LONGEVITY LINKED INVESTMENTS

Overview
Launched late-2018, LotusGroup Capital’s longevity investment strategy delivers uncorrelated, low volatility returns AND meaningful income. Invested in the asset class for nearly a decade, LotusGroup has organically grown the dedicated investment team, strategy, and institutional client base.
Doing the work. Managing longevity linked assets differently.
LotusGroup Capital combines industry veterans with fresh analytical thinking with a repeatable process to target consistent and predictable outcomes. Our team has built an effective supply-chain of partnerships that maximize capital partner risk-adjusted results. Conservative underwriting is combined with creative problem solving to source and manage our growing, seasoned portfolio.
Why life settlement strategies are additive to most investor portfolios:
  • Portfolio diversification Adding Life Settlements to an existing portfolio should improve risk adjusted returns
  • Uncorrelated Asset Class
    The asset class is wonderfully uncorrelated to global public markets, real estate, commodity, and currency markets.
  • Low volatility With a prudent approach, life settlements are a low volatility asset class
  • The asset class is both capacity constrained and inefficient. Both traits are attractive to managers less interested in “Beta””
  • Life settlements are non-callable, self-liquidating assets
  • Potential for high Sharpe Ratios
  • Offers meaningful yield
  • Limited credit risk
  • Most life insurance owners/insureds eventually lapse their policies
  • Secondary market A decreasing “Education Gap” will increase secondary market opportunities for sellers and buyers

Contact Us

We look forward to meeting you.

1005 S. Gaylord Street, First Floor 
Denver, Colorado, 80209
Phone: 720.593.9861

LotusGroup Capital (“LGC”)
Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell, the securities mentioned herein. Every investor’s situation is unique. You should consider your investment goals, risk tolerance and time horizon and contact your financial advisor or investment advisor representative regarding your particular situation before making any investment.

Securities are offered through Britehorn Securities, a registered broker-dealer, member FINRA / SIPC 1401 Lawrence Street, Suite 1600, Denver, CO 80202 USA. 720-465-5305. Britehorn Securities and LotusGroup Capital LLC are not affiliated entities.

 
LGC does not provide tax or legal advice and may transact business and/or respond to inquiries only in state(s) in which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state.
 
Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions not addressed on this site. LGC does not provide tax or legal advice and does not represent in any manner that the outcomes described herein will result in any particular tax or legal consequence. Before making any investment or hiring any investment manager, investors should consult with an investment professional, legal, tax, or another advisor as necessary to aid in due diligence as proper for their situation and to decide the suitability of the risk associated with any investment. Investors must make their own financial and planning decisions based on their specific due diligence, investment objectives, financial, and individual circumstances. Past performance is no guarantee of future results, and any expected returns or hypothetical projections may not reflect actual future performance. There can be no assurance that any projected or actual performance shown herein will lead to the expected results shown or perform in any predictable manner. It should not be assumed that investors will experience returns in the future, if any, comparable to those shown or any or all of LotusGroup’s clients experienced such returns.