Lumida ETF: A Non-Consensus Approach to Growth & Value Investing

Explore Lumida Wealth's potential ETF focused on capturing long-term growth trends through a tax-efficient structure.

This actively managed portfolio may appeal to investors seeking potential for appreciation while minimizing tax impact.

as seen in:

Lumida ETF : Interest Form

We're exploring a potential ETF strategy focused on growth and tax-alpha.
Express your interest below - the more interest we get the faster we launch!

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Disclaimer: This survey is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any securities. The ETF mentioned is not yet launched or registered with the SEC. We may or may not launch it. Filling out this form does not commit you to any investment.

Why This ETF?

Lumida Wealth's potential ETF strategy aims to navigate dynamic market conditions through active rotation and a focus on non-consensus opportunities.

Active Rotation

Capitalize on cross-asset class movements

Non Consensus

Invest in secular growers and contrarian opportunities

Tax
Alpha

The potential  ETF structure can offer tax advantages through reduced capital gains distributions

Growth Meets Value

Own factors that work in long-term

Your Journey. Our Expertise.

Disclaimer: The tweets below are provided by individuals on social media who are not Lumida clients. They were not compensated or paid for these mentions. These individuals have no material conflicts of interest with Lumida. The views expressed are solely those of the individual and do not constitute an endorsement or recommendation of Lumida or its services.Individual experiences may vary, and past performance is not indicative of future results.

Investors

Our investors bring deep expertise across digital assets, traditional finance, and financial services regulation

Disclaimer: The individuals and entities featured below are investors in Lumida Wealth. Their inclusion does not constitute an endorsement or recommendation of Lumida or its services. These investors have a financial interest in the company and may benefit from an increase in the company's value.These individuals and entities may have interests in other ventures unrelated to Lumida Wealth.

Social Leverage

GP (fmr Head of Data Science at Third Point and WorldQuant)

Social Leverage

GP (fmr Head of Data Science at Third Point and WorldQuant)

Social Leverage

GP (fmr Head of Data Science at Third Point and WorldQuant)

Ram Ahluwalia, CFA

Ram Ahluwalia, is a seasoned investment professional with a focus on identifying undervalued opportunities across asset classes.

‍His experience includes a blend of traditional investment analysis and quantitative modeling, allowing him to develop a unique perspective on market dynamics.

Ram's investment philosophy emphasizes rigorous research, a long-term outlook, and a disciplined approach to portfolio construction.

Ram favors a ‘quantamental’ approach to investing - a combination of top-down themes, bottoms-up fundamentals, and quantitative factor analysis.

Frequently Asked Questions

Q. How does Lumida's investing style differ from others?

Lumida employs a 'Quantamental Moneyball' strategy.

We combine qualitative judgments with statistical factors that we believe work over time based on our research.

Here’s our approach in brief:

  • Thematic (Top down): We focus on long-term growth trends or "themes" that have secular solid growth potential
  • Fundamentals (Bottoms up): We perform security analysis at the stock level to identify the best expression for our themes
  • Industry Analysis: We seek to understand winners and losers based on their competitive advantage, moat, customer lock and quality of customer, market share, and profitability
  • Contrarian: When an industry is dislocated, we seek to find the highest quality assets that are mispriced
    We seek to lead the markets and avoid names that are over-hyped and overvalued
  • Preference for Compounders: We prefer businesses that we can see ourselves holding over a long period of time that can also reinvest into profitable growth
  • Factor Aware: We incorporate statistical factor models that help us construct a portfolio that creates exposures to factors that we believe will outperform the markets, such as momentum, value, and quality
  • Macro Aware: We consider economic forces such as monetary policy and disruptive shifts in technology
  • Technical Analysis: We manage entry and exit points using technical analysis and key events such as company earnings, product launches, and macro events
  • Barbell Approach: We own both secular growth names that we expect will compound earnings for the long term, and quality value stocks that are ignored by the market but have attractive attributes (eg: free cash flow and buybacks, increased market share, etc)
  • Cross Asset Class: Although the ETF is primarily focussed on US equities, the ETF will also consider international equities or commodities exposure, fixed income, REITs etc, depending on market conditions

‍

Q. What is "Tax Alpha" and how does it benefit me?

A. Tax Alpha refers to the additional returns generated through tax-efficient management. Our proposed structure will allow us to rebalance and adjust positions without triggering capital gains taxes, potentially increasing your after-tax returns.

Q. What is your investing philosophy?

Lumida's investing philosophy, inspired by Warren Buffett and Peter Lynch, focuses on:

  • Identifying long-term growth trends
  • Researching these trends thoroughly
  • Finding promising industries within these trends
  • Selecting strong companies in these industries
  • Considering broader economic factors
  • Using advanced statistical models for investment decisions
  • Actively managing entry and exit points
  • Adapting between growth and value strategies based on market conditions


This approach balances growth potential with careful risk management, aiming for consistent, long-term results.

Q. What are the fees?

Standard ETF fees typically range from 0.03% to 0.75%, with passively managed ETFs often on the lower end of this range and actively managed ETFs on the higher end.

We have yet to release our prospectus and launch documents, so stay tuned for updates in our newsletter. Similar to other investment firms, we plan to offer lower fees to larger investors.

Q. When will it launch?

Launching an ETF typically takes 3 to 6 months. This process involves several steps, including filing a registration statement, setting up the fund structure, and securing market makers.

We plan to update potential investors about our progress through our newsletter and Twitter, so don't forget to follow us for the latest updates.

Q: Will the ETF be available on-chain?

We are discussing with multiple partners and compliance leaders on how to tokenize the first ETF on-chain.

Q. What is your track record?

Today, Lumida runs Separately Managed Accounts (SMAs).

Potential investors should understand that past performance does not guarantee future results, and new funds like ours do not have a performance history to report.

However, we can provide information about our investment strategy, the management team's experience, and the investments we track.

Please subscribe to our newsletter for detailed information and updates about our approach and objectives.

We are committed to transparency and will regularly disclose our holdings and performance as required by SEC regulations. Once we have an operational history, this information will be available in our periodic reports and on our website.

Q. Are there special benefits to large investors?

Lumida is considering making previously private Zoom and CIO call recordings accessible.

Disclaimer

Important Information


Lumida Form: This form is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any securities. Filling out this form does not commit you to any investment.

Lumida's Investors: The individuals and entities featured on this section in the page are investors in Lumida Wealth. Their inclusion does not constitute an endorsement or recommendation of Lumida or its services. These investors have a financial interest in the company and may benefit from an increase in the company's value.These individuals and entities may have interests in other ventures unrelated to Lumida Wealth.

This survey is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any securities. The ETF mentioned is not yet launched or registered with the SEC. Filling out this form does not commit you to any investment. 

Lumida Wealth Management LLC (‘Lumida”) is an SEC registered investment adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Lumida's website (referred to herein as the "Website") is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of the Website on the Internet should not be construed by any client and/or prospective client Lumida’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Lumida with a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

‍Lead Capture: By submitting your contact information, you are not obligated to invest in the ETF.We will only use your information to provide you with additional information about potential plans for an ETF which Lumida may or may not develop.

‍Address: Lumida Wealth Management, 25 W 39th Street Suite 700, New York, NY 10018
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