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Lee Overlay Partners Limited is a specialised investment management firm, dedicated exclusively to external active currency overlay for institutional investors. The company was founded in 1999 by Adrian Lee and a team of currency overlay professionals from JP Morgan, who were responsible for originating, researching and developing its successful currency overlay business and track record through 1998.
The team has a consistent 16-year track record of positive active currency performance.
The firm is ranked as one of the leading active overlay providers by most consultants and is 100% owned by its investment professionals.
Adrian Lee, the President and Chief Investment Officer, was responsible for much of JP Morgan Investment Management and the industry's original research and development work in the area of currency overlay management, and is recognised globally as one of the founders of active currency overlay.
He was awarded the International Quantitative Group prize for outstanding research in 1990 for his work on currency.
We founded this firm because we have a proven ability to add value and are confident of doing so in the future.
Moreover, we felt that the best way to continue to provide this performance and service to our clients going forward was to establish an independent firm, dedicated exclusively to active currency overlay.
This exclusive focus permits us to develop all processes and technical infrastructure especially tailored to currency, rather than a multiple product environment.
We are confident that this approach will exceed our previous outperformance at other firms, and that our policy of best practice in all aspects of currency overlay will serve our clients well.