Lumyna Investments and Marshall Wace Launch New Global Titans UCITS Fund with USD 150 Million
5 MAR, 2025
By Jose Luis Palmer from RankiaPro Europe
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.
