The Lumyna Story

People might assume that market-leading asset management is firmly based on logic. Cold, hard data. Understanding the regulation. Dotting the i’s and crossing the t’s.

And it is.

But it’s also about imagination. Relationships. An open mind. Sheer will power. And how these different qualities rub shoulder to shoulder in order to succeed.

Because to identify the best opportunities for today and tomorrow, and to evolve your approach to grab hold of each advantage you find, you need to be analytical and creative.

To bring the right elements together – the investors, talent, funds and platforms you have to be structured yet flexible.

To deliver, you need the attention to detail and control that enables you to provide the transparency that shows everything is running the way it should.

It’s what has ensured our longevity and leading market position, showing our ingenuity for the product, the breadth of our distribution, and the trust our partners place in us.

And it’s what we’re doing every day.

Our Heritage, Our Vision

The Lumyna story began in 2007, first under the stewardship of Merrill Lynch.

The Merrill Lynch Investment Solutions alternative UCITS platform was a pioneer; bringing event-driven, CTA and other alternative investment strategies to the UCITS marketplace for the very first time.

The growth of the business under Bank of America Merrill Lynch to more than $13.6bn AUM and the multiple awards that followed, were testament to the trust our clients have placed in us. 

Now under the ownership of Generali Group, a new, exciting chapter begins.

Building on our institutional pedigree, we add a pioneering spirit of innovation and ambition. Harnessing the creative tension that can re-define the investment landscape.

But never losing site of what is most important, your trust.

Adding to our existing accolades, most recently we were recognised as the ‘Best overall hedge fund/fund distribution platform’ in the HFR European Performance Awards 2019.

 

Our Fund Capabilities

Our comprehensive range of absolute return funds offers investors access to the most compelling alternative investment strategies in a liquid and transparent format.

New Fund Launch- Sandbar Global Equity Market Neutral UCITS Fund

We are delighted to announce the launch of the Lumyna – Sandbar Global Equity Market Neutral UCITS Fund1. Sandbar’s discretionary equity market neutral strategy looks to create a diversified portfolio of 100-150 publicly traded large cap equities, constructed using long/short intra-sector stock pairs.

The strategy has been developed for over 12 years by an experienced team led by Michael Cowley (previously at Millennium Capital Partners LLP and Citadel LLC). Key features of the strategy include:

  • Sector and factor neutrality
  • Truly alpha driven (80%+ of returns driven by idiosyncratic risk)
  • Lack of correlation to equity markets and HFRI EMN Index
  • Proprietary data-driven fundamental investment process, utilising systematic company-specific models

1 This Fund is authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier. Information is provided for illustrative purposes only. Please refer to the Fund Prospectus and Key Investor Information Document for full details.

PSAM Global Event UCITS fund

With nearly 10 years of track-record, we are delighted to welcome the Lumyna – PSAM Global Event UCITS Fund to the Lumyna platform.

Since 1997, the Lumyna – PSAM Global Event strategy has sought to exploit pricing inefficiencies in the securities of companies involved in corporate, legal or regulatory events. These events can include, but are not limited to, mergers, takeovers, bankruptcies, exchange offers, liquidations, spin-offs and restructurings.

The PSAM team employs a fundamental research-based approach to event driven investing, and has a wealth of experience investing throughout the capital structure and allocating between equity and credit investments. This combination creates a portfolio with strong risk-reward dynamics and low correlation to general equity and credit indices.

To discuss the strategy further, do reach out to the Lumyna distribution team.

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Founded over a decade ago, headquartered in London.