Lumos Alpha
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 2025, the Lumos Alpha Quant I Portfolio returned 24.6%, the Quant II Portfolio returned 37.3%, and the Flagship Portfolio returned 11.6%. (The performance is calculated on a cash account basis; margin accounts exhibit different results.)
In comparison, the S&P 500 Index returned17.7%.
News 2
Lumos Alpha -- 2025 Annual Letter to Investors will be sent by the end of January 2026.