Our Investment Style
Overview
At Lulygo Capital, our lifestyle drives objectives and our experiences determine our overall approach to investing. We are focused on generating income first, with a future expectation for longterm growth. We achieve our income goals through a combination of long positions in investments that provide a higher than average dividend or interest bearing yields, and the sale of higher than average premium options contracts. Our growth objectives are achieved by investing in innovative solutions that are shaping this new multichannel society.
Experiences Providing Perspective
Over the last few years of my corporate career it became evident that the world was changing to a multichannel society. No longer was it good enough to effectively communicate face to face, but to effectively communicate using new digital channels. The pandemic only helped to propel the critical need for more efficient digital and virtual forms of communications.
As the dust settled and the pendulum swings back to equilibrium we are left with a more accepted multichannel society. While the pandemic helped prove that humans still long face to face interactions, for companies, it became quite clear that investing in new digital channels was no longer an option, but a necessity. These more mobile and virtual environments are giving rise to new trends, that will provide opportunities to investors.
Lifestyle Providing New Trends
Becoming a digital nomad prior to it being “cool” or accepted, helped me to better see some evolving themes that may soon become the norm. Most notably, the work from home, or better labeled, work from anywhere movement began to drive demand for both on-grid and off-grid solutions that provide flexibility on work locations. This trend, intern, provides opportunistic themes that our investment committee can easily agree on — solutions that help support mobile working and mobile living. Some of them, for example, could include solutions for solar systems, wifi accessibility or even traveling vehicle options.
As with our current lifestyle we continue to look for solutions that can help improve our enjoyment of our situation and the experiences that we seek.