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Both our investment philosophy and business principles are based on the commitment we have made to our investors, whose interests always come first.

Core Values


  • We are committed to communicating openly with our clients, prospects, and employees.

  • Our clients have been allocated to Lucerne on average for >8 years.


  • We are long-term focused and believe in the power of compounding.

  • We have a disciplined and repeatable process utilizing a cash flow-focused methodology.


Alignment of Interests

  • We demonstrate our confidence in the Lucerne Capital strategy, with the Lucerne Team representing a significant percentage of the AUM.

  • We are all in the same boat moving in the same direction.

Responsible Investing

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