Lumyna Investments and Marshall Wace Launch New Global Titans UCITS Fund with USD 150 Million

Lumyna Investments, part of Generali Investments, has teamed up with Marshall Wace LLP to launch the Lumyna - MW TOPS Global Titans UCITS Fund, a new directional global long/short equity strategy. The fund starts with an initial investment of USD 150 million, targeting high-conviction opportunities across global equity markets.

Systematic Investment Approach with High-Conviction Strategy

The fund leverages Marshall Wace’s proprietary MW TOPS process, which employs a systematic and disciplined investment framework. It focuses on a concentrated portfolio of mega- and large-cap liquid equities, drawing high-conviction insights from a vast network of salespeople across investment banks, research boutiques, local brokers, and buyside firms.

With a directional bias resulting in a net long exposure of +30% to +70%, the fund aims to capitalize on alpha-rich opportunities while dynamically managing market exposure. The portfolio includes 300 to 600 positions, maintaining a data-driven, systematic approach to idea generation and portfolio construction.

Targeting Institutional and Private Wealth Investors

Designed to cater to institutional and private wealth investors, the Lumyna - MW TOPS Global Titans UCITS Fund offers daily dealing, ensuring both efficiency and liquidity. The MW TOPS process, established in 2000, continues to evolve by incorporating insights from a global contributor base, keeping it at the forefront of equity investing.

The fund aims to deliver consistent, absolute returns by capturing only the highest-scoring, most alpha-generating opportunities through rigorous analysis of top-tier investment ideas and market signals.