Quality Investing Meets Artificial Intelligence

About

We manage investment portfolios for individuals, families, and investment entities across the globe. Our firm prides itself on a track record of delivering a compound annual return of over 25% in recent years by combining quality investing framework and AI technologies to maximize returns and reduce risks.

Strategies

We employ a rigorous and disciplined investment strategy that prioritizes high-quality companies for long-term holdings. Our portfolio companies typically exhibit stable growth trajectories, durable competitive advantages, and strong fundamentals. To manage risk, we leverage advanced AI algorithms to monitor market conditions and assist in decision-making.

Portfolios

We design and manage portfolios tailored to each client’s unique financial goals, risk tolerance, and return expectations. Our approach emphasizes long-term investment strategies focused on high risk-adjusted returns and tax efficiency. We offer three types of portfolios, each with distinct return and risk profiles, powered by different AI algorithms.

News 1

In July, the Lumos Alpha Flagship Portfolio returned 1.51%, bringing its year-to-date (YTD) return to 9.44%. The Quant I Portfolio gained 4.30% for the month, with a YTD return of 20.28%, while the Quant II Portfolio delivered a strong 6.28% return in July, pushing its YTD return to 29.27%. In comparison, the S&P 500 Index returned 2.30% in July and has a YTD return of just 8.49%.

News 2

Since June 2025, 18% of capital has been allocated to our newly deployed Quant-I Algorithm. For more information about this algorithm, please visit: https://www.lumosalpha.com/quantportfolios