What Lundy Investors does

Lundy Investors is a privately held investment management and advisory firm founded in 2018 by Edward Rowson, headquartered in Cookham, Berkshire, UK, with a regional office in Beirut, Lebanon. The firm operates through two integrated divisions — Investment Management and Advisory — supported by a proprietary Emerging Markets Research product and a Strategic Investment Team. Its core focus is Emerging Markets, with particular depth in MENA, GCC, and Sub-Saharan Africa, serving corporate clients and high-net-worth individuals with cross-border investment needs.

The Investment Management division offers two long/short equity funds (Emerging Markets Equity Fund and Emerging Markets Horizon Equity Fund), a private credit platform structured via Cayman providing offshore credit and equity stakes to EM businesses, and discretionary and non-discretionary managed accounts. The Advisory division provides equity and debt offerings advisory, M&A and capital restructuring, business efficiency and outsourced CFO services, treasury and cash management, and political risk advisory. Both divisions are led by a senior team with prior senior roles at Credit Suisse, Bank of America Merrill Lynch, EFG Hermes Asset Management, Arab Bank, and Blakeney Management, including founder Edward Rowson (CEO, formerly co-founder of MENA Capital), Wael Menhem (CIO, ex-Head of Research at IMM Group and VP at Credit Suisse), and Khaled Abdel Majeed (Funds Director, 30-year EM veteran and former CIO of EFG Hermes Asset Management).

The firm's revenue model combines asset-based management fees (funds and managed accounts) with professional services advisory fees (M&A, capital raising, treasury, political risk). Pricing is quote-based and not publicly disclosed. The firm employs 11-50 people, has no external institutional investors or funding rounds on record, and distributes services through direct, relationship-based advisory engagement supplemented by secure client and research portals.

Name

Lundy Investors

Legal name

Lundy Investors

Website

https://lundyinvestors.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Lundy Investors is a privately held boutique investment management and advisory firm specializing in Emerging Markets, offering long/short equity funds, private credit, managed accounts, and corporate advisory services to corporates and high-net-worth individuals across MENA, GCC, and Sub-Saharan Africa.

Ownership category

akta.pro rank

Product category

Investment Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940), All Other Financial Investment Activities (52399), Other Investment Pools and Funds (5259)

SIC

Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industries

Multi-Strategy — Equity L/S + Sector Specialists (FSAHAFAD), Private Equity Fundraising Placement (FSAEALAB), Debt Capital Raising Intermediation (Private Debt/Mezzanine/Bonds) (FSAEALAM)

Keywords

• Emerging markets investing
• Investment management advisory
• Corporate advisory services
• Private credit funds
• Political risk advisory

Headquarters

HQ city

Berkshire

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Management Fees: Revenue generated from managing investment funds (Emerging Markets Equity Fund, Emerging Markets Horizon Equity Fund, Private Credit Funds) and discretionary/non-discretionary managed accounts. The firm acts as money manager advising clients on cash management with fiduciary duty.
2. Advisory Fees: Revenue from providing investment advisory (equity/debt offerings, M&A, capital restructuring, research, treasury management, political risk advisory) and corporate advisory services (business efficiency, outsourced CFO, feasibility studies) to corporate clients and individuals.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Lundy Investors is a boutique investment management and advisory firm providing corporate and investment solutions across Emerging Markets. It operates two divisions — Advisory (investment advisory, corporate advisory, M&A, capital raising, debt/equity offerings, treasury and political risk advisory) and Investment Management (Long/Short Emerging Markets Equity funds, private credit funds, and discretionary and non-discretionary managed accounts) — supported by a differentiated Emerging Markets Research product.

Product overview

Lundy Investors operates as a one-stop-shop provider of corporate and investment solutions through two main divisions: Advisory and Investment Management. The Investment Management division offers Emerging Markets Equity Fund and Emerging Markets Horizon Equity Fund (Long/Short strategies), Private Credit Funds for EM businesses, plus Discretionary and Non-Discretionary Managed Accounts. The Advisory division provides Investment Advisory, Corporate Advisory (including Equity and Debt Offerings Advisory, M&A and Capital Restructuring Advisory), Research and Investment Accounts Advisory, Treasury and Cash Management Advisory, and Political Risk Advisory. Both divisions work in tandem with a Strategic Investment Team and are supported by a differentiated Research Product.

