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LoCorr Funds
LoCorr Funds launched in 2005 out of Excelsior, Minnesota, founded to offer investors access to strategies that generate returns largely independent of...
LoCorr Funds
LoCorr Funds launched in 2005 out of Excelsior, Minnesota, founded to offer investors access to strategies that generate returns largely independent of equity and bond markets. The firm operates as a manager-of-managers, sub-advising its mutual funds through external third-party managers rather than running a central investment team. The firm's core product line includes seven mutual funds — Dynamic Opportunity Fund, Hedged Core Fund, Long/Short Commodities Strategy Fund, Macro Strategies Fund, Market Trend Fund, Spectrum Income Fund, and Strategic Allocation Fund — plus a private fund for accredited investors. Each fund targets low correlation to the S&P 500 and Bloomberg Aggregate Bond Index. The Market Trend Fund, for example, uses a quantitative macro strategy to take long and short positions across global futures. Confirmed sub-advisors have not been named publicly. Geographic exposure is global through futures markets and commodity contracts, though the firm's investor base and regulatory footprint are entirely US. LoCorr does not publicly disclose AUM or the size of its professional team. Its website lists no named principals or executive team bios. The firm is distributed by Quasar Distributors, LLC and offers blended sleeves — Hedged Core, Hedged Growth, Hedged Income — that combine multiple funds into a single allocation suitable for financial advisors building model portfolios. The firm's press release archive and executive team page are both empty of named individuals as of May 2025. What distinguishes LoCorr is its singular product architecture: a mutual fund family that acts as an alts accession platform for RIAs and broker-dealers who cannot or will not deploy into private funds, drawdown structures, or separate accounts. By packaging managed futures, long/short equities, and alternative income into daily-liquidity mutual funds, LoCorr gives advisors a compliance-friendly way to build a low-correlation sleeve without separate legal or operational plumbing.
General information
Firm type
Fund of Funds Manager
Year founded
2005
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Excelsior
Corporate office
Excelsior, MN, United States
Sector focus
Frequently asked questions
Who runs investment decisions at LoCorr Funds?
LoCorr Funds does not publicly name its portfolio managers or executive team. The firm's website lists no named principals or investment committee members. Its investment decisions are executed by third-party sub-advisors under the LoCorr fund umbrella.
How does LoCorr source its sub-advisors?
LoCorr operates as a manager-of-managers. It selects external investment managers to run each mutual fund strategy — including managed futures, long/short equity, and trend following. The firm does not disclose its sub-advisor selection process or the names of current sub-advisors publicly.
Is LoCorr structured as a single family office or an asset manager?
LoCorr Funds is registered as an asset manager, not a family office. It offers mutual funds and private funds to external investors. Its website describes the firm as 'a leader in delivering strategies that provide diversification to traditional investments for 20 years.'
Does LoCorr participate in fund commitments or only direct deals?
LoCorr is exclusively a fund-of-funds and mutual fund sponsor. It does not make direct investments. All its capital deployment occurs through its publicly offered mutual funds and its private fund for accredited investors.
What investment stages does LoCorr target?
LoCorr does not target private company stages. Its strategies focus on liquid public markets: global futures, commodities, equities, and fixed income. The firm's funds are designed to be held as portfolio sleeves alongside traditional stock and bond allocations.
Which sectors does LoCorr explicitly avoid?
LoCorr does not invest in private equity, venture capital, real estate, or infrastructure. Its entire product line is built around liquid alternative strategies such as managed futures, long/short commodities, trend following, and alternative income.
Does LoCorr maintain philanthropic structures?
LoCorr Funds does not publicly disclose any philanthropic foundation or charitable vehicle. The firm's website and regulatory filings contain no reference to a separate philanthropic entity.
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