Long-Term Growth with Low to Moderate Risk.
Lunar Asset Management N.V. seeks to capture long-term growth in the public markets by investing in undervalued securities with strong earning potential, projectable cash flows, solid balance sheet, high quality management teams, and relevant competitive advantage. In doing so Lunar seeks to (1) preserve capital and (2) grow capital at low to moderate risk.
REASONS TO
CONSIDER
VALUE INVESTING
LOW-TO-MODERATE
RISK STRATEGY
MAKE THE MOST OUT
OF COMPOUNDING
THE BEST PATH TO
STOCK MARKET PROFIT
DISCRETIONARY
PORTFOLIO
MANAGEMENT
Lunar Asset Management N.V. provides discretionary investment/ asset management services to individual and institutional clients starting at $100,000. All investments are made on behalf of the client through a variety of securities such as stocks, bonds, mutual funds, ETFs, derivatives and more. The term discretionary refers to the investment decisions being made by Lunar Asset Management as the Investment Manager based on proprietary research and analysis.
Services are tailor-made to client’s profile so to suit their risk appetite, risk tolerance, and investment objectives. All investments done by Lunar Asset Management are within the “limits” of its strategy. The value investing strategy seeks substantial returns without incurring too much risk. Our goal is to preserve your capital/ purchasing power by growing it with at least the inflation rate and an acceptable premium for the added risk.
To preserve capital does not solely entail having good returns but also a solid and trustworthy deposit banks. Clients will have their own investment account on their name at a reputable bank in Europe. The account can be accessed 24/7 through e-banking and can be used for other financial services as well. Lunar Asset Management charges an annual fixed rate of the Assets Under Management (AUM) for its services. For more information on the discretionary portfolio management service speak to one of our investment managers.
INVESTMENT
FUNDS
Lunar Asset Management N.V. proudly manages four specialized investment funds designed to cater to institutional investors and high-net-worth individuals. These funds provide reduced risk through diversification, advanced portfolio management, and the benefits of economies of scale. Our investment funds are:
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Beaver Funds
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Beaver Fund - North America (BFNA)
The Beaver Fund - North America focuses on investing in publicly traded North American equity securities. Emphasizing individual security selection based on in-depth fundamental analysis, the Fund operates as a long-only entity. It directs its research and capital towards undervalued mid-cap companies, meticulously chosen from a universe of quality industrial and consumer products and services companies.
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Beaver Fund - Global (BFG)
The Beaver Fund - Global targets significant capital appreciation by investing in international publicly traded equity securities. Guided by thorough fundamental analysis, the Fund focuses on special investment opportunities, including undervalued conglomerates, family-owned enterprises, and other niche investments. While some investments carry higher risk, they also offer extraordinary potential returns. The Fund operates on a long-only strategy.
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Beaver Fund - Natural Resources (BFNR)
The Beaver Fund - Natural Resources seeks substantial capital appreciation by investing in a diversified portfolio of international publicly traded equity securities within the resource sector. This long-only Fund directs its research and capital to undervalued resource companies, covering precious metals, base metals, and energy (oil, gas, and renewables). While certain investments carry elevated risk, they present exceptional potential for returns in the future.
Beaver Fund - Europe (BFE)
The Beaver Fund - Europe invests in publicly traded European equity securities, with a focus on individual security selection through comprehensive fundamental analysis. Operating on a long-only strategy, the Fund concentrates its research and capital on undervalued mid-cap companies, selected from a well-defined universe of high-quality industrial, consumer products, and services companies. Currency-hedging-related derivatives may also be utilized by the Fund.
HOW TO
BENEFIT FROM
LUNAR'S INVESTMENT
STRATEGY?
Value has historically beat growth investment over the long-term.
CAPITAL
PRESERVATION
Suitable for investors seeking capital preservation and growth with low-to-moderate risk
LONG-TERM
RISK-REWARD
Suitable for investors with an investment horizon of 10 years and up
PORTFOLIO DIVERSIFICATION
Suitable for investors seeking a well-diversified portfolio that is able to withstand unfavorable market conditions
STATEMENT OF
INVESTMENT PRINCIPLES (SIP)
AND INVESTMENT
POLICY STATEMENT (IPS)
Lunar Asset Management N.V aids financial services companies such as insurance companies, pension funds, endowment funds, and credit co-operatives with the making of Statement of Investment Principles and Investment Policy Statement. A Statement of Investment Principles (SIP) details the policies which control how a financial services company invests. Basically, the SIP sets out the principles governing how decisions about investments are made and is prepared in accordance with all relevant legislation and best practice guidelines.
An Investment Policy Statement (IPS) is a document drafted between the client and its investment manager. The document serves to outline the general rules for the manager. It includes the general investment goals and objectives of the client, the risk tolerance, asset-allocation, and liquidity requirements. It also includes the strategy the manager should employ to meet the investment objectives. For more information on the Statement of Investment Principles and Investment Policy Statement services feel free to contact one of our investment managers.
INVESTMENT
SEMINARS
Lunar Asset Management N.V. provides investment seminars and presentations to investment clubs, service clubs or any other interested parties. Information on seminars and conferences organized or attended by Lunar Asset Management will be detailed in this section as well. For seminars and presentations inquiries feel free speak to one of our investment managers.