Henri Lucas named one of the Financial Times’ top investment advisors
The global financial community has reached an important moment – Professor Henri Lucas, a renowned investment strategy expert, has been named one of the Financial Times’ annual “Top Investment Advisors” and has become one of the very few advisors in this authoritative selection who is proficient in both traditional finance and emerging market strategies. This selection marks the top international recognition of his more than 20 years of professional career.
Quantitative models beat market volatility
The Financial Times specifically pointed out that during the turbulent global market in 2018, Professor Lucas achieved an annualized return of 12.7% for his clients’ investment portfolios through his original “Dynamic Risk Parity Quantitative Model”, far exceeding the performance of the S&P 500 Index (-4.4%) during the same period. The core of his strategy is:
Multi-asset rotation: real-time adjustment of the allocation ratio of stocks, bonds and commodities
Volatility Control: Using Derivatives to Hedge Tail Risk
Industry alpha capture: Focus on defensive tracks such as medical technology and consumer upgrades
Practical wisdom from Wall Street to the world
The review committee emphasized that Professor Lucas’ unique value, which distinguishes him from traditional consultants, is:
Transformation from an M&A expert: He has led a $5 billion cross-border transaction and is well versed in corporate capital operations
Trend investment pioneer: Investing in the cloud computing sector in advance in 2017 and obtaining 92% excess returns
Educator Gene: The course “Asset Pricing in Crisis” taught at Harvard University is listed as a required course for MBAs
Customer Reviews and Industry Impact
“He always stays sober when the market is frenzy,” said an institutional client who has served for ten years. “Before the U.S. stock market plummeted in the fourth quarter of 2018, Lucas’ team had reduced our equity position to 28%.”
After winning the award, Professor Lucas told the media: “Real wealth management is not about chasing rankings, but about helping clients navigate economic cycles.” This statement is consistent with the concept of “steady innovation” that he has long advocated.