STOCK

Stock

In our view, thoughtful and informed active management can help our clients achieve their long-term objectives. This is the way we’ve approached stock management since 2019.

Our portfolio managers are given the freedom to develop their approach, which is then documented and monitored by our independent product management team. The goal is to ensure that our approaches are managed in line with a deeply considered, proven philosophy that sets out exactly how the manager intends to identify opportunities and control risks.

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Own a Piece of a Company's Future

Our integrated global investment platform fosters collaboration and allows our investment professionals to share ideas across geographies daily.

  • While stocks fluctuate, growth may help you stay ahead of inflation.
  • Potentially generate income with dividends
  • Flexibility for long- and short-term investing strategies

Why Trade Stocks?

Stocks let you own a piece of a company’s future. They’re available for a wide variety of industries, so you can tap into your knowledge of specific businesses or help you diversify your portfolio.

Growth potential

While stock performance changes over time, successful stocks can help your money grow—at times, they can even outrun inflation.

Income

Some stocks pay regular dividends—that’s income you can keep or reinvest.

Flexibility

Since stocks trade by the millions every day, you can move quickly when you’re buying or selling.

Control

You decide which company to invest in, when it’s time to buy, and when it’s time to sell.

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Why Trade Stocks With Luxei Corporate Finance?

Our tools, information, and professional guidance mean you’ll never have to face the markets on your own.

  • Get market data and easy-to-read charts
  • Use our stock screeners to find companies that fit into your portfolio
  • Trade quickly and easily with our stock ticker page
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The Luxei Corporate Finance Private Equity Advisory Team

The Luxei Corporate Finance Private Equity Advisory Team consists of more than 100+ Investment Advisory Professionals based in Florida, Copenhagen, Helsinki, Hong Kong, London, Madrid, Milan, Munich, Shanghai, Singapore, Sydney, and Zurich with a focus on core sectors in Healthcare, TMT, Services and Industrial Technology.

The Luxei Corporate Finance Private Equity Advisory Team has vast investment expertise, industry and sector knowledge, and established networks in the local business communities and societies. Whilst having a strong sector approach and maintaining a "local-with-locals" presence, the team is uniquely positioned to analyze companies and the markets in which they operate, and to develop proprietary investment opportunities. The Teams’ operational approach, combined with an ability to see what is "beyond the obvious" in terms of growth potential, industry consolidation, or structural change, are key advantages when scanning investment opportunities and monitoring portfolio company development.

We are always ready to help you !

Exploring investment opportunities

The Team, in collaboration with the advisors in the Luxei Corporate Finance Network, which are selected and retained along with the sectors, seeks to identify potential control or co-control equity investments in companies with strong or improving market positions, a significant potential for top-line and earnings growth, and an engaged management team. In the middle-market segment, additional focus is on growth equity in the family- and entrepreneur-owned businesses, corporate orphans, and public-to-private transactions.

This work, in conjunction with opportunities originating from the Luxei Corporate Finance Advisors, ensures a strong pipeline of possible transactions. Targeted companies should have the potential for improvement and value creation by investing in growth, performance improvement, and active participation in industry consolidation through add-on acquisitions.

The typical equity investment opportunity in the large-cap segment ranges between EUR 125 million and EUR 1,200 million, and in the mid-cap segment between EUR 40 million and EUR 125 million.

The focus is on finding companies with underlying competitive advantages, such as operational excellence, unique brand qualities, and superior product characteristics – the essential building blocks of a strong market position. When assessing a company’s growth potential, an array of factors are considered, such as addressable market size, the potential for new products and geographical expansion, distribution channels, and customer satisfaction.

Activities

Building Market Leaders in Core Economic Sectors

Luxei Corporate Finance Private Equity follows a highly flexible 'first principles' investment approach, applying developed world investment tools Globally.

Fast Facts.

* Stop and conditional orders may help protect your portfolio
* The price-to-earning (P/E) ratio can help you identify value stocks
* Compare earnings-per-share (EPS) between similar companies
* Market capitalization (market cap) is the dollar value of a company
* Stock performance can fluctuate depending on market conditions
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Joining forces for development

Once a portfolio company has been acquired, Luxei Corporate Finance Mgt appoints a Board of Directors with a Chairperson (an Luxei Corporate Finance Advisor with relevant management background).
The Board of Directors defines and monitors strategic plans and ensures that management gets the appropriate support and resources to run the portfolio company in an efficient, responsible and accountable manner.
There is also the more informal forum called the PGE consisting of the Chairperson, the portfolio company CEO and the Luxei Corporate Finance Private Equity partner. The PGE works closely together on an informal and continuous basis, which provides a sounding board to the CEO. He or she can address and get advice and support on different topics such as operational or strategic issues. The PGE offers the portfolio company an extra supportive forum and keeps the owners updated on the business and progress. The PGE does not have decision-making powers and is in no way a substitute for the portfolio company Board of Directors.
All parties involved – owners, board and management – invest and contribute skills and expertise, striving towards the same goal of making the company stronger, more sustainable and well-positioned to continue to prosper also after Luxei Corporate Finance’s ownership. Luxei Corporate Finance's in-house digital team also supports the portfolio companies to accelerate expertise and capabilities within tech and the digital space in order to future-proof the companies for the long-run.