LU-LU CIK TO MY LU

Strategy

The fund acquires and holds large, long-term minority stakes in a concentrated portfolio of 12 to 15 high-quality, large-cap North American growth companies. It targets companies believed to be undervalued or underperforming their potential, engaging with management to generate long-term value. The core strategy is supplemented by an opportunistic hedging program using asymmetric instruments like options and credit default swaps to protect against macroeconomic risks and capitalize on market volatility.

Distribution Policy

The Company intends to distribute at least the minimum amount necessary to qualify for favorable U.S. federal income tax treatment as a Regulated Investment Company (RIC).

Frequency: Annually

Distribution Channels

Offering

Total offering size: $10,000,000,000

Target investor: Retail