Purpose
We believe in thinking differently and challenging the status quo
- our approach is to invest with the purpose of creating wealth,
ensuring that our incentives are fully aligned with those of our
investors. We focus on the long-term, we rely on our experience
and analytical depth, and we strive to make it simple.
Luxor Lipizzaner
Luxor Lipizzaner is an investment fund started in 2007 with the goal of creating wealth over the long-term, a global mandate and focus on equities. We base our investment process on a fundamentalist approach where we combine a diligent analysis of the business and its competitive advantages with our assessment of the macro environment.
Investment Philosophy
Fundamentalist Approach
We allocate capital according to our assessment of the intrinsic value of the assets relative to market valuations.
Focus on
Equities
We believe that stocks are the best source of returns for long-term investors. However, we also invest in other asset classes to improve the risk profile of the portfolio.
Diligent
Analysis
We rely on a diligent and data-oriented analysis in all steps of our investment process.
Risk Management
We design our portfolio to minimize the odds of permanent capital losses.
Portfolio Guidelines
LUXOR LIPIZANNER
Investment Strategy | Fundamentalist Equity Biased |
Base currency | USD |
Annual Return Target | CPI US + 6.5% |
Concentration Limit | Individual Asset | Max 15% |
Geography | Developed Markets | 50-100% Brazil | 0-50% |
Subscription | Monthly |
Redemption | Subsequent Month |
Annual Management Fee | 2.1% (2.0% Luxor + 0.1% BTG) |
Performance Fee | 0% |
