
PORTFOLIO
MANAGEMENT
PORTFOLIO MANAGER SOURCING
Lucidity's core mission is to provide uncorrelated returns through a diversified low-net portfolio managed by seasoned portfolio managers who are deeply committed to alpha generation and risk management.
Central to Lucidity's business is the pursuit of high-quality strategies. Our sourcing team is comprised of highly experienced professionals who are dedicated to consistently identifying new and complementary sources of alpha. We achieve this through a combination of external managed accounts and dedicated portfolio managers.
Identifying and recruiting seasoned trading talent is paramount to the success of our multi-strategy, multi-manager model. Lucidity's team boasts a strong record of successfully identifying, recruiting, and managing skilled investment professionals on a global scale. Our approach involves conducting a rigorous evaluation of potential candidates, encompassing an assessment of their investment process, portfolio construction methodologies, and risk management practices.
What sets Lucidity apart is our unique access to highly experienced Portfolio Managers who often operate on their own and may be reluctant to return to traditionally structured multi-manager platforms. Our strategy offers these PMs an environment where they can focus singularly on generating returns, as we handle all back and middle office functions.

UTILIZING TECHNOLOGY
Utilizing advanced technology, we can monitor positions in real-time, allowing us to maintain a continuous pulse on what is transpiring within the investor or Fund portfolio. This real-time visibility enables us to respond swiftly to market developments and emerging opportunities.
At Lucidity, we recognize that the foundation of our success lies in our ability to attract and retain top-tier portfolio managers. We are committed to providing an environment that empowers these professionals to excel and contribute to the unique value proposition we offer our investors.
LUCIDITY CAPITAL PARTNERS PLATFORM

PORTFOLIO
MANAGERS
The ORCA model portfolio uses 3.5X leverage. Allocations are designed to solve for volatility. That is, the greater the inherent or expected volatility, the lower the allocation and the smaller the volatility, the higher the allocation. This is a sample of the managers we monitor:
Diversified cryptocurrency long short trading. Hong Kong/Puerto Rico based. Long standing, statesman of the crypto world. Ten-year track record. (15% allocation)
PM 2
Systematic global macro manager with an edge in fundamental macro research and proprietary risk management. New York based. (15% allocation)rto Rico based. Long standing, statesman of the crypto world. Ten-year track record. (15% allocation)
PM 18
Energy long/short equities strategy. London based. World renown expert in energy analysis and trading. Twelve-year track record. (35% allocation)
PM 6
Global long/short technology/media/telecommunications (TMT) best ideas portfolio. New York based. Eight year track record. (35% allocation)
PM 22
AI and machine learning driven, high conviction long/short S&P 500 equity portfolio. London based. Five-year track record. (35% allocation)
PM 8
Fundamental long/short equity strategy using small and mid-cap U.S. equities. Thirteen-year record. Denver, CO based. (30% allocation)
PM 12
AI driven, self-correcting, S&P 500 prediction models, used to protect our portfolio from negative market swings. Seven-year track record. Nevada based. (15% allocation)
PM 24
Event driven, fundamental research of small - and mid-capitalization U.S. equities with identified, near-term earnings catalysts. Eight-year track record. Chicago based. (35% allocation)
PM 26
U.S. equity long/short strategy that combines fundamental and technical analysis to build high conviction positions. Ten-year record. New Jersey based. (35% allocation)
PM 13
Systematic equity long/short strategy that seeks to predict equities markets combining the power of highly modified Machine Learning, a set of 14 bespoke Factors, advanced Statistical Techniques and Behavioral Finance. Newport Beach, CA based. (35% allocation)
PM 29
SECTOR AND STRATEGY SPECIALISTS
CENTER BOOK
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WORK WITH MANAGERS (NOT ADVERSARIAL)
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BEST IDEAS
Seek attractive returns with controlled risk
Low net/hedged market exposure
Allocate to seasoned and specialized teams seeking alpha creation
Uncorrelated Fund returns, relative to traditional investments
KEY HIGHLIGHTS
Real-time, dynamic risk management