Loop Capital Asset Management

Loop Capital Asset Management – TCH, LLC (LCAM) is a registered investment adviser founded in 1985 and based in Miami, Florida. Specializing in fixed income investment management, LCAM primarily serves institutional clients such as retirement and pension accounts, government entities, trusts, estates, endowments, and foundations. The firm offers customized fixed income portfolio management solutions tailored to meet specific client objectives. Clients have the option to impose reasonable restrictions on account management, including specific securities or types of securities. As of December 31, 2024, LCAM managed approximately $9,850.2 million in discretionary assets under management across 84 client accounts. The firm's fee structure includes a tiered annual fee based on assets under management, with fees payable quarterly in arrears. LCAM's investment process is research-driven, focusing on relative value opportunities in the investment grade and high yield fixed income market. The firm emphasizes risk management, sector and security selection, and yield curve positioning while maintaining overall duration within a narrow band to the benchmark index. LCAM exercises full discretionary authority over client accounts, adhering to individual client investment guidelines and restrictions. The firm does not typically vote client proxies and does not maintain custody of client assets, which are held at custodians selected by each client. LCAM's Privacy Notice and Anti-Money Laundering policies are available upon request.