Dr. Simon Nocera, Founder & Managing Partner
- Experienced Business Owner and Founder of Lumen Advisors
- Veteran Chief Investment Officer, Global Debt and Equity Markets
- Economist, IMF & EEC
- Doctor in Economics, the University of Milan, Italy; Electronics Engineering, I.T.I.S., Vimercate, Italy
SIMON is the Founder of LGI and the Managing Partner in Investments. Simon is an experienced entrepreneur with over 30 years of experience managing global and emerging markets funds across all asset classes. Before LGI, he founded Lumen Advisors in 2002 and was the Managing Partner and the CIO for the Lumen Global Value Fund (Emerging market hedge fund) and various separate accounts. Simon has developed the Lumen Global Value Compass, an unbiased measure of implied value across all asset classes globally.
Simon co-managed the Gavekal Global Equities UCITS Fund in 2017. Prior to Lumen Advisors, Simon was the Co-chief investment officer, global emerging markets debt and Managing Director of Dresdner RCM Global Investors. He previously worked at Soros Fund Management as an advisor and portfolio manager for the Quantum Emerging Growth Fund. Prior to that, Simon was CIO for Emerging Market Fixed Income at LGT with total assets of over $1.5 billion and earlier served as a Global Strategist for Putnam’s fixed income group, where he built the EM business to over $1bn. From 1984 to 1992, Simon was an economist at the International Monetary Fund and an economist for the European Economic Commission working as a technical advisor for Sub Sahara African Governments.
In 1994, Simon was named the “Best Manager of the Year” by Business Week magazine and in 1996 his fund was awarded the Five Stars ranking by Morningstar. In 2005, the Lumen Global Value Fund, Ltd. was named the best Relative Value Strategy by Global Fund Analysis. Simon sits on the Advisory Board of the Master of Science Program in Financial Analysis and Investment Management at the School of Economics and Business Administration at Saint Mary’s College.