Mt. Lucas Management Employee Directory
Investment ManagementPennsylvania, United States11-50 Employees
Mt. Lucas Management is a midsize investment management firm based in Newtown, Pennsylvania, serving institutional and high-net-worth clients since 1986. The company offers a mix of actively managed strategies and proprietary passive indices, with a commitment to diversification, liquidity, risk management, and transparency. Mt. Lucas Management provides three distinct strategies: MLM Macro-Peak, a global macro program blending quantitative and discretionary trading across major asset classes; MLM Index, a diversified futures index strategy that serves as an investable benchmark for managed futures; and MLM Focused Equity, which selects large-cap S&P 500 stocks using value and momentum criteria. Within each approach, Mt. Lucas offers customized funds and programs designed to align with client objectives.