Public and private markets, one investment committee.
Lundy runs strategies across public and private markets. In public markets, through the Discovery Global Strategy and Lundy Managed Accounts. In private markets, through two funds built where we have seen a specific opportunity and can own the execution: the Commodities Fund and LevaNA.
Liquid, global and research-led.
Discovery Global Strategy
Macro and thematic, long and short, unconstrained across geography, asset class and sector. Run as a separately managed account. Past performance is not a reliable indicator of future results.
Discovery →Lundy Managed Accounts
A discretionary portfolio in the client’s own name at Interactive Brokers, with Discovery at the core and a written mandate agreed at the outset.
Managed Accounts →Owner-operator, where we can own the execution.
Lundy Commodities Fund
Agricultural and mineral value chains, owned and operated from origin to export, with an active trading book that keeps the fund liquid. Current focus: Nigerian cocoa.
Commodities Fund →LevaNA Fund
Patient capital in founder-led consumer and industrial businesses of the Levant, built for export, with Lundy Origin as the route to market.
LevaNA →Administered, audited and valued independently.
The private strategies sit on a Cayman Islands segregated-portfolio platform, registered with the Cayman Islands Monetary Authority as a private fund.
Bolder Fund Services
Independent administrator; third-party verification of assets and NAV.
KPMG · Grant Thornton
KPMG Cayman Islands audits the funds; Grant Thornton values the portfolios.
Northern Trust · Osborne Clarke · Walkers
Fund banker, with English and Cayman counsel.
Three directors, one independent
Edward Rowson, Khaled Abdel Majeed (non-executive), Richard Scott-Hopkins (independent).
Strategy decks and track records.
Available to professional clients and eligible counterparties on request.