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

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Core Values

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Transparency

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

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

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Long-term 

• 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.

 

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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.

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Responsible Investing

• The majority of our investments abide by the UN Sustainable Development Goals.

• Lucerne Capital Management is a signatory of the United Nations-supported Principles for Responsible Investment (UNPRI). For more details about the UNPRI and its investment principles.