Quantitative defensive fund of ETF strategies using proprietary trend following technology to tactically reduce exposures and move to U.S. Treasuries during times of stress.

Quantitative strategies for buying active stock portfolios across different equity factors. Portfolios are fully invested with a defined holding period and no sector constraints.

The MLM Focused Large Cap Value strategy is a systematized approach to identifying large cap stocks with a deep value profile.

In 1988, Mount Lucas created the MLM Index as the first passive index of returns to futures investing. The objective of the MLM Index is to provide pure systematic trend following exposure that captures the price risk premium offered by those who seek price certainty in the futures markets.

Gold’s long-term story hasn’t changed, even as prices reach new highs.

With gold surging and trade tensions in focus, Mount Lucas Co-CIO David Aspell joined BNN Bloomberg to discuss the forces driving market volatility and where investors should look beyond stocks.

Factor investing, particularly within the scope of risk premia strategies, has been a popular topic.

Alternatives are getting a lot of attention, but the label doesn’t guarantee diversification.

On Bloomberg Radio’s Surveillance, Co-CIO David Aspell spoke with Tom Keene and Paul Sweeney about the shifting economic backdrop heading into 2026. He noted that with a new Fed chair expected, the key issue is how sensitive the economy will be to lower rates. As he explained, “the areas that are really struggling…are in housing and some parts of manufacturing and all of those things that are rate sensitive.”

Mount Lucas Management started life as the offspring of a firm called Commodities Corporation

Gold is set to remain resilient in October. COO/Sr Portfolio Manager, Jerry Prior told CBS News there’s “no reason to sell gold”

Mount Lucas delivers high-quality service to clients globally.

JoAnne previously led sales, marketing, and business development roles at firms including Adrian Lee & Partners and Millennium Global Investments.

Michael joined Mount Lucas in 2025 after co-founding a broker-dealer firm connecting institutional investors to asset managers.

Nan specializes in stochastic modeling for international financial markets and leads risk management at Mount Lucas.

Paul joined Mount Lucas in 1996 after a career in fixed income markets, including roles at Citibank, E.F. Hutton, and Eastbridge Holdings.

Mount Lucas promotes diversity, equity, and inclusion to meet the varied needs of its clients.

As a UN PRI signatory, Mount Lucas integrates ESG factors into its investment process.

Mount Lucas offers institutional and high-net-worth investors alternative strategies, including actively managed funds and passive indices.

Mount Lucas Management LP provides alternative investment strategies to diversify and enhance traditional portfolios.