Our Strategies.
We aim to provide you with investment products, services, and expertise that were previously out of reach to the individual investor, at a level of transparency unparalleled in the industry.
Benchmark is Legion's U.S. large cap growth strategy. Benchmark seeks to invest in equities of U.S. companies with a market capitalization greater than $10 billion.
The objective is to outperform the S&P 500 with a higher upside potential and a lower volatility.
14.41%
Annualized Returns*
0.75
Sharpe*
57.76%
Win Days*
-34.28%
Max Drawdown*
Tactical is Legion's active U.S. equities/bonds strategy. Tactical seeks to invest in U.S. equities and counter-cyclical alternative assets (such as bonds) with a dynamic weighting that changes based on an anticipated direction of the market for the upcoming period.
The objective is to avoid major crisis periods in the stock market while maintaining superior performance to that of buying and holding the market.
14.87%
Annualized Returns*
0.96
Sharpe*
56.65%
Win Days*
-20.23%
Max Drawdown*
Volatility is Legion's active volatility harvesting strategy. Volatility seeks to harvest the volatility risk premium by being short volatility in calm market periods and long volatility in turbulent periods.
The objective is to take advantage of the volatility of the stock market, especially during turbulent periods to generate a substantial return.
40.32%
Annualized Returns*
1.19
Sharpe*
60.11%
Win Days*
-30.17%
Max Drawdown*
Hedging
Hedging is built into each of Legion’s strategies and automatically deployed.
This gives our clients protection from tumultuous periods in the markets. You can read about the different hedging methods used in each of Legion's strategies by reading the factsheets.
Transparent Trade Activity.
Once you become an investor with Legion, each investment strategy will show you its trade activity so you can see the history of how your wealth is being managed.
We'll explain everything.
We believe that educated, informed investors will be successful investors.
Legion Investor Relations provides regular market updates and explains the macro influences on the algorithms at work in your portfolio.
If you have questions about the markets, ask us and we’ll answer through the Investor Questions section.
Legion's investing process.
Legion's quantitative investing uses computer algorithms to analyze enormous amounts of data in order to build predictive models of assets such as stocks.
Investing this way eliminates emotions from trading, and it is capable of uncovering opportunities at a speed and volume which cannot be achieved by a team of people.
Once a strategy is developed to the highest standards of scentific rigor, we make it available for you to invest in through the Legion App with just one click.
You're in good company. People who work here also invest with Legion.
Key Facts
Legion Global Capital Management LLC, d/b/a Legion Invest, is an SEC registered investment advisor. Legion Invest is a subsidiary of Legion Invest Co, a Delaware corporation.
By using this website, you accept our Terms of Use and Privacy Policy. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for informational purposes only and does not constitute a comprehensive description of Legion’s investment advisory services.
Refer to Legion’s Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Legion’s fees. The rate of return on investments can vary widely over time. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Legion’s Clients by Embed Clearing, an SEC registered broker-dealer and member FINRA/SIPC.
Legion Invest provides investment advisory services to U.S. retail investors exclusively through a technology platform offered only through our mobile application and website (the “Platform”). Legion is a technology company that owns and maintains the Platform through which advisory clients receive investment recommendations in various quantitative investment strategies based on a detailed questionnaire that clients complete at onboarding.
Our recommendations are based solely upon the information provided by each client via the Platform. As such, the suitability of our investment recommendations is limited by and relies on the accuracy and completeness of the information provided by each client. The only type of restrictions a client may impose on the portfolio is the degree of risk level (conservative, moderate and aggressive growth) and the amount of funds invested in each investment strategy.
For a description of fees and other important information please see Form ADV
All investing is subject to risk, including the possible loss of the money you invest. Diversification, automatic investing and rebalancing strategies do not ensure a profit and do not protect against losses.
Past performance is no guarantee of future results, and any historical returns, expected returns, or probability projections may not reflect actual future performance.
For more information, see our disclosures.
© Copyright 2022 Legion Invest Co. All Rights Reserved.