OUR PHILOSOPHY
A LONG TERM PERSPECTIVE
GUIDING EVERY DECISION.
OUR INVESTMENT PHILOSOPHY IS ROOTED IN A DISCIPLINED VALUE ORIENTED APPROACH TO INVESTING. IT BEGINS WITH A DEEP RESEARCH PROCESS THAT IS DEDICATED TO UNDERSTANDING A BUSINESS'S INTRINSIC VALUE. SEEKING THE RIGHT OPPORTUNITIES WITH A COMMITMENT TO PATIENTLY WAITING FOR THE RIGHT MOMENT. THIS ALLOWS US TO BUILD A PORTFOLIO OF EXCEPTIONAL COMPANIES THAT CAN COMPOUND WEALTH FOR MANY YEARS TO COME.
REGISTER - LUMA HORIZON FUND
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. FIND 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 below their value.
L U M A
|
OUR TEAM
JC Rodriguez
CO-FOUNDER
PORTFOLIO MANAGER
JC IS A CO-FOUNDER AND PORTFOLIO MANAGER AT LUMA CAPITAL PARTNERS. HE BRINGS OVER 20 YEARS OF EXPERIENCE IN THE FINANCIAL INDUSTRY, HAVING WORKED AS AN ANALYST AND FINANCIAL ADVISOR AT FIRMS SUCH AS UBS AND MERRILL LYNCH, AS WELL AS AN INDEPENDENT PRIVATE INVESTOR.
Jason Tamblin, CFA
CO-FOUNDER
HEAD OF RESEARCH
JASON IS CO-FOUNDER AND HEAD OF RESEARCH AT LUMA CAPITAL PARTNERS. A CFA CHARTERHOLDER WITH 15 YEARS OF EXPERIENCE IN THE INDUSTRY, JASON BRINGS A DEEP ANALYTICAL RIGOR AND GLOBAL PERSPECTIVE FROM PREVIOUS ROLES AS AN EQUITY ANALYST AND HEAD OF RESEARCH AT A CONSULTING FIRM. THIS IS COMPLEMENTED BY HIS ENTREPRENEURIAL EXPERIENCE FOUNDING AND MANAGING A COMPANY IN THE UK.
L U M A C A P I T A L
info@lumafunds.com
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