Coca-Cola Enterprises NYSE: CCE is the largest bottler by volume in the Coca-Cola System. It is the anchor bottler for North America and parts of Europe. The company is the bottler of Coca-Cola and its other soft drink products, and in some areas a few other soft drink Inc. to manage $15 million in its Opportunistic Core fixed income strategy. According to according to prep. 1. As stated or indicated by; on the authority of: according to historians. 2. In keeping with: according to instructions. 3. LM Capital's Managing Director John Chalker, the firm's Opportunistic Core fixed Income strategy utilizes a long-term macro-economic, fundamental investment analysis approach incorporating Global Scenario Planning Scenario planning or Scenario thinking is a strategic planning method that some organizations use to make flexible long-term plans. It is in large part an adaptation and generalization of classic methods used by military intelligence. to assemble a concentrated fixed income portfolio representing the most attractive fixed income investment opportunities. "We are very excited about this new client relationship with Coca-Cola Enterprises, the world's largest marketer, producer and distributor of products of The Coca-Cola Company," said Chalker. "The addition of Coca-Cola Enterprises not only strengthens our impressive list of institutional clients, but it also recognizes our unique investment process that emphasizes a global, fixed-income investment approach." Chalker said Opportunistic Core fixed income portfolios generally consist of 20-30 securities with a maximum of 10 years maturity and are comprised of Treasuries, agencies, investment grade (A/A A/A As Above A/A Answers All (swapping) A/A Air-to-Air A/A Angle of Attack A/A Acquisition Authority A/A Autoanswer A/A Analysis of Accounts A/A Attack Assessment A/A Analyst-to-Analyst A/A Advice of Allotment 2min or better) corporate issues and may include mortgage backed securities. Additionally, LM Capital can invest a maximum of 30 percent of the portfolio in non-dollar denominated debt of sovereign and corporate issues (AA-/Aa3 min) from industrialized in·dus·tri·al·ize v. in·dus·tri·al·ized, in·dus·tri·al·iz·ing, in·dus·tri·al·iz·es v.tr. 1. To develop industry in (a country or society, for example). 2. nations and U.S. dollar denominated debt of sovereign and corporate issues from developing (emerging) countries. In addition to the Opportunistic Core product, LM Capital offers Active Core, Intermediate-term and Short-term domestic fixed income strategies, as well as an Emerging Markets Debt product. About LM Capital Group LM Capital Group LLC is a San Diego-based independent investment advisory firm registered under the Investment Advisors Investment Advisor 1. A person making investment recommendations in return for a flat fee or percentage of assets managed, known as a commission. 2. For mutual fund companies, it is the individual who has the day-to-day responsibility of investing and monitoring the cash and Act of 1940. The firm was founded in 1989 by Luis Maizel and John Chalker to provide fixed income investment services to institutional investors and is employed by public agencies, corporations and foundations. LM Capital Group LLC manages approximately $1.1 billion in five fixed income products: short-term, intermediate-term, active core, opportunistic core (core plus) and emerging markets debt. For more information on LM Capital Group, visit www.lmcapital.com. |
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