LAKE OSWEGO, Ore.–(BUSINESS WIRE)–#bitcoin—Leavenworth Capital, Inc. is proud to announce its launch as an asset management firm specializing in cryptoassets aimed at serving individuals, RIA’s, financial advisors and institutional investors seeking an actively managed cryptocurrency strategy. Leavenworth Capital claims compliance with the Global Investment Performance Standards (GIPS®)1. Leavenworth’s flagship strategy, the Leavenworth Digital Growth Strategy, was incepted in 2020, and is one of the earliest adopters of GIPS in the cryptoassets space, a globally recognized framework for performance measurement and presentation.
With over 25 years of combined experience in the financial services and technology sectors, Leavenworth designs, develops, and manages institutional-grade separately managed accounts (SMA’s) that invest in cryptoassets, including Bitcoin. Equipped with a team of experienced and knowledgeable investment professionals, the firm understands the intersection of cryptoassets, blockchain and asset allocation, which allows Leavenworth to work alongside individuals and investment professionals with the collective goal of adding diversification and providing strong risk-adjusted returns for client portfolios over the long term.
Jack Shepherd, Leavenworth’s founder and CEO, brings a wealth of industry knowledge to the new venture, having previously worked at Thornburg Investment Management, Deutsche Bank, and Jensen Investment Management. Most recently he was a Vice President at Transamerica.
In his new role, he will oversee the strategic leadership and overall management of the firm.
“We are excited to offer the industry’s first actively-managed cryptoasset strategy for investment professionals at a time when the majority of solutions available are passively managed, one-size-fits-all Bitcoin-only funds,” says Shepherd. “The Leavenworth Digital Growth Strategy is a strategy that isn’t trying to exclusively hold Bitcoin, but instead aims to beat Bitcoin.”
The firm’s investment team is led by Ranjan Grover, Chief Investment Officer and Portfolio Manager for Leavenworth Capital. He has a PhD in Optical Sciences from the University of Arizona and has a 14-year career in the high technology industry. Ranjan brings a deep understanding of blockchain technology and its use cases in financial services and portfolio construction.
Actively managed comprehensive cryptocurrency funds are extremely rare in today’s investment climate and with most investment vehicles offered today, their clients don’t actually own the underlying asset.
“The phrase, ‘Not your keys, not your coins’ is one of the more commonly used expressions in the nascent world of cryptocurrencies,” says Grover. “By utilizing our investment strategy our clients actually own the underlying assets, meaning they have the option to own their own private keys. In a world where there are only 21 million Bitcoin with about 18.75M in circulation, we believe that individuals should own their cryptocurrencies and not just have an investment in an ETF or a closed-end fund.”
Having rights to your keys gives investors the option to take their assets and put them in cold storage without having a taxable liquidation. It also allows investors to pursue other yield opportunities such as cryptoloans where you use your crypto as collateral.
Led by Grover, Leavenworth Capital has developed the ability to provide clients with investment solutions that aim to generate attractive risk-adjusted returns using the firm’s four-step investment process.
“The LDGS Investment Process ensures that we stick to a predictable method. Only those cryptos that meet our strict investment criteria shall be considered for inclusion into our portfolio. As the cryptocurrency world evolves, our model will adapt and give us a good understanding of the current crypto marketplace and we will be ready to act so alpha generative investment opportunities aren’t overlooked,” says Grover.
The safety and security of client assets is Leavenworth Capital’s number one priority. To keep clients’ investments safe as the emerging crypto markets develop, Leavenworth Capital partners with the industry’s leading institutional grade custodians. Leavenworth Capital utilizes Gemini as its custodian. Gemini is a fiduciary and qualified custodian under New York Banking Law and is licensed by the State of New York to custody digital assets. Gemini Custody™ is regularly audited and subject to the capital reserve requirements and compliance standards of a traditional financial institution.
With industry leading multi-layer protection protocols in place, Leavenworth clients can have the peace of mind that the existing security measures that are being taken care of at the highest levels of the US Governments Security Ratings.
“With more and more crypto asset products in circulation and a number of other investment products awaiting approval, as one of the first asset managers in this space, we feel honored to be a part of this important digital transformation,” says Shepherd.
Leavenworth Capital, Inc. is an employee-owned investment boutique that manages crypto assets for individuals, institutions, RIA’s & financial advisors. Leavenworth’s clients range from industry experts to those just beginning to explore the asset class. The firm was built to manage the digital asset portion of investment portfolios. With over 25 years of combined experience in the financial services and technology sectors, Leavenworth designs, develops and manages institutional-grade SMA’s that invest in crypto assets including Bitcoin. The team of experienced and knowledgeable investment professionals understand the intersection of crypto assets, blockchain and asset allocation which allows Leavenworth to help its clients navigate the cryptoasset world one portfolio at a time.
To receive additional information regarding Leavenworth Capital, including GIPS-compliant performance information for Leavenworth Capital’s strategies and products, contact Jack Shepherd at 503.607.7090 or write Leavenworth Capital, 525 3rd Street, Lake Oswego, OR 97034 or [email protected].
GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.
1 GIPS® is a registered trademark of CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.