Lear Investment Management’s Global Vigilance – Tilt Strategy Awarded Prestigious 5-Star Morningstar Rating™
DALLAS, TX — February 10, 2026 — Lear Investment Management (“Lear”), a leading boutique investment firm specializing in thematic, research-driven portfolios, is proud to announce that its Global Vigilance - Tilt strategy has earned the highest-possible 5-star rating from Morningstar™.
The 5-star designation applies to the strategy’s performance within the Tactical Allocation Separately Managed Account (SMA) category. For the three-year period ending December 31, 2025, the Tilt strategy delivered exceptional results, ranking number 5 out of 365 in its peer group for risk-adjusted returns.
The "Antidote" to Generic Investing
Launched three years ago to serve investors seeking an opportunistic, high-conviction approach, the Tilt strategy has seen rapid adoption. By blending rigorous fundamental research with creative intelligence gathering, the strategy seeks to capitalize on structural global shifts that traditional, benchmark-constrained managers often overlook.
"The 5-star rating from Morningstar validates our team’s conviction in thematic investing," said Rick Lear, Managing Partner of Lear Investment Management. "The Tilt strategy was designed as the antidote to the 'index-hugging' epidemic. In an era of index-focused investing, our ability to identify and express unique global themes in a concentrated portfolio is what investors demand. This is the present and future of active management."
Lear Investment Management continues to serve as a premier partner for high-net-worth individuals, foundations, and financial advisors seeking differentiated sub-advisory capabilities.
About Lear Investment Management
Lear Investment Management is a Dallas-based SEC-registered investment adviser. The firm is comprised of research-driven experts dedicated to a differentiated investment process that balances quantitative analysis with global macro perspectives. For more information, please visit www.learim.com.
About the Morningstar Rating™
The Morningstar Rating™ for investment strategies is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a strategy’s monthly excess performance, emphasizing downward variations and rewarding consistency. Strategies must have at least a three-year history to be rated.
Media Contact
Lear Investment Management
Rick Lear, Managing Partner
rick@learim.com
214-445-5900
Past performance is no guarantee of future results. Investment Advisory Services offered through Lear Investment Management, an SEC registered investment adviser.
© 2026 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. The Morningstar Rating™ for funds, or “star rating”, is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-,and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period has the greatest impact because it is included in all three rating periods. Lear Global Vigilance Tilit was rated against the following numbers of Tactical Allocation funds over the following time periods:
For the three-year period ending December 31, 2025.
funds in the last three years. Past performance is no guarantee of future results. Morningstar rates funds from one to five stars based on how well they’ve performed (after adjusting for risk) in comparison to similar funds. Within each Morningstar Category, the top 10% of funds receive five stars, the next 22.5% four stars, the middle 35% three stars, the next 22.5% two stars, and the bottom 10% receive one star. Funds are rated for up to three time periods—three-, five-, and 10 years—and these ratings are combined to produce an overall rating. Funds with less than three years of history are not rated. Ratings are objective, based entirely on a mathematical evaluation of past performance. They’re a useful tool for identifying funds worthy of further research but shouldn’t be considered buy or sell recommendations.