Lundy Investors
The firm

The firm.

An investment firm authorised and regulated in the United Kingdom by the Financial Conduct Authority. Principal-led, with three divisions (Investment Management, Advisory and Intelligence) and Lundy Origin on one regulated platform, operating across Europe, Africa, the Middle East and Asia.

2
Co-founders
Edward Rowson · Wael Menhem
2016
Founded
FCA-authorised since 2020
4
Regions
Europe · Africa · Middle East · Asia
3
Divisions
Investment Management · Advisory · Intelligence
The Lundy story

Where the name comes from.

Lundy takes its name from Lundy Island, off the southwest coast of England, long a mark of safe passage in the Bristol Channel, known for clarity, refuge and perspective. The puffin, our emblem, stands for steadiness, intelligence and unwavering direction. These traits underpin the way we manage capital, advise institutions and build long-term partnerships.

Our mission: invest with precision, operate with integrity, and support clients through changing market cycles.

Lundy Island coastline in the Bristol Channel, the firm's namesake
Lundy Island · Bristol Channel
What we offer

What we do, at a glance.

The island gives us the name; the work gives it meaning. Lundy Investors Limited was incorporated in England in 2016 and has been authorised and regulated by the UK Financial Conduct Authority since May 2020, and everything we offer runs on that platform.

Investment Management

Public & private markets

The Discovery Global Strategy and Lundy Managed Accounts in public markets; the Commodities Fund and LevaNA in private markets, where we own and operate the assets.

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Advisory

Investment, capital, sovereign

Investment Advisory, Capital Advisory, and Sovereign & Development project advisory, from the FCA-regulated UK platform.

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Intelligence

Lundy Intelligence

Research: commodities, emerging and frontier markets, and positioning in global markets. Full reports for signed-in clients.

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Distribution

Lundy Origin

The route to market for what our companies produce: branded goods and bulk commodities to international buyers.

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Anchored by the FCA-regulated UK entity · operating across four regions

Leadership

The principals.

The firm is led by its two co-founders: Edward Rowson, chief executive, and Wael Menhem, chief investment officer. The fund platform has its own board, with an independent director.

Edward Rowson
Co-Founder & Chief Executive Officer

Edward Rowson

Co-founder of Lundy Investors. 25 years across EM macro, commodities and fund management: Partner at MENA Capital (2006 to 2012), helped launch the first dedicated MENA hedge fund and grow it from a US$20m seed past US$100m; Managing Director at IMM Group, Dubai; earlier COO of Balfour Capital and derivatives roles at JP Morgan Asset Management. Portfolio manager of the firm's public-markets strategy and lead on the Commodities Fund.

Master's in Finance, London Business School. Master Financial Technical Analyst (MFTA). IMC holder.

Wael Menhem
Co-Founder & Chief Investment Officer

Wael Menhem

Joined Lundy in 2019 from IMM Group, Dubai, where he was Research Director and co-portfolio manager of the GCC Active Fund. Previously Vice President of MENA non-financials research at Credit Suisse, and lead analyst at Bank of America Merrill Lynch in Dubai and at Merrill Lynch in Riyadh, on teams voted #1 by Institutional Investor in 2010, 2012 and 2014. Leads the LevaNA Fund and the firm's research function. Director and shareholder of Lundy Investors Limited.

BSc Mathematics (Statistics), American University of Beirut, with dean's honours.

Press

In the media.

Selected coverage and appearances. Links open on the publisher's own site.

Press enquiries →
AGBI · May 2023

Lebanon's export orders rise for the first time in two years

Arabian Gulf Business Insight reports a rebound in Lebanese export orders on the back of currency stabilisation and stronger Gulf trade: the macro backdrop to the firm's LevaNA consumer-export thesis.

Read on AGBI →
LinkedIn · Welcome2Africa

Edward Rowson at the Europe–Nigeria Agri-Investments & Trade Forum

The firm's founder joins the 4th Europe–Nigeria Agri-Investments & Trade Forum, speaking on advancing agri-industrial growth through EU–Nigeria trade partnerships.

View on LinkedIn →
Regulation and legal

Authorised and regulated by the Financial Conduct Authority.

Lundy Investors Limited has been authorised and regulated in the United Kingdom by the Financial Conduct Authority since 26 May 2020. The firm's regulated activities and permitted client categories are listed on the FCA register under firm reference 847174.

  1. RegulatorFinancial Conduct Authority
  2. FRN847174Authorised 26 May 2020
  3. Co. no.10295668Incorporated in England and Wales, 2016
  4. RegisteredFirst Floor, The Old Barn, Kings Lane, Cookham Dean, Maidenhead, Berkshire SL6 9AY
  5. ClientsProfessional clients and eligible counterparties only. Not for retail clients.
At a glance

UK-regulated. Three divisions, one platform.

2
Co-founders
3
Divisions, one platform
4
Regions · Europe, Africa, Middle East, Asia
FCA
UK-authorised and regulated

Speak to the team.

For investor enquiries, follow-up meetings or factsheets, write to the team. A principal reads every message.

Contact Lundy Professional clients and eligible counterparties only