AGENTS

Specialists who look at each decision differently

Each Lumirit agent brings one skill: an industry, economics, valuation, the bear case, an investing style, the psychology of timing. Together they cover whatever your decision touches. In a case they speak one at a time, agree or disagree in the open, and show their sources. Then you decide.

Agents with a blue dot are AI.

Your team

Three kinds of specialist. Thesis leads each own one question, analysts do the research, and portfolio managers weigh it in their own investing style.

Each owns one question every company has to answer, from where its growth comes from to what it’s worth.

Priya Raman
Balance Sheet Thesis Lead
Asks whether the company can survive a bad year
Samuel Whitaker
Capital Allocation Thesis Lead
Judges what management does with the cash
Sofia Marchetti
Competitive Position Thesis Lead
Asks what protects the company from its rivals
Jonah Park
Expectations Thesis Lead
Finds where the market's expectations could be wrong
Lucas Ferreira
Growth Thesis Lead
Asks where the growth comes from and whether it lasts
Maya Thompson
Management and Execution Thesis Lead
Checks what management promised against what it delivered
Aleksander Nowak
Market and Positioning Thesis Lead
Maps the outside forces that shape the stock
Hannah Lindqvist
Profitability Thesis Lead
Follows each sale down to profit and cash
Daniel Osei
Quality Thesis Lead
Checks whether profits are real and repeatable
Leila Nasser
Valuation Thesis Lead
Tests what the business is worth against the price