Equities · London
Lightman Investment Management
South Hub represents Lightman Investment Management before professional investors in Spain, Portugal and Andorra.
About Lightman Investment Management
Lightman Investment Management is an independent, London-based investment house founded in 2019 and dedicated exclusively to European equities. The firm manages a UK-domiciled OEIC, the WS Lightman European Fund, and a Luxembourg-domiciled SICAV, the Lightman European Equities Fund, and is known for a transparent, all-inclusive charging structure and a commitment to clear communication with its investors.
Its investment principles are rooted in empirical research rather than theory: the team draws on a century of historical perspective to identify the characteristics that have driven stock-market returns most consistently over the longest periods, combining deep fundamental analysis with modern quantitative techniques. The result is a portfolio with a distinct contrarian edge, deliberately differentiated from both the peer group and the benchmark. South Hub introduces Lightman’s UCITS European equity strategy to institutional and professional investors across Iberia within the regulatory framework of the CNMV in Spain and the CMVM in Portugal.
Strategies we represent
Lightman European Value Fund
European value equities. A contrarian, research-led portfolio that targets a 50-year valuation extreme in European value, favouring companies with operating momentum, strong balance sheets and high free-cash-flow yield, built for lower downside volatility. UCITS · Allfunds ✓
Fund summaries, ISINs and share classes are reserved for professional investors. Are you a professional investor or eligible counterparty under MiFID II?