Investment Ideology

Our Purpose

At Lusate, we pride ourselves on balancing the feel of a small firm with the scale of a large global organization. Our entrepreneurial culture and flat management structure foster an environment in which good ideas can take flight, no matter where they come from. We have deep industry experts across all asset classes, capabilities and segments of the investment ecosystem.

Our Process

On-the-ground, global fundamental research is the foundation of our investment approach. Located in the United States, Europe, Asia, and the Middle East, our investment professionals collaborate on detailed fundamental analysis integrating knowledge across regions, sectors and asset classes to arrive at unique insights.

We empower our investment teams to make independent investment decisions, and we support them with global research capabilities and a strong operations infrastructure. This model allows our teams to focus on what we do best: invest your capital.

Risk management is integral to our portfolio construction. Our independent global risk management team provides objective monitoring of all our portfolios to ensure our investment teams understand the balance of risk and return and our investment strategies deliver their expected pattern of performance.

Lusate considerations, including a company’s governance policies and board structure, environmental practices, and labor policies, can affect a security’s valuation and financial performance. Therefore, our investment professionals integrate ESG analysis into their research and decision-making processes.

Inclusivity and Diversity

Lusate was built on the premise that a multicultural firm can serve a global clientele best. Our professionals around the world infuse the local flavor of their regions into our global network. We are a united collection of individuals who respect each other’s differences, and we value our rich diversity. We believe diversity of thought and open debate encourage creative and innovative solutions for our clients.

Inclusivity and Diversity straightforwardly affects our capacity to develop and dominate. This is the reason we are focused on establishing a comprehensive workplace where everybody is heard, regarded and esteemed for what their identity is. We accept that building different groups that influence the entirety of our best reasoning and endeavors will assist us with settling on better choices, be more imaginative and further develop our capacity to help our members tackle complex issues. It’s a vital aspect for supporting our upper hand, in todays market and the future market.

Thriving in a Diverse New World

Diversity of markets, customers, ideas, and talent is driving the need for inclusion as a new leadership capability. Here are six attributes of leaders who display the ability to not only embrace individual differences, but to potentially leverage them for competitive advantage.

Investment Ideology

Lusate delivers proven investment solutions with carefully managed risk factors to ensure sustainable long-term yield. Our platform is accessible to millions of investors worldwide, providing life-changing opportunities across the world.

From our inception, consumerism has been a crucial part of our Ideology. We have done everything in our power to make sure our members are continually satisfied with our services. This has led us to keep researching numerous ways to achieve this.

Our investment strategies were attained by a process of testing. We tested them in numerous market environments, a variety of social and financial classes, and conducted simulations around the globe. This gave us the ability to adapt when necessary and still provide our members with the optimum level of returns.

We strive to attain a height where a member walks away, thinking, ‘Wow, I love doing business with them, and I want to tell others about the experience.