The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire: LoCorr Funds
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.

LoCorr Fund Management
261 School Avenue
4th Floor
Excelsior, MN  55331
Google Maps

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:
    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.
    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
    9/7/2023 Baird Bets On a Liquid Alts Shop, And ... MFWire.com
    8/18/2023 KraneShares' Flows Rebound By $1B MFWire.com
    7/24/2023 Simplify's Inflows Jump Tenfold MFWire.com
    1/23/2023 Catalyst Leads With $2.2B MFWire.com
    12/20/2022 A Liquid Alts Shop Leads With $196MM MFWire.com
    11/17/2022 An ETF Shop Leads For Seven Months and Counting MFWire.com
    10/25/2022 Net Active Flows Worsen By $67B MFWire.com
    10/20/2022 Nine Months, $3.43B of Inflows MFWire.com
    8/17/2022 Small Firms' Net Flows Worsen By $4B MFWire.com
    7/22/2022 Innovator Threepeats, With $392MM In Inflows MFWire.com
    6/16/2022 Innovator Repeats, Yet Small Firms' Outflows Double MFWire.com
    5/24/2022 Innovator Leads As Small Firms' Outflows Fall 23 Percent MFWire.com
    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
     News Archives
    2024: Q2Q1
    2023: Q4Q3Q2Q1
    2022: Q4Q3Q2Q1
    2021: Q4Q3Q2Q1
    2020: Q4Q3Q2Q1
    2019: Q4Q3Q2Q1
    2018: Q4Q3Q2Q1
    2017: Q4Q3Q2Q1
    2016: Q4Q3Q2Q1
    2015: Q4Q3Q2Q1
    2014: Q4Q3Q2Q1
    2013: Q4Q3Q2Q1
    2012: Q4Q3Q2Q1
    2011: Q4Q3Q2Q1
    2010: Q4Q3Q2Q1
    2009: Q4Q3Q2Q1
    2008: Q4Q3Q2Q1
    2007: Q4Q3Q2Q1
    2006: Q4Q3Q2Q1
    2005: Q4Q3Q2Q1
    2004: Q4Q3Q2Q1
    2003: Q4Q3Q2Q1
    2002: Q4Q3Q2Q1
     Subscribe via RSS:
    Raw XML
    Add to My Yahoo!
    follow us in feedly

    ©All rights reserved to InvestmentWires, Inc. 1997-2024
    14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
    Privacy Policy :: Terms of Use