LoCorr Fund Management

LoCorr Fund Management, LLC is a Minnesota limited liability company registered as an investment adviser with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940, with its principal offices located in Excelsior, Minnesota. The firm operates as the investment adviser to LoCorr Investment Trust, a registered investment company under the Investment Company Act of 1940 that offers multiple fund series providing investors with access to alternative investment strategies including managed futures and multi-strategy alternative funds. LoCorr's focus on alternative investment categories reflects the firm's philosophy that investors benefit from portfolio allocations that have historically low correlation with traditional stock and bond market returns.<br><br>The firm received an exemptive order from the Securities and Exchange Commission permitting it, with Board of Trustees approval, to enter into or amend sub-advisory agreements without requiring a shareholder vote — a common regulatory accommodation for mutual fund advisers that allows the firm to efficiently manage sub-adviser relationships as part of its investment process. LoCorr Investment Trust's managed futures funds provide exposure to trend-following strategies that trade commodity, financial, and currency futures contracts across global markets, seeking positive returns in both rising and falling price environments. Multi-strategy alternative funds within the trust combine multiple alternative approaches to further diversify portfolio risk and return sources.<br><br>LoCorr Fund Management, LLC is registered with the SEC under CRD number 156247 and Investment Adviser Registration Number 801-72130, and its funds file periodic reports with the SEC including annual and semi-annual shareholder reports and registration statement updates. The managed futures and alternative investment strategy asset class has grown substantially as institutional and individual investors have sought portfolio diversification away from the traditional 60/40 stock-bond allocation in an environment where correlations between asset classes can increase during periods of market stress. LoCorr Fund Management's Excelsior, Minnesota base and its registered investment trust structure position the firm as an established provider of SEC-registered alternative investment products for financial advisers and investors seeking genuine portfolio diversification.