Lumida ETF: A Non-Consensus Approach to Growth & Value Investing
This actively managed portfolio may appeal to investors seeking potential for appreciation while minimizing tax impact.
as seen in:
Thanks for your interest!
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.
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
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.
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.
Lumida is considering making previously private Zoom and CIO call recordings accessible.
Disclaimer
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