Investment Overview
Strategy Description
Lumina's goal is to construct portfolios which over time can generate positive expected returns within acceptable risk parameters. Lumina identifies micro and macro equity market opportunities by applying, fundamental, quantitative
and behavioral finance research and methodologies. We integrate and deploy two complementary investment strategies: Lumina’s Long/Short US Equity Strategy, which exploits dislocation in individual equity prices and Lumina’s Hedged Equity Index Strategy, which aims to capture opportunities emerging from broad market trends. Lumina’s unique investment approach offers investors a differentiated source of equity market alpha.
