Investments
One goal — long-term capital appreciationcommensurate with reasonable risk.
Our investment process has been designed around it, blending three complementary strategies — each with a distinct role — into an engine for growth, stability, and innovation.
What we do
At Lumarra Capital, we believe that long-term success comes from more than just one playbook. Our portfolio blends three complementary strategies — each designed to serve a distinct role — so that together, they have the potential to create an engine for growth, stability, and innovation.
Target allocations, subject to change.
Your Long-Term Growth Engine
The foundation of our strategy is disciplined, forward-looking investment across stocks, bonds, commodities, and alternatives. Through ongoing macroeconomic and market research, we seek to position capital in anticipation of longer-term trends. This long-term core is seeking to compound returns over time while maintaining balance through shifting market cycles.
Your Volatility Advantage
Market turbulence is not something we fear — it’s something we prepare for. When volatility strikes, we don’t sit on the sidelines. Our active trading strategies are built for short-term dislocation, seeking to respond to rapid price movements as opportunities arise. This allocation is intended to complement the portfolio during periods of market stress, though it may also experience losses.
Your Innovation Edge
The markets are always evolving — and so are we. A portion of our capital is dedicated to exploring new strategies, testing innovative approaches, and partnering with emerging trading talent. This allocation is designed to keep us ahead of the curve, aiming to ensure that our investors can potentially benefit from tomorrow’s opportunities.
Past performance does not guarantee future results. All investments involve risk, including potential loss of principal. Financial circumstances change, all investments carry risk of loss, and outcomes cannot be guaranteed.
We invest with a long-term, fundamental, research-based perspective.
Existing investors can review positions and documents in the investor portal. For questions about the fund, reach us directly.