At Lucerne, we take an investment approach focused on low volatility and low correlation to stock markets, with capital preservation top of mind.
Our investment vehicles – Lucerne Growth, a “fund of funds”, and Lucerne Composite, a hedge fund – aim to generate the best risk-adjusted returns.
Our team looks for the strongest fund managers across a number of strategies, including long-only, long/short, credit and private equity.
We use a methodical and centralised process when deciding which funds to invest in. The result is more efficient portfolio management which enables proactive, timely adjustments to be made.
Factors we consider include:
- The extent of employee ownership;
- Staff turnover;
- Competitive advantage;
- Risk management; and
- Track record.
Most of the funds we invest in are not open to retail investors, with minimum investments in the hundreds of thousands of dollars, however through our vehicles we provide exposure to funds with minimum investments starting at $50,000.
Investors value our thorough and proactive approach. We monitor investment performance closely over time, and keep investors up-to-date through a range of communications.