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Profile
Ms. Marianne O, CFA MBA, is Co-founder, Principal & Portfolio Manager at Lumen Advisors LLC.
She has over twenty years of experience in researching and investing in emerging markets debt, stocks and currencies.
She co-chairs the 100 Women in Hedge Funds, Northern California chapter where she also leads the Senior Practitioner Outreach effort.
Prior to co-founding Lumen in 2002, Ms. O has been the Assistant Director and fixed income analyst for emerging markets debt at Dresdner RCM Global Investors from January 1999 to January 2002.
At DRCM, she was responsible for analyzing and investing in emerging countries sovereign bonds, currencies and corporates, with focus on Asia.
Prior to joining Dresdner RCM, she was working at Tradewinds Financial Corporation as an emerging market analyst in 1998.
Previously, she worked with Simon Nocera at LGT from 1994 to 1997 as part of the team responsible for sovereign, currency and corporate analyses and investments in emerging markets.
Before joining LGT, she was an Assistant Vice President at Citicorp International Limited in Hong Kong where she was involved in loan origination and syndication in Asian capital markets from 1987 to 1992.
She holds a Masters in Business Administration in Finance from University of California, Berkeley, a Masters of Arts Degree and a Bachelor of Arts in Economics (Hons) from the University of Cambridge in England and is a Chartered Financial Analyst.
Marianne O. active positions
| Companies | Position | Start |
|---|---|---|
Lumen Advisors LLC
 Lumen Advisors LLC Investment ManagersFinance Lumen Advisors is a value investment manager. The firm invests exclusively in inefficient global markets and is not limited by any benchmark other than absolute return. They use leverage to hedge directional risk in the portfolio by shorting overvalued markets and paying for this cost by leveraging the undervalued market. Lumen Advisors' multi-strategy hedge fund consists of a mix of fixed-income, emerging markets, real estate and equity securities. | Founder | 28/02/2002 |
Former positions of Marianne O.
| Companies | Position | End |
|---|---|---|
SGKBB Ltd.
 SGKBB Ltd. Investment ManagersFinance SGKBB invests in global bonds and equities, seeking to maximize returns while actively controlling risk. They are a bottom-up global equity manager which emphasizes selecting growth companies where the valuation is not considered excessive relative to the markets. Their primary investment focus is on the UK. The firm offers mainly growth-oriented asset management products and manages a diversified portfolio of international securities including emerging markets. | Corporate Officer/Principal | 31/12/2001 |
Tradewinds Investment Management LP
 Tradewinds Investment Management LP Investment ManagersFinance Tradewinds Investment Management specializes in trend-driven value and distressed investing in global emerging markets. The firm seeks to maximize returns through investments in distressed or undervalued assets. While their master fund generally invests in distressed securities, it may also invest in all types of stocks, bonds, notes, bills, participating and convertible debt instruments, warrants, rights, derivatives and other securities and instruments of US and non-US issuers that are traded in public markets. The master fund may also engage in short selling, margin trading, hedging and other investment strategies and trades in publicly traded or over the counter options. In addition, the master fund may invest in restricted securities that are not traded in public markets. The master fund seeks to exploit niches of the global securities markets at times when it identifies inefficient pricing for structural, cyclical or emotional reasons. The majority of the master fund's positions are deep value investments, and as such are unhedged and concentrated on the long side of the market. The master funds investments are comprised of both debt and equity securities, and are often heavily weighted in one or the other, driven by the specific opportunities present at that time. Tradewinds' investment themes generally result from a top-down analysis of specific events or general market conditions. Within the broad universe of distressed securities, the firm typically focuses on three distinct areas: (1) event-driven investments (2) deep value situations and (3) restructuring investments | Corporate Officer/Principal | - |
Training of Marianne O.
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
90
1st degree connections
5
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
SGKBB Ltd.
SGKBB Ltd. Investment ManagersFinance SGKBB invests in global bonds and equities, seeking to maximize returns while actively controlling risk. They are a bottom-up global equity manager which emphasizes selecting growth companies where the valuation is not considered excessive relative to the markets. Their primary investment focus is on the UK. The firm offers mainly growth-oriented asset management products and manages a diversified portfolio of international securities including emerging markets. | Finance |
Tradewinds Investment Management LP
Tradewinds Investment Management LP Investment ManagersFinance Tradewinds Investment Management specializes in trend-driven value and distressed investing in global emerging markets. The firm seeks to maximize returns through investments in distressed or undervalued assets. While their master fund generally invests in distressed securities, it may also invest in all types of stocks, bonds, notes, bills, participating and convertible debt instruments, warrants, rights, derivatives and other securities and instruments of US and non-US issuers that are traded in public markets. The master fund may also engage in short selling, margin trading, hedging and other investment strategies and trades in publicly traded or over the counter options. In addition, the master fund may invest in restricted securities that are not traded in public markets. The master fund seeks to exploit niches of the global securities markets at times when it identifies inefficient pricing for structural, cyclical or emotional reasons. The majority of the master fund's positions are deep value investments, and as such are unhedged and concentrated on the long side of the market. The master funds investments are comprised of both debt and equity securities, and are often heavily weighted in one or the other, driven by the specific opportunities present at that time. Tradewinds' investment themes generally result from a top-down analysis of specific events or general market conditions. Within the broad universe of distressed securities, the firm typically focuses on three distinct areas: (1) event-driven investments (2) deep value situations and (3) restructuring investments | Finance |
University of Cambridge
 University of Cambridge Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of California, Berkeley
 University of California, Berkeley Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Lumen Advisors LLC
Lumen Advisors LLC Investment ManagersFinance Lumen Advisors is a value investment manager. The firm invests exclusively in inefficient global markets and is not limited by any benchmark other than absolute return. They use leverage to hedge directional risk in the portfolio by shorting overvalued markets and paying for this cost by leveraging the undervalued market. Lumen Advisors' multi-strategy hedge fund consists of a mix of fixed-income, emerging markets, real estate and equity securities. | Finance |
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