2026 outlook

Alpha through conviction.

LFHUS is a global hedge fund delivering asymmetric returns through deep fundamental research and disciplined risk management.

$4.2B
AUM
+18.6%
Net return (2025)
0.65
Sharpe ratio
5-year performance vs. benchmark

Investment strategies

Diversified portfolios built on proprietary research and thematic conviction.

Global Equity

Long/short equity across developed and emerging markets with a focus on quality compounders.

+22.4% since inception

Tech & Disruption

Thematic bets on AI, cloud, and next-gen infrastructure. Deep due diligence on early-stage leaders.

+31.8% since inception

Credit & Special Sits

Opportunistic credit, distressed debt, and event-driven positions with asymmetric risk/reward.

+14.2% since inception

Sustainable Alpha

ESG-integrated strategy targeting companies that drive the transition to a low-carbon economy.

+19.6% since inception

Performance highlights

Consistent, risk-adjusted returns across market cycles.

+12.8%
2024 return
+18.6%
2025 return
+6.2%
YTD 2026
0.86
Information ratio

Built on intellectual capital

45+ investment professionals · average 16 years of experience

We combine quantitative rigor with fundamental insight to identify mispriced assets globally.