Differentiator

Problem solved

Functional benefit

Products and services

• Emerging Markets Equity Fund Long/Short strategy focused on Emerging Market Equity Fund investments, primarily capitalizing on macro trends, flows, catalysts and relative valuations. For corporate clients and high-net-worth individuals seeking exposure to emerging markets equities.
• Emerging Markets Horizon Equity Fund Long/Short Emerging Markets Horizon Equity fund providing opportunity to invest in companies within high-growth markets with developing macro profiles, focusing on demand drivers, operational efficiencies, earnings momentum and valuation discrepancies. For corporate clients and HNW individuals.
• Private Credit Funds (Emerging Market Export Growth Funds) Lundy's Private Lending Platform provides EM businesses with access to offshore credit through a Cayman set-up, including working capital credit lines and project financing, with equity stakes in financed businesses. For emerging market businesses seeking offshore credit.
• Discretionary Managed Accounts Discretionary Portfolio Management services with expertise in Emerging Market assets, where Lundy entirely manages the investment process from approval of targets to implementation and daily management. For corporate clients and HNW individuals.
• Non-Discretionary Managed Accounts Managed accounts where clients make their own buy and sell decisions from securities reviewed and approved by the Portfolio Manager. For corporate clients and HNW individuals seeking EM exposure.
• Investment Advisory Advisory services for both corporate clients and individuals on different strategies, geographies and asset classes. For corporate clients and HNW individuals seeking investment guidance across geographies and asset classes.
• Corporate Advisory Wide range of corporate advisory services including Capital Raising, M&A, Restructuring, Business Efficiency and other Advisory services. For corporate clients.
• Equity Offerings Advisory Advisory for companies raising capital through IPO, Rights Issues, Secondary Market Offerings, and Private Placements from Conceptualization to Roadshow and Regulatory filing. For corporate clients seeking capital raising.
• Debt Offerings Advisory Debt Advisory spanning Commercial Paper, Senior & Subordinated Bonds, Mezzanine Securities, Project Finance and Islamic Finance from Transaction Structuring to Documentation and Execution. For corporate clients seeking debt capital.
• M&A and Capital Restructuring Advisory Advisory on Capital Restructurings, Mergers, Acquisitions, and Disposals with full Process Management. For corporate clients undertaking M&A or restructuring.
• Business Efficiency and Other Advisory Services Advisory on Operational Cycle from Organizational, Managerial and Systems standpoint including Outsourced CFO, Business Planning, Feasibility Study Preparations. For corporate clients seeking operational improvements.
• Research and Investment Accounts Advisory Periodic advice on investment portfolios covering Macro, Equities, Fixed Income, Foreign Exchange, Precious Metals and Structured Products. For corporate clients and HNW individuals.
• Treasury and Cash Management Advisory Full cash management advice including liquidity projections, treasury operations, bank relationship management, cash accounting, short-term investing and payment services. For corporate clients and HNW individuals.
• Political Risk Advisory Political risk management analysis and recommendations covering both insurable and uninsurable political risks with forecasts and intelligence from top sources. For corporate clients and HNW individuals operating in emerging markets.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core and minor.

• IMM GroupcoreStrategic or Co-development PartnerEd Rowson worked with IMM Group in Dubai trading and managing various investment strategies. Ed and Wael co-managed IMM Group's GCC Active Fund from 2017 till 2019 before setting up Lundy Investors. Wael also served as Head of Research at IMM Group.
• Al Mal CapitalminorStrategic or Co-development PartnerKhaled Abdel Majeed joined efforts with Al Mal Capital in 2018, a leading MENA investment manager based out of the UAE, to expand investment management solutions.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Ashmore Group: London-listed pure-play emerging markets asset manager offering EM equity, debt, and blended funds — directly comparable to Lundy's EM Equity and Horizon Equity strategies and similar institutional client base.
• Arqaam Capital: Dubai-based full-service MENA-focused investment bank and asset manager providing advisory, capital markets, and asset management — closely mirrors Lundy's integrated Advisory + Investment Management model in the same MENA/GCC geography.
• Al Mal Capital: UAE-based MENA investment manager with which Lundy's Funds Director previously partnered in 2018; offers MENA investment management and advisory services directly comparable to Lundy's proposition.
• Shuaa Capital: Dubai-headquartered MENA investment bank and asset manager offering advisory, asset management, and brokerage across the region — a regional peer operating in overlapping MENA advisory and fund management segments.

Broad incumbents

• Aberdeen Emerging Markets (abrdn): Global asset manager with a substantial EM equity and debt franchise; competes for EM allocations but as part of a much larger multi-asset platform rather than a specialist boutique like Lundy.
• EFG Hermes: Leading MENA investment bank with full advisory, brokerage, research, and asset management capabilities — a larger incumbent where Lundy's Funds Director previously served as CIO, and a benchmark for scale in the same regional franchise.
• Mubadala Investment Company: Abu Dhabi sovereign investor with significant private credit, EM equity, and direct investing capabilities — represents a much larger institutional capital allocator and competitor for EM/MENA mandates.

Regional players

• NBK Capital: Kuwait-based MENA investment bank and asset manager — comparable GCC-focused advisory and asset management offering, but primarily serves a Gulf client base that overlaps rather than directly competes with Lundy's UK-Lebanon hub.

Emerging players

• SKAGEN Funds: Norwegian emerging markets fund manager running active EM equity strategies — relevant comparator for Lundy's EM Equity and Horizon Equity long/short funds and similar institutional and retail distribution mix.
• Frontier Markets Asset Management: Specialist asset manager focused on frontier and emerging markets; similar Long/Short EM approach and institutional client base as Lundy, though typically smaller scale and more concentrated regional mandate.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks4 records

Key highlights5 records

Customer concentration

• Xx.com/lundyinvestors
• Facebookfacebook.com/LundyInvestors
• LinkedInlinkedin.com/company/lundy-investors

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Lundy Investors