• Integrity
  • Knowledge
  • Commitment
EMERGING MANAGER CONNECTIVITY ®
ENTER SITE

PHILOSOPHY
We believe smaller, specialized managers are more innovative than their larger peers, thus producing better risk adjusted performance.
DISCIPLINE
Investment Programs that represent
a synergy of investment architecture and engineering. 
RISK
Fluidly combine multiple manager strategies into a single, optimal portfolio with higher excess return potential and lower aggregate risk
RESEARCH
Followed and quantified the potential of emerging firms for over 20 years / 3 market cycles.
EMERGING MANAGER CONNECTIVITY
LEADING EDGE, A PIONEER IN HARNESSING THE POTENTIAL OF EMERGING MANAGERS
Founded in August 2005 as a Manager-of-Managers, Leading Edge is an SEC-registered investment advisor, and a minority, employee-owned firm consisting of an experienced and knowledgeable team of professionals committed to the emerging manager arena. Founder, Clayton Jue, pioneered the first fund of emerging managers in 1990, and with several seasoned professionals expanded the use of emerging managers across all asset classes. Prior firms included, the team has managed over 40 emerging manager programs in over 20 years.

YEARS, of Industry Experience

Emerging Manager Programs (and counting)

PERCENT, Employee Owned

PERCENT, Minority Owned

Our Mission is to provide innovative, alpha-generating solutions.

Our Approach is to engineer customized investment programs that embody exceptional talent, investment rigor, and high ethical standards.

Our Commitment is measured by value-added performance, satisfied clients, fully engaged partners and employees, and profitable growth.

Regularly updated, proprietary research on emerging manager performance trends and capabilities. Research is supported with a comprehensive proprietary emerging manager database, with coverage of 1,500 firms.

Advanced, proprietary fund-of-funds construction processes developed and refined over 20 years, resulting in optimal results for clients.

Integrity, Knowledge and Commitment, with strong focus on performance.

Leading Edge constructs multi-manager investment solutions based on the specific investment and service needs of each client. Leading Edge utilizes proprietary analytical tools and protocols that have been developed over 20 years. We are proficient in all aspects of manager due diligence, investment analysis, and fund optimization. Our expertise is exhibited by a history of identifying exceptional managers in the earliest stages of their development, and often, funding them with their first allocations.

 

Our proprietary Dynamic Customized Optimization Process (“DCOP”) identifies the optimal balance of portfolio characteristics, return and risk factors, as defined by the client guidelines, in constructing portfolios that may potentially deliver exceptional performance.

US Equity

Non-US Equity

US Fixed Income

Private Equity

Hedge Fund of Funds

 


FREQUENTLY ASKED QUESTIONS
LEADING EDGE HISTORY
A Leader in Emerging Manager Program Investment, Research and Innovation 
  • 2015
  • Reached Three Billion AUM

    Leading Edge reached its Three Billion AUM milestone

    March 16, 2015
  • 2013
  • Financial Independence

    Leading Edge achieved financial independence in September 2013

    September 10, 2013
  • 2011
  • Reached Two Billion AUM

    Leading Edge reached its Two Billion AUM milestone

    February 28, 2011
  • 2009
  • Reached One Billion AUM

    Leading Edge reached One Billion in AUM

    April 30, 2009
  • 2007
  • First Leading Edge Client

    In August of 2007, Leading Edge acquired its first client.

    August 1, 2007
  • 2005
  • Leading Edge is Established

    Leading Edge Investment Advisors, LLC ("LEIA"), founded in August 2005 as a Manager-of-Managers, is an SEC-registered investment advisor, and a minority, employee-owned firm consisting of an experienced and knowledgeable team of professionals committed to the emerging manager arena.

    August 1, 2005
  • 1990
  • Pioneers in Emerging Manager Program

    Leading Edge founder, Clayton Jue, pioneered the first fund of emerging managers in 1990, and with several seasoned professionals expanded the use of emerging managers across all asset classes.

    January 1, 1990
OUR TEAM
Leading Edge Synergy and Passionate Commitment to Excellence

Clayton C. Jue, CFA

President and CEO

30 Years of Financial Experience | A pioneer in Emerging Manager-of-Managers Investment Program

Chris W. Fong, CFA

Executive Vice President

29 Years of Experience | Portfolio Engineering and Fund Optimization Expert

Carolyn Diaz Roberts

Managing Director

32 years of Institutional Investment Experience

Benny P. Mah

Managing Director

28 Years of Institutional Investment Experience

Diallo Johnson

Senior Vice President

20 Years of Institutional Investment Experience

Rick A. Yamamoto

Senior Advisor

38 Years of Experience | Institutional Finance Expert

Dani J. McLeod

SVP, Director of Business Development & Client Services

37 Years of Industry Experience

Daisy Y. Lei

Corporate Controller

25 Years of Industry Financial Experience

Susan M. Williamsen

Chief Compliance Officer

25 Years of Experience

Vicky W. Lau, CFA

VP & Senior Research Analyst

17 Years of Industry Experience

A. Henry Lu

Assistant VP & Senior Research Analyst

27 Years of Industry Experience

Ginger Z. Lombardi

Portfolio Administrator

20 Years of Industry Experience

Jane M. Arrozal

Executive Assistant

9 Years of Industry Experience

Hannah R. Eon

Administrative Assistant

4 Years of Experience

Robert M. Schroedl

Data Analyst

13 Years of Information Technology Experience

Compass
Why Leading Edge
Leading history and tradition in Emerging Manager Product Research and Development

INTRODUCTION TO INVESTORS
Leading Edge constructs multi-manager investment solutions based on the specific investment and service needs of each client. Leading Edge utilizes proprietary analytical tools and protocols that have been developed over 20 years. We are proficient in all aspects of manager due diligence, investment analysis, and fund optimization. Our expertise is exhibited by a history of identifying exceptional managers in the earliest stages of their development, and often funding them with their first allocations. Our proprietary Dynamic Customized Optimization Process (“DCOP”) identifies the optimal balance of portfolio characteristics, return and risk factors, in constructing portfolios that may potentially deliver exceptional performance.


EMERGING MANAGER UPDATE

2015 Emerging Manager Update

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