Lumos Alpha
About Us
We manage investment portfolios for individuals, families, and investment entities across the globe. Our firm prides itself on a track record of delivering a compound annual return of over 25% in recent years by combining quality investing framework and AI technologies to maximize returns and reduce risks.
Founder & Portfolio Manager
Dr. Zhilin Zhang received his Ph.D. in AI and signal processing from the University of California, San Diego. Since 2015, he has applied his expertise to develop stock investment strategies. He established two capital management companies that cater to high-net-worth individuals, families, and investment firms worldwide. Since 2017, his companies have consistently achieved a compound annual growth rate (CAGR) of over 28%.
From the industry, Dr. Zhang has received more than 20 awards, and was recognized as one of the "Top 50 Distinguished Chinese Data Scientists" by the First Finance in 2019. In academia, he has published over 60 academic papers on AI and signal processing. Four papers have been recognized as "most cited articles" in IEEE Transaction journals, and one was awarded second place in the "2019 Best Papers" by the IEEE Engineering in Medicine & Biology Society. He was elected as a technical committee member of the IEEE EMB Society and serves as the editor for several IEEE Transaction journals and other academic journals. He was recently recognized as a Top Scholar in Bayesian Inference (one branch of machine learning) by ScholarGPS.
Investment Strategies
We employ a rigorous, disciplined investment strategy that prioritizes high-quality businesses, long-term holdings, intrinsic value, and risk control. Typically, our investment portfolio can be divided into three parts:
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Core Portfolio (60-70%): Capital is primarily allocated to U.S. companies with stable growth trajectories, durable competitive advantages, and strong fundamentals—including high returns on capital, robust free cash flow generation, and low debt levels.
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Growth Allocation (10-20%): A smaller strategic portion targets high-growth opportunities with outsized return potential, balancing the core portfolio’s stability with strategic upside.
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Risk Mitigation (10-30%): To hedge against market volatility, an AI-driven algorithm dynamically adjusts capital allocation across various financial vehicles, minimizing portfolio drawdowns during periods of heightened market uncertainty.