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MFWire: LoCorr Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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LoCorr Fund Management
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261 School Avenue
4th Floor
Excelsior, MN 55331
Google Maps
Contact
Main Phone: 952-513-8195
Web Site:
http://www.LoCorrFunds.com
Mutual Fund Brand(s)
LoCorr Funds
Research Links
SEC Fund Filings by CIK
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Background:
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On August 28, 2023, an employee-owned, Midwestern financial services firm, Baird, bought a minority stake of less than 25 percent in Octavus (LoCorr's parent). The deal gives Baird an option to increase its Octavus minority stake down the line, yet Octavus' founder remains his firm's biggest shareholder.
LoCorr Fund Management, LLC was founded in 2011 by Kevin Kinzie, former chief of Lincoln Financial's Richard Leahy Corporation. LoCorr is a liquid alts shop, with a mission to help investors boost returns and reduce risk by using alternative investments designed not to be highly correlated to traditional investments, such as stocks and bonds.
That year, the LoCorr team launched their first mutual fund, the LoCorr Managed Futures Strategy Fund, powered by a pair of subadvisors: Millburn Ridgefield for its managed futures strategy and Nuveen Asset Management for the fixed income portion of the fund.
LoCorr Fund Management, LoCorr Distributors, and sister company Steben & Company (an alternative asset manager launched back in 1989) are all subsidiaries of the Octavus Group, which Kinzie founded in 2003.
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Sponsored Opportunities
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Key People:
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Kevin Kinzie
CEO, Octavus Group / LoCorr Fund Management / LoCorr Distributors / Steben & Company | Jon Essen
COO, LoCorr Fund Management |
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Story Archive for LoCorr Fund Management
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Published On
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Story Headline
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Publication |
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2/4/2025
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Kinzie Unveils a 2-Strategy, 4-Subadvisor MF
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MFWire.com
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8/22/2024
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5 Familiar Subadvisors Power a New Minnesota Alt Fund
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MFWire.com
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7/16/2024
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In the Midwest, a Systematic Trend Fund Turns 10
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MFWire.com
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9/7/2023
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Baird Bets On a Liquid Alts Shop, And ...
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MFWire.com
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8/18/2023
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KraneShares' Flows Rebound By $1B
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MFWire.com
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7/24/2023
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Simplify's Inflows Jump Tenfold
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MFWire.com
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1/23/2023
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Catalyst Leads With $2.2B
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MFWire.com
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12/20/2022
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A Liquid Alts Shop Leads With $196MM
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MFWire.com
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11/17/2022
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An ETF Shop Leads For Seven Months and Counting
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MFWire.com
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10/25/2022
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Net Active Flows Worsen By $67B
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MFWire.com
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10/20/2022
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Nine Months, $3.43B of Inflows
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MFWire.com
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8/17/2022
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Small Firms' Net Flows Worsen By $4B
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MFWire.com
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7/22/2022
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Innovator Threepeats, With $392MM In Inflows
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MFWire.com
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6/16/2022
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Innovator Repeats, Yet Small Firms' Outflows Double
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MFWire.com
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5/24/2022
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Innovator Leads As Small Firms' Outflows Fall 23 Percent
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MFWire.com
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4/20/2022
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11 Years In, a Midwestern Firm Crosses a Milestone
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MFWire.com
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2/1/2022
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10 Years, 5 Stars, $937.5MM In AUM
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MFWire.com
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3/12/2021
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100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
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MFWire.com
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3/6/2020
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170 Fundsters Gather As 92 Fund Firms Win Big
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MFWire.com
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9/6/2019
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A LoCorr Alum Joins Thrivent
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MFWire.com
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3/8/2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
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MFWire.com
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11/29/2018
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After Hiring on the West Coast, a Midwestern Entrepreneur Keeps Hunting
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MFWire.com
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11/16/2018
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Kinzie Hires an Internal Sales Manager
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MFWire.com
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10/12/2018
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A British EM Specialist Leads
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MFWire.com
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6/1/2018
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A Liquid Alts Shop Roared In April
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MFWire.com
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2/28/2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
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MFWire.com
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11/29/2017
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Global X Tops Inflows Twice in a Row
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MFWire.com
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10/3/2017
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Credit Suisse and ETC Had a Big Month
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MFWire.com
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8/24/2017
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ETC Breaks $1B and Nationwide Shines
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MFWire.com
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7/12/2017
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A $2.2 B Fund Firm's Distro Expansion Continues
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MFWire.com
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5/10/2017
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The New Fund Fuss - May 11, 2017
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MFWire.com
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3/24/2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
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MFWire.com
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3/31/2016
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A Garden State Alt Income Subadvisor Merges
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MFWire.com
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3/23/2016
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101 Fund Families Win in Gotham
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MFWire.com
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3/17/2015
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A Liquid Alts Shop Adds 3 Wholesalers, Hunts For 3 More
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MFWire.com
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11/18/2013
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Highland's Ross Revs Up Hiring with a Sales Manager
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MFWire.com
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2/8/2013
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Stork and Reaper for The Week of February 4, 2013
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MFWire.com
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