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PORTFOLIO
MANAGEMENT

EXECUTIVE SUMMARY

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.

THE BENEFITS
Skyline New York

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

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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)

  • 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

Contact Us

info@luciditycp.com
+1 (917) 502-2015

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ADDRESS

555 West 53rd Street, #1547
New York, New York 10019

CERTAIN RISKS

Commodity futures and options trading involves substantial risk of loss and is not for everyone. An investment in any investment vehicle described, if made available, should be regarded as highly speculative in nature and could result in the loss of all of the capital invested. Investment in any investment vehicle described on the Website is intended only for experienced and sophisticated investors who could afford such a loss. The high degree of leverage that is often obtainable in futures and options, as well as other trading strategies can work against you as well as for you. The use of leverage can lead to large losses as well as gains. Past performance is not necessarily indicative of future results.

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