insights
Lundy Investors operates through two main divisions: Advisory and Investment Management. Both divisions work in tandem with the Strategic Investment Team and are supported by a differentiated Research Product.
This division includes both Debt and Equity funds in addition to discretionary and non-discretionary managed accounts.
Lundy’s Investment Team can act as your Money Manager advising you how to best manage your cash. Our fiduciary duty before our investors mandates us to act in the best interest of the principal.
Lundy provides a diversified selection of equity strategies focused on capitalizing on higher potential returns. Our primary focus is on Emerging Markets Equities and Credit.
Our Fund Management Team provides decades of Fundamental and Trading expertise in Emerging Market Equity Fund investments. Our Long/Short strategy aims at primarily capitalizing on macro trends, flows, catalysts and relative valuations.
Our Long/Short Emerging Markets Horizon Equity fund provides an opportunity to invest in companies within high-growth markets with developing macro profiles. Our focus is on demand drivers, operational efficiencies, earnings momentum and valuation discrepancies.
Lundy’s Private Lending Platform provides EM businesses with access to offshore credit through our Cayman set-up. From working capital credit lines to project financing, Lundy’s platform provides clients access to its extensive global investors list.
The Fund also invests through equity stakes in many of the businesses it finances.
We provide Discretionary Portfolio Management services with expertise in Emerging Market assets. As per our DPM agreement with our clients, we entirely manage the Investment process from approval of Investment Targets to implementation and daily management.
As opposed to DPM, Non-Discretionary agreements could be made between the Client and the Lundy Team provided it fits each party’ business requirements. Non-Discretionary Managed Accounts give clients the option to make their buy and sell decisions from the securities reviewed and approved by the Portfolio Manager.
Lundy provides an extensive suite of services and solutions across Investment and Corporate Advisory, allowing our clients to optimize their financial wealth and business efficiencies.
Lundy’s Investment Advisory team advises both corporate clients and individuals. We advise clients’ on different strategies, geographies and asset classes.
Lundy’s Corporate Advisory team provides a wide range of services from Capital Raising to M&A, Restructuring, Business Efficiency and other Advisory services.
We advise companies wishing to raise capital through IPO, Rights Issues and Secondary Market Offerings, Private Placements from Placement Conceptualization to the Investors’ Roadshow and filing with the Regulators.
Our Debt Advisory services span across Commercial Paper, Senior & Subordinated Bonds, Mezzanine Securities, Project Finance and Islamic Finance from Transaction Structuring to Documentation and Execution.
The Advisory team provides Capital Restructurings, Mergers, Acquisitions, Disposals with a full Process Management.
We also advise on the Operational Cycle from an Organizational, Managerial and Systems standpoint in addition to Outsourced CFO, Business Planning, Feasibility Study Preparations and other general Advisory services
For investors wishing to receive periodic advice on their investment portfolios, we provide Research and guidance on Macro, Equities, Fixed Income, Foreign Exchange, Precious Metals and Structured Products.
We provide corporates with a full cash management advice including liquidity projections, treasury operations, bank relationship management, cash accounting, short-term investing and payment.
As we operate in markets with higher inherent political risk, we help clients to make sound and political risk management decisions. Our analysis and recommendations cover both insurable and uninsurable political risks with forecasts and intelligence from top sources.
our services
This division includes both Debt and Equity funds in addition to discretionary and non-discretionary managed accounts.
INVESTMENT FUNDS
MANAGED ACCOUNTS
our services
Lundy provides an extensive suite of services and solutions across Investment and Corporate Advisory, allowing our clients to optimize their financial wealth and business efficiencies.
CORPORATE ADVISORY
INVESTMENT ADVISORY
Your One-Stop Provider of Corporate
and Investment Solutions
The Old Barn, Kings Lane, United Kingdom
Cookham, Berkshire, SL6 9AY, UK
BEirut, lebanon
Ashrafieh, Abed Al Wahab St, Karam & Mwaness Bldg
Copyright 2019 LUNDY INVESTORS.
YOUR ONE-STOP PROVIDER OF CORPORATE
AND INVESTMENT SOLUTIONS
The Old Barn, Kings Lane, United Kingdom
Cookham, Berkshire, SL6 9AY, UK
Beirut, Lebanon
Ashrafieh, Abed Al Wahab St, Karam & Mwaness Bldg
