Lumenary Global Founders Fund
Concentrated Investments, Global Founders
summary
objective
Invest in a concentrated portfolio of proven founders and enduring business models
asset class
Global listed equities, long-only, unhedged.
recommended horizon
7-10 years (at least one market cycle)
fund strategy
The Lumenary Global Founders Fund focuses on investing in founder-led companies that are striving to develop new products and services in first-mover or low-competition markets. We look for businesses with strong earnings expansion, robust cash flow generation, and solid balance sheets. Our strategy is to buy when prices are reasonable, ensuring that we capture long-term growth potential while managing risk effectively.
why choose this fund
Invest in Listed Founder-Led Companies
Gain exposure to companies led by founders who prioritise long-term growth and innovation.
High Conviction
Benefit from a concentrated portfolio targeting high-conviction opportunities, understanding that this approach may involve higher volatility.
Access a Unique, Differentiated Portfolio
Invest in a portfolio distinct from traditional benchmarks, focusing on companies outside the USA to provide unique growth opportunities.
Fund details
structure
Wholesale, open-ended unit trust
concentration
20 to 30 holdings
benchmark
MSCI ACWI ex USA (in AUD)
distributions
Annual
risk management
We enforce position limits to avoid overexposure to any single geography or industry, actively trimming profits from overvalued companies and reallocating capital to undervalued opportunities. By steering clear of overpriced stocks and prioritising businesses with robust fundamentals and sustainable growth potential, we uphold a disciplined approach that aligns with our long-term strategy and effectively manages downside risk.
latest documents
Lumenary Global Founders Fund
Investor portal
Track returns, transactions and access annual tax statements via our investor portal, updated monthly
