Lucerne Investment Partners

Overview

Lucerne Investment Partners is a privately owned, boutique investment group based in Melbourne, Australia. The firm specializes in providing customized investment solutions for high net worth individuals and institutions, leveraging a global network of institutions and investment professionals to source and manage investments across various asset classes and sectors. The firm's investment approach is characterized by flexibility, innovation, and alignment with clients' objectives. Lucerne actively manages and reviews portfolios, ensuring they are tailored to clients' personalized goals. The firm also offers third-party services, connecting clients with trusted partners for legal, banking, insurance, accounting, and financial planning needs. Additionally, Lucerne provides comprehensive administration and reporting platforms to keep investors informed about their investments. Lucerne's investment philosophy emphasizes a dynamic and engaging approach, typically reserved for institutional and family office capital. The firm invests alongside its clients, ensuring alignment of interests and a shared commitment to achieving investment success. This approach is underpinned by a dedicated investment committee with decades of combined experience, focusing on identifying macro and market themes early and determining the best ways to participate in them. Lucerne's portfolio spans a diverse range of industries, including technology, healthcare, financial services, consumer goods, energy, telecommunications, media, real estate, infrastructure, commodities, hedge funds, distressed and special situations, ESG and impact investing, crypto, and collectibles & art. The firm invests across various stages, from seed and early-stage investments to growth, late-stage, pre-IPO, buyout, turnaround, and distressed situations. Geographically, Lucerne focuses on Australia and has a presence in key international markets, including the United States, United Kingdom, Germany, France, China, Japan, India, South Korea, Canada, Brazil, Mexico, South Africa, Nigeria, Russia, Saudi Arabia, United Arab Emirates, Singapore, Hong Kong, and South East Asia. Lucerne's investment size ranges from a minimum of $1 million to a maximum of $50 million, catering to a wide spectrum of investment needs. The firm's commitment to investor education ensures that clients remain informed about their investments, fostering a transparent and collaborative relationship. Lucerne's track record reflects a dedication to delivering superior and consistent risk-adjusted returns, with a focus on low volatility and low correlation to equity markets, aiming to achieve returns above the Reserve Bank of Australia Cash Rate over rolling five-year periods.