Welcome to Lumen Global Investments

Welcome to Lumen Global Investments

We are a global investment organization, founded by veteran managers with experiences across all asset classes, who value original research and synergistic partnerships. We integrate investment expertise, data, and cutting-edge technology into R4A - an innovative approach to modern money management, delivering tailored, unparalleled investment solutions.

Investment Approach

Lumen’s investment approach is value-based as we strongly believe value trumps any other investment style over the investment cycle, particularly in inefficient markets (e.g. emerging, irrational markets). Our objective is to identify value with a margin...
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R4A

Robo4Advisors (R4A) leverages data, technology, and valuation and portfolio construction methodologies to precisely tailor investment solutions and increase the probability of successful investment outcomes. Generating an extensive menu of investment solutions across global markets, asset...
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3 Innovative Features

The Lumen Global Value Compass is a comprehensive GPS of global value. Our enhanced and modified version of the Black-Litterman model for portfolio construction is complemented by an advanced portfolio risk management system focusing on...
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Lumen’s Research

The 60/40 is Dead … Long Live Modern Portfolio Theory The 60/40 portfolio, comprised of 60 percent equity benchmarks and 40 percent bonds, has remained a cornerstone of the wealth management industry for many decades....
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Featured Insights (our new Blog Home: https://lumenr4a.substack.com/)

The New “New” Alpha

The end of a historical bond market rally will bring about yields normalization with considerable implication in the financial landscape. Active management is not over but has migrated from stock picking to active asset allocation to generate Alpha.
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