.svg)
.svg)
Who is Lloyd Capital, and what is the story behind the company?
Luigi Scirocco, CFA: Lloyd Capital is a Zurich-based, independent asset and wealth manager serving professional investors and private clients. The firm specializes in long-term equity ownership of high-quality businesses, investing only when it has complete clarity on the drivers of value creation. Its competitive edge lies in rigorous fundamental research and the discipline to wait patiently for opportunities when the market misprices exceptional companies. Lloyd Capital operates as a Registered Investment Advisor (RIA) with the U.S. SEC and is licensed by FINMA in Switzerland. It is a wholly owned subsidiary of Emerald Wealth Partners AG. The firm's philosophy centers on knowledge-driven investing and transparency: every position is thoroughly understood, and clients always know exactly what they own. In short, Lloyd Capital is a boutique built to deliver investment excellence with an entrepreneurial mindset and a long-term perspective.
Could you describe your investment products and the story behind them? When were they launched, and what are their objectives?
Luigi Scirocco, CFA: At Lloyd Capital we’ve designed our investment products directly around our core philosophy: an owner's mindset, deep fundamental analysis, and disciplined capital allocation. We don’t view them as “products” in the traditional sense but rather as strategies that reflect how we invest our own capital alongside our clients’.
We currently run two discretionary strategies: the Focused Equity Strategy and the Growth Equity Strategy. Both are concentrated, bottom-up, research-driven portfolios built on the principle of investing in high-quality companies at the right price.
More recently, we wanted to make this approach accessible to a broader audience. In 2024, in partnership with HANetf, we launched two UCITS ETFs that mirror our equity strategies: the Lloyd Focused Equity UCITS ETF and the Lloyd Growth Equity UCITS ETF. They track Solactive indices designed to replicate the way we invest in-house.
The idea behind them is simple: many investors want exposure to high-conviction, transparent, long-term strategies without the complexity or costs of bespoke mandates. By launching these ETFs, we’ve opened our approach to a wider investor base while staying true to our principles, alignment, transparency, and a focus on long-term value creation.
How would you describe your overall experience with Finlens so far?
Luigi Scirocco, CFA: For us at Lloyd Capital, Finlens has been a natural extension of our commitment to transparency and professionalism. The platform provides a simple yet powerful way to bring our strategies to life for clients; not only through clear performance reporting, but also through interactive, visually engaging presentations that remain fully consistent with our brand identity.
Which specific challenges or needs does Finlens help you solve?
Luigi Scirocco, CFA: Our main challenge has always been communicating the key elements of our investment approach and performance in a way that is both rigorous and accessible. Finlens bridges that gap. It streamlines the production of reports and factsheets, which previously required significant time and resources. It also enhances the client experience by enabling us to share data in a digital format that gives investors immediate and transparent insight into how their investments are performing.
How do you perceive the value you receive from Finlens compared to its cost?
Luigi Scirocco, CFA: We view Finlens as excellent value. Building something comparable internally would have required substantial financial and development resources. Instead, we now benefit from a ready-made platform that continually evolves, saves significant internal effort, and strengthens the way we engage with clients. When you consider the time saved, the improved quality of communication, and the professional presentation it enables, the cost is very reasonable relative to the benefits.
How did you experience the onboarding process with Finlens, and would you recommend the platform to other asset managers?
Luigi Scirocco, CFA: The onboarding was straightforward and efficient. The Alquant team guided us through each step clearly and was always available for questions. Importantly, implementation required very little disruption to our daily operations; we were able to integrate the platform quickly and start using it effectively right away. Based on our experience, we would recommend Finlens to other asset managers looking to elevate how they present their investment strategies and communicate with clients.
