Light Macro Capital provides investment management services using a quantitative and qualitative macroeconomic strategy. The firm focuses on Developed Market sovereign bonds, utilizing exchange-traded sovereign bond futures and spot foreign exchange. Light Macro Capital employs a single, concentrated investment strategy across all client accounts, targeting relative value opportunities without tailoring individual client portfolios. Services are managed by sole investment professional Michael J. Casper.
Assets Under Management$9.1M
Clients2
Advisors1
Avg. per Client$4.6M
Avg. per Advisor$9.1M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to the 1% annual management fee, Light Macro Capital charges a 20% annual incentive fee on net profits, subject to a high watermark.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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