Growth 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 November, the Lumos Alpha Quant I Portfolio returned -4.85%, with a year-to-date (YTD) return of 36.4%.

The Quant II Portfolio returned -5.43% for the month, yielding YTD return of 57.7%.

The Flagship Portfolio returned -4.36% for the month, bringing its YTD return to 13.7%.

(The above performance is calculated on a cash account basis; margin accounts exhibit different results with higher volatility.)

In comparison, the S&P 500 Index returned 0.20% and has a YTD return of 17.7%.

News 2

In November, our Algorithmic Trading Research Team has submitted an academic paper to an AI conference.