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MFWire: LoCorr Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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LoCorr Fund Management
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

  • Background:
    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.
    Sponsored Opportunities



    Key People:
    Kevin Kinzie
    CEO, Octavus Group / LoCorr Fund Management / LoCorr Distributors / Steben & Company
    Jon Essen
    COO, LoCorr Fund Management
    Story Archive for LoCorr Fund Management
    Published On Story Headline Publication
    4/20/2022 11 Years In, a Midwestern Firm Crosses a Milestone MFWire.com
    2/1/2022 10 Years, 5 Stars, $937.5MM In AUM MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    9/6/2019 A LoCorr Alum Joins Thrivent MFWire.com
    3/8/2019 T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham MFWire.com
    11/29/2018 After Hiring on the West Coast, a Midwestern Entrepreneur Keeps Hunting MFWire.com
    11/16/2018 Kinzie Hires an Internal Sales Manager MFWire.com
    10/12/2018 A British EM Specialist Leads MFWire.com
    6/1/2018 A Liquid Alts Shop Roared In April MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    11/29/2017 Global X Tops Inflows Twice in a Row MFWire.com
    10/3/2017 Credit Suisse and ETC Had a Big Month MFWire.com
    8/24/2017 ETC Breaks $1B and Nationwide Shines MFWire.com
    7/12/2017 A $2.2 B Fund Firm's Distro Expansion Continues MFWire.com
    5/10/2017 The New Fund Fuss - May 11, 2017 MFWire.com
    3/24/2017 Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham MFWire.com
    3/31/2016 A Garden State Alt Income Subadvisor Merges MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    3/17/2015 A Liquid Alts Shop Adds 3 Wholesalers, Hunts For 3 More MFWire.com
    11/18/2013 Highland's Ross Revs Up Hiring with a Sales Manager MFWire.com
    2/8/2013 Stork and Reaper for The Week of February 4, 2013 MFWire.com
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