Lumen Advisors
Lumen Advisors is a privately held investment management firm founded in 2002, specializing in fundamental value, global macro strategy, and emerging markets investing. With a small team of five, the company operates from its headquarters in San Francisco and an office in Singapore, focusing on inefficient global markets and employing a range of investment strategies to achieve absolute returns.
Company Overview
Lumen Advisors is a privately held investment management firm founded in 2002. With a small team of five employees, the company specializes in various investment strategies, focusing on fundamental value, top-down analysis, and global macro strategy. The firm operates primarily in inefficient global markets, aiming for absolute return without being constrained by traditional benchmarks.
Investment Strategies
Lumen Advisors employs a range of investment strategies, including emerging markets investing, independent research, and risk management. The firm adopts relative value strategies to manage directional risk, producing a low beta with minimal correlation to major benchmarks. The investment approach integrates traditional bottom-up analyses with a quantitatively defined Global Value Framework.
Products and Solutions
The firm offers a digital investment solution known as R4A, designed to meet the needs of modern investors. Additionally, Lumen Advisors developed the Lumen Global Value Compass, an objective valuation tool that assesses value across countries and assets, down to individual securities. This tool aids in identifying investment opportunities based on intrinsic value.
Global Presence
Lumen Advisors is headquartered in San Francisco, California, and operates an additional office in Singapore. This global presence allows the firm to effectively engage with various markets and investment opportunities, particularly in regions characterized by inefficiencies.
History and Evolution
Originally established in 2002, Lumen Advisors re-established itself in 2019 as an investment manager and InvestTech firm. This transition reflects the company's commitment to adapting to evolving market conditions and leveraging technology in investment management.