Why Lucerne?
Lucerne prides itself on providing flexible, innovative and aligned investment offerings. Lucerne has a global network of institutions and investment professionals providing access to market leading investments.
We take an innovative approach to investing.
The Lucerne Private Investment Committee aligns our global network of institutions and investment professionals with decades of combined investing experience.
Lucerne Private
Investment Committee
Identifying macro and market themes early
Determining the best way to participate
Monthly investment committee meetings
3 Lucerne directors
50+ years combined investing experience
The Lucerne Approach
500+
500+ managers screened per year.
250+
250+ meetings with managers, both new and existing.
100+
100+ due diligence reports prepared.
50+
50+ managers presented to Investment Committee.
30+
30+ managers added to our preferred list.
Process repeated as new investments are considered.