OUR FIRM
The name Lattice originates from the field of mathematics, where the model was first applied in computational physics. In this context, a lattice represents a structured method of valuing and organizing complex, multi-dimensional systems—much like the financial markets. At Lattice Capital Management, this concept reflects our core belief that cohesive investment valuation is the foundation of sound portfolio construction.
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We aim to design intelligent investment solutions for both institutional and individual investors. The firm is built on a culture of excellence, where thoughtful analysis and decisive execution are equally valued.
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We remain acutely aware of the trust our clients place in us. At Lattice, we follow a disciplined yet collaborative approach to investment management, with an unwavering commitment to our clients’ long-term success. Trust is, and always will be, the cornerstone of our firm.
OUR CREDO
At Lattice Capital Management, our mission is to deliver competitive, risk-adjusted returns through the disciplined application of skill. We view risk management as one of the most essential drivers of consistent performance, and it forms the foundation of our portfolio construction and investment design. This unwavering focus on managing risk is a core strength that defines our approach. We create investment value through a rigorous valuation framework of capturing, assessing and mitigating risk with precision to drive sustainable returns. Our investment philosophy combines top-down macroeconomic insight with bottom-up fundamental analysis, allowing us to identify strong companies in the right sectors positioned to outperform the broader market.
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Guided by this philosophy, we design investment solutions with intentionality and clarity, always focused on delivering value to our clients. In our pursuit of true performance, we remain transparent, forward thinking and committed to excellence.
OUR HISTORY
Lattice Capital Management began operations in 2006, founded by Fariba Ronnasi. The name “Lattice” reflects our comprehensive valuation framework, designed to model dynamic market scenarios with rigor and precision. At the core of our philosophy is the belief that sound investment valuation is the foundation of successful portfolio construction. Our disciplined investment process combines fundamental research enable us to build advanced portfolios aimed at delivering strong risk-adjusted returns. We believe that superior performance is achieved through a focus on capital preservation and identifying asymmetric return opportunities. Managing risk is our highest priority, and the emphasis we place on it defines our approach. Returns, in our view, are a function of disciplined valuation and precise risk mitigation.
RISK CONTROL
We think of risk in terms of a return source that if managed adeptly may produce reliable profits. Our philosophy is that risk management is a process that requires an ongoing determination of risk at the portfolio level. The risk of an individual holding must be assessed in the context of the whole portfolio for purposes of portfolio risk.
To control risk, we are cautiously attentive to economic data market sentiment and factors such as outliers, portfolio drift, and sector exposure. Through our processes, we seek to provide competitive risk-adjusted returns.
The firm does not engage in speculative positioning and is relatively risk averse. Our firm employs the risk-reducing benefits of diversification across sectors and securities.