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Founder-led Investing

Tim Warrillow, Co-founder of Fevertree Drinks (FEVR:LN) πŸ‡¬πŸ‡§

Founder-led Investing

Marcos Galperin, Chairman & Co-founder of MercardoLibre (MELI:US) πŸ‡¦πŸ‡·

Founder-led Investing

Hiroshi Mikitani, Chairman & Founder of Rakuten (4755:JP) πŸ‡―πŸ‡΅

Founder-led Investing

Daniel Ek, CEO & Co-founder of Spotify (SPOT:US) πŸ‡ΈπŸ‡ͺ

Founder-led Investing

Joe Mansueto, Executive Chairman & Founder of Morningstar (MORN:US) πŸ‡ΊπŸ‡Έ

Founder-led Investing

We invest in the world’s best founder-led companies, growing with them over the long-term as they continue to change the world.
Our focus is on the universe of listed founder-led companies, which include some of the world’s most iconic companies:

Adaptive & unconstrained

Globally adaptive mindset; quality of opportunity is what we seek.
We are free of institutional constraints, are not bound to any geographic, sector-specific or cash limitations, though the flexibility we have does not mean we compromise on the investment criteria; each holding must meet, and continue to meet our risk-reward benchmarks.

25% North
America
45% Europe
30% Asia

Performance

Return from inception 7 July 2017 to 31 May 2021.

Annualised return after deduction of management and administration fees. Excludes taxation. Assumes reinvestment of distributions.

Note: past performance is not indicative of future performance

Performance
12.17% Annual
return

vs 13.15% benchmark return over the same period (MSCI ACWI Net in AUD).

Performance

upcoming event

The Australian Shareholders Association will be hosting Lawrence Lam as he shares how Lumenary is positioning for the opportunities of greatest potential over the coming decade.

Learn more

Recent publications

The Art of Selling

Firstlinks, 14 April 2021

Learning From Endowment Funds

First published in Money Management magazine, 8 October 2020

Searching for the source of alpha

First published in Money Management magazine, 16 July 2020

An interview with Lawrence Lam

An interview with Lawrence Lam, Lumenary Investment Management