Team Details
Lucas
Portfolio Manager / AnalystLucas is a Portfolio Manager / Analyst at Valureon Global, supporting research and implementation across the firm’s strategies. He contributes to security selection, monitoring of existing positions and the preparation of materials for investment committee discussions.
Lucas works with senior portfolio managers to translate views into concrete trades, while also analysing how portfolios behave under different scenarios and how they align with mandate objectives.
Investment Experience
Lucas has experience in equity and fixed income research, as well as portfolio analysis. He has worked on building screens, monitoring watch lists and providing regular updates on company and market developments that are relevant to Valureon’s strategies.
At Valureon Global, Lucas is involved in the day-to-day monitoring of key metrics such as exposures, factor tilts and cash levels. He helps prepare regular reporting for both internal committees and external clients, supporting transparency around portfolio decisions.
Supports security research and monitoring for multiple strategies.
Contributes to portfolio construction and rebalancing decisions.
Prepares analytical materials for investment committee reviews.
Assists in client and internal reporting on portfolio positioning.
Professional Skills
Lucas combines strong analytical skills with attention to detail in execution and reporting. He is focused on producing clear, numerical evidence to support decisions and on ensuring that information used by investment teams is accurate, consistent and up to date.