OUR PHILOSOPHY
A LONG TERM PERSPECTIVE
GUIDING EVERY DECISION.
OUR INVESTMENT PHILOSOPHY IS ROOTED IN A DISCIPLINED VALUE ORIENTED APPROACH TO INVESTING. A DEEP RESEARCH PROCESS THAT IS DEDICATED TO UNDERSTANDING THE BUSINESS'S INTRINSIC VALUE. SEEKING THE RIGHT OPPORTUNITIES WITH A DISCIPLINED AND PATIENT COMMITMENT TO WAITING FOR THE RIGHT MOMENT. THIS ALLOWS US TO BUILD A PORTFOLIO OF EXCEPTIONAL COMPANIES THAT CAN COMPOUND WEALTH FOR MANY YEARS TO COME.
w e b e l i e v e
GREAT Opportunities ARE
HARD TO FIND.
WHEN WE
DO FIND THEM, WE
Act WITH Conviction.
“WITH EACH INVESTMENT YOU MAKE, YOU SHOULD HAVE THE COURAGE AND THE CONVICTION TO PLACE AT LEAST TEN PERCENT OF YOUR NET WORTH IN THAT STOCK. IF IT’S YOUR PROFESSION, DIVERSIFICATION DOESN’T MAKE SENSE. IT’S CRAZY TO PUT MONEY IN YOUR TWENTIETH CHOICE RATHER THAT YOUR FIRST CHOICE.”
WARREN BUFFETT
OUR APPROACH
01. PRIORITIZE DEEP
FUNDAMENTAL RESEARCH
02. SEEK ECONOMIC MOATS
03. LONG RUNWAYS FOR GROWTH
04. MARGIN OF SAFETY
01.
We prioritize deep fundamental research in understanding business operations, industry dynamics, and financial health.
02.
We don't chase trends or speculative investments. We seek proven businesses with large economic moats.
03.
We search for companies that earn high return on invested capital and have long runways for growth.
04.
Our risk management strategy is based on the concept of "margin of safety." Only buying companies selling below their intrinsic value.
L U M A
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OUR TEAM
JC Rodriguez
CO-FOUNDER
PORTFOLIO MANAGER
OUR INVESTMENT STRATEGY IS CENTERED ON FUNDAMENTAL ANALYSIS. THIS REQUIRES A LOT OF RESEARCH AND INSIGHT. THIS IS NOT A PASSIVE ENDEAVOR, IT REQUIRES AN IMMENSE AMOUNT OF DILIGENCE AND INTELLECTUAL CURIOSITY. THIS MEANS WE ARE CONSTANTLY ENGAGED IN OUR RESEARCH INTENSIVE.
Jason Tamblin
CO-FOUNDER
HEAD OF RESEARCH
OUR INVESTMENT STRATEGY IS CENTERED ON FUNDAMENTAL ANALYSIS. THIS REQUIRES A LOT OF RESEARCH AND INSIGHT. THIS IS NOT A PASSIVE ENDEAVOR, IT REQUIRES AN IMMENSE AMOUNT OF DILIGENCE AND INTELLECTUAL CURIOSITY. THIS MEANS WE ARE CONSTANTLY ENGAGED IN OUR RESEARCH INTENSIVE APPROACH.
L U M A C A P I T A L
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