LUMINUS MANAGEMENT Overview
Luminus Management Llc is a hedge fund that manages 5.4 BN dollars in regulatory AUM and has 25 employees, of which 17 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/03 to 12/31/19. The fund's latest filing disclosed 2BN in positions, representing 37% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/03 to 12/31/19. The fund's latest filing disclosed 2BN in positions, representing 37% of the manager's regulatory AUM.
LUMINUS MANAGEMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
LUMINUS MANAGEMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| VAL | 12.21% | Energy | -93.14% | 0.4% | 7 | 5% | ||
| FE | 5.8% | Utilities | -16.93% | -0.22% | 1 | 12% | ||
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FEATURED IN
LUMINUS MANAGEMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Radion N. Segal | Trustee - Rustic 2011 Trust | April-2011 |
| Radion N. Segal | Trustee - Luminus 2002 Ts Trust | April-2002 |
| Jonathan D. Barrett | President And Portfolio Manager | August-2011 |
| Mark N. Brennan | Treasurer And Chief Financial Officer | April-2002 |
| Jobey L. Eddleman | Vice President, Tax | April-2002 |
| Jeffrey P. Wade | Chief Compliance Officer/General Counsel | February-2011 |
| Nicole M. Panebianco | Chief Operating Officer | August-2011 |
| Shimon B. Edelstein | Executive Vice President, Tax | January-2013 |
LUMINUS MANAGEMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Administrator | Pro |
| Administrator | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
| Prime Broker | Pro |
LUMINUS MANAGEMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Luminus seeks to achieve positive investment returns for the Funds by identifying inefficiencies in the power, energy, utilities and related industries and sectors. Luminus’ investment professionals have extensive backgrounds and experience analyzing operating companies specializing in power generation. Luminus’ investment professionals utilize fundamental as well as technical analysis to formulate investment decisions.
Luminus’ core strategy focuses on investments across the capital structure of publicly traded power, energy, utilities and related companies. Luminus also implements opportunistic investments in the power markets and private investments within the power, energy, utilities and related industries and sectors.
Each of the Funds’ portfolios is concentrated in companies that operate within the power, energy, utilities and related industries and sectors. ...
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Luminus seeks to achieve positive investment returns for the Funds by identifying inefficiencies in the power, energy, utilities and related industries and sectors. Luminus’ investment professionals have extensive backgrounds and experience analyzing operating companies specializing in power generation. Luminus’ investment professionals utilize fundamental as well as technical analysis to formulate investment decisions.
Luminus’ core strategy focuses on investments across the capital structure of publicly traded power, energy, utilities and related companies. Luminus also implements opportunistic investments in the power markets and private investments within the power, energy, utilities and related industries and sectors.
Each of the Funds’ portfolios is concentrated in companies that operate within the power, energy, utilities and related industries and sectors. ...
Unlock Full Investment Process Description
LUMINUS MANAGEMENT Portfolio Concentration
LUMINUS MANAGEMENT Location
1700 BROADWAY
38TH FLOOR
NEW YORK, New York
UNITED STATES, 10019
38TH FLOOR
NEW YORK, New York
UNITED STATES, 10019
LUMINUS MANAGEMENT Contact Information
Phone Number: 212-615-3450
Fax Number: 212-615-3430
Website: http://www.luminusmgmt.com/
Fax Number: 212-615-3430
Website: http://www.luminusmgmt.com/
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