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. manages 4 investment funds (mutual funds) with differing strategies and focus that are ideal for institutional investors and high-net worth individuals seeing the reduced risk through diversification, advanced portfolio management, and the benefits of economies of scale. The investment funds are: Solar Value Fund (SVF), Solar Special Value Fund (SSVF), Solar Resources Fund (SRF), and Lunar Value Fund (LVF).
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Solar Value Fund (SVF)
The Solar Value Fund invests in about twenty American publicly traded equity securities with an emphasis on individual security selection based on thorough fundamental analysis rather than general equity market movements. The Fund is long-only and concentrates its research and capital on undervalued, mid-cap companies chosen from a carefully defined universe of quality industrial and consumer products and services companies. The Fund may use currency-hedging related derivatives.
Solar Special Value Fund (SSVF)
The Solar Special Value Fund seeks substantial capital appreciation by investing in about forty international publicly traded equity securities, with an emphasis on individual security selection based on thorough fundamental analysis rather than general equity market movements. The Fund is long-only and concentrates its research and capital on special investment ideas. These investments can be undervalued conglomerates, family companies or other specific investments. Some of these investments carry a greater risk, but this allows for extraordinary return potential in the future. The Fund may use currency-hedging related derivatives.
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Solar Resources Fund (SRF)
The Solar Resources Fund seeks substantial capital appreciation by investing primarily in a diversified portfolio of about forty international publicly traded equity securities in the resource industry. The fund may also invest in equity funds, but not more than 10% of its net assets in the securities of a single fund. The fund is long-only and concentrates its research and capital on undervalued resource companies, such as companies with exposure to precious metals, base metals, and energy (oil, gas, and renewables). Some of these investments carry a greater risk, but this allows for extraordinary return potential in the future. The Fund may use currency-hedging related derivatives.
Lunar Value Fund (LVF)
The Lunar Value Fund invests in about twenty European publicly traded equity securities with an emphasis on individual security selection based on thorough fundamental analysis rather than general equity market movements. The Fund is long-only and concentrates its research and capital on undervalued, mid-cap companies chosen from a carefully defined universe of quality industrial and consumer products and services companies. The Fund is euro-denominated and may use currency-hedging related derivatives.
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.