Lumenary Investment Management | Financial planner

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Lumenary Investment Management

Phone: +61 3 9326 7852

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25.01.2022 Invitation: Investing in founder-led companies Join Lawrence Lam, Managing Director & Founder of Lumenary Investment Management as he introduces his fund and its unique approach to long-term investing - seeking out the worlds best founder-led companies (often family-owned for generations) and investing in them as a long-lost cousin would. Lawrence will give his perspective on how an investor can capitalise on the recent market volatility and compound long-term wealth throug...h exposure to a special family of global companies. How to register your attendance Please note this seminar is intended for Wholesale Investors and/or those with previous investing experience. Lumenary only accepts investments from Wholesale Investors. To register for this free investment seminar and see the details, please visit our event link for your city: Adelaide - 18 Feb 2019 @ 12pm http://ow.ly/30P150kk20l Sydney - 21 Feb 2019 @ 12pm http://ow.ly/tPw250kk20k Melbourne - 22 Feb 2019 @ 12pm http://ow.ly/GMku50kk20j

24.01.2022 How to make a #profit from #investing in companies with #goodgovernance? In this article we analyse where investors should #focus their search for companies that exhibit exceptional governance. It's not where you might usually assume. http://ow.ly/SzXg50hqa8c

21.01.2022 A tale of two boys and their lemonade stands. What the Royal Commission reminds us about #investing. http://ow.ly/SCVb50lalYG

20.01.2022 Over-popularised stocks always have monikers. They’re WAAAXs and FAANGs now, but in the 1960’s they were the Nifty Fifty. Stocks so over-referenced that commentators needed to coin a shorthand. Piling into an already overcrowded market is not where the value opportunities are. So where should investors look instead? Here are some niche areas within technology. Cuffelinks http://ow.ly/kxCy50vjm89

19.01.2022 Who's attending the Australian Investors Association National Conference in July on the Gold Coast? Our Managing Director & Founder, Lawrence Lam, will be presenting & sharing our framework for finding the next generation of global blue chip companies. He'll share the common blue chip investment mistakes and techniques for how to overcome psychological biases that hinder long-term investment success. If you'd like to attend and not a member of the Australian Investors Association, we have a spare complimentary trial AIA membership. Email us via our website http://ow.ly/Ocni50tsHBB to enquire.

16.01.2022 How to build a diversified portfolio without following the herd. # diversification #concentration #customers #ausbiz http://ow.ly/GQFM30lxd2i

16.01.2022 Quarterly update 31 March 2019: Global stock markets have continued to be volatile but our investments have performed well over the past quarter. We are currently returning 10.38% (annualised, post ongoing fees) since inception. Importantly, we achieved this result by keeping our powder dry. We still have 45% of the portfolio in cash available for us to capitalise as the volatility persists. For our investment partners, I will be writing a letter to you in June outlining the... fund's strategy and how we will navigate the global volatility. Click here to view the performance of our Global Founders Fund since its inception on 7 July 2017. http://ow.ly/HYsP50p2YSk For a detailed breakdown of our portfolio, you can access our factsheet here. http://ow.ly/kJk050p2YSj Our fund is available to Wholesale Investors. If you would like to invest, please check your Wholesale Investor status by completing our 2 minute investor questionnaire. http://ow.ly/bEhJ50p2YSg

15.01.2022 Investing is an art, not a science and the ability to #analyse beyond the numbers is how you will make great #investment decisions. Here are 3 important, but often #undervalued company #traits you should pay closer attention to. @LivewireMarkets

10.01.2022 Lawrence Lam sat down recently with Owen from @raskaustralia from the Australian Investors Podcast to discuss living with an entrepreneurial father, investment banking, valuation, and, of course, founder-led investing. https://youtu.be/HDHQxlyiIqk

10.01.2022 If you want to overtake, you can't be in the same lane. Here's 3 ways everyday investors can beat the #fundies. http://ow.ly/WkCx30ld6RX #equities #stockpicking

09.01.2022 Over-popularised stocks always have monikers. Theyre WAAAXs and FAANGs now, but in the 1960s they were the Nifty Fifty. Stocks so over-referenced that commentators needed to coin a shorthand. Piling into an already overcrowded market is not where the value opportunities are. So where should investors look instead? Here are some niche areas within technology. Cuffelinks http://ow.ly/kxCy50vjm89

08.01.2022 Why these investors have an edge... @cuffelinks #entrepreneurialinvestors #smsf #investing http://ow.ly/BaLJ50kRrj6

06.01.2022 Plenty of commentary has already been written about the economic impact of COVID-19. Whilst these opinions make for interesting reading and dinner table debate, they distract investors from the main issue at hand. How can enterprising investors capitalise on the tangible advantage they have over large institutional investors right now? How should long-term investors allocate capital in this environment? What can you do now to prepare for the inevitable rebound? http://ow.ly/...ZEvc50z7eIP #founderledinvesting

03.01.2022 The most common investor misjudgement and two stories that illustrate why investors are missing out. @HowardMarksBook @Oaktree @LivewireMarkets http://ow.ly/c8Dh50jOjyt

03.01.2022 The quest for alpha is an eternal part of equities investing. In my latest publication I write how investors can capture first and second order alpha through stock allocation. https://lumenaryinvest.com/searching-for-the-source-of-alp/ Money Management Australia

01.01.2022 We are pleased to provide the performance of our global founders fund up to 30 June 2018 (since inception 7 July 2017). Lumenary: 21.08% pa (after ongoing fees, annualised) MSCI ACWI (Net, in AUD): 14.25% pa (over the same period)... Outperformance: +6.83% pa Note: past performance is not an indicator of future performance

01.01.2022 Investing in #corporateturnarounds is like buying a broken vintage car. Most will end up in decline, but a special few will be fixed and reward their owners handsomely. When corporate turnarounds work, they yield spectacular returns in the multiples. This is the model private equity firms employ. So can ordinary investors apply the same principles to profit from these special situations? What factors should be considered in the analysis? Our latest research article in @moneymanage magazine shows how some uncanny individuals manage to always succeed. http://ow.ly/APNp50wnxoB

Lumenary Investment Management | Financial planner