Investment Strategies
Diverse strategies for long term growth.

Lucus Advisors oversees three different funds, each with its own uniquely designed and diligently maintained strategy.

Our Strategies

At Lucus Advisors we have worked hard to develop strategies that are meaningful and successful.


Red Alder

Red Alder is an equity multi-strategy hedge fund that employs both activist and event-driven strategies.

Red Alder’s activist strategy involves formal engagement with management teams and Boards of Directors and is often used to induce an event-driven change. This change may be accompanied by 13D filings, settlement agreements, Board reconstitutions, open letters, and white papers.

The event-driven strategy includes passive investing in classical event-driven situations, including, but not limited to, spinoffs, restructurings, M&A, structural conversions, and post-reorganization equities.

Red Alder is managed by Co-Chief Investment Officers, Schuster Tanger and Joshua Packwood.

Kernel

Kernel is a US-focused fundamental long-short equity investment fund that utilizes an organized, consistent, and robust fundamental process to create a diversified portfolio of stocks with regularly revisited investment theses free of decision biases that generates extraordinarily high returns with minimal risk.

Kernel is managed by Chief Investment Officer, Joshua Packwood, and President, Schuster Tanger.

Coppice

Coppice is a multi-manager strategy that invests in managers across asset classes including fixed income, equities, and hard assets in order to capture opportunities as they arise.

Coppice is managed by Portfolio Manager, James Elbaor, and Managing Partners, Schuster Tanger and Joshua Packwood.

Our Strategies

At Lucus Advisors we have worked hard to develop strategies that are meaningful and successful.

Red AlderKernelCoppice

Our Principles

At Lucus Advisors we believe that successful execution of our strategies is based on solid adherence to the following principles:


Adapt

At Lucus we adapt proactively to ever changing investor demands, employee expectations, and market conditions. Having our eye on what’s ahead is what allows us to set our goals for greater long-term growth. It is our belief that there is no improvement without forward vision.

Explore

We are passionate about expanding our core competencies and will always explore new sources of alpha generation. Lucus seeks to pave the way for new ideas rather than follow in the footsteps of others.

Incent

We incent ourselves and our people to be curious, productive, and good stewards of our brand. By aligning our interests with those of our investors, we guarantee that we are constantly working towards a Lucus in which we can all feel proud to be involved.

Engage

At Lucus we recognize our limitations and our need for flexibility and engage only best-in-class service providers. We continue to do what we do best by limiting any unnecessary hindrances to both ourselves and our investors. We have found success in doing so by employing rigorous processes in selecting key service providers. We compile and research many different options, bring the top contenders in for interviews, and conduct reference checks before making a choice.

Invest

Lucus invests in top-tier, institutional quality operational infrastructure. It is our goal to ensure that we can achieve the best by making resources available to ourselves that are on par with our competitors and beyond.

Employ

Hiring is one of our most important business activities as employees are the key determinant of our success. We cultivate talent and create a team with diverse backgrounds in order to generate new ideas and innovative thinking. All new employees are sourced from trusted channels, interviewed extensively by the Lucus management team, and receive thorough background checks.

Our Principles

At Lucus Advisors we believe that successful execution of our strategies is based on solid adherence to the following principles:

AdaptExploreIncentEngageInvestEmploy