Edwin Lugo

Vorstandsvorsitzender bei

EL2 Capital LLC

Finance

Consumer Services

Profil

Mr. Edwin Lugo is a Founder & Managing Director at EL2 Capital LLC.
He has over 20 years experience in managing international equities for various clients — including pension plans, endowments, high-net-worth individuals and mutual funds.
His most recent experience includes 15 years of investing in New York City in international small-cap companies.
He led a team of up to five analysts at Franklin Templeton, one of the largest fund managers globally, between 2006 and 2021.
Mr. Lugo’s team grew assets from $100 million in 2006 to $6 billion by 2014.
He managed several concentrated small-to-mid-cap products for Franklin Templeton, including European Small-Mid-Cap, International Small-Cap and Global Small-Mid-Cap funds, and separate institutional accounts.

Aktive Positionen von Edwin Lugo

Unternehmen	Position	Beginn
EL2 Capital LLC EL2 Capital LLC Investment ManagersFinance Provides investment advice	Vorstandsvorsitzender	01.11.2021

Alle aktiven Positionen von Edwin Lugo

Ehemalige bekannte Positionen von Edwin Lugo

Unternehmen	Position	Ende
Franklin Templeton Institutional LLC Franklin Templeton Institutional LLC Investment ManagersFinance FTI utilizes various investment strategies including, but not limited to, equity, fixed income, real estate, and infrastructure. The accounts advised by the firm accommodate a variety of investment goals and risk tolerances – from capital appreciation (with more growth-oriented strategies) to capital preservation (with fixed-income strategies). In seeking to achieve an account’s specific investment objectives, each portfolio emphasizes different strategies and invests in different types of securities. FTI do not typically seek to recommend a particular type of security to a client.	Analyst-Equity	01.06.2021
Brown Capital Management LLC Brown Capital Management LLC Investment ManagersFinance BCM utilizes a specific philosophy based on investing in what they believe are Exceptional Growth Companies (EGCs) over the long-term and having the patience and tolerance to hold them as they transform their sustained revenue growth into increasing earnings. The principal drivers for the firm’s sell discipline are: (1) when the fundamentals that spurred the original investment change adversely, or; (2) the security becomes overvalued, or; (3) a new, superior investment replaces an existing, less attractive investment, or; (4) it is determined that the security has been an investment mistake.	Analyst-Equity	31.05.2006
Templeton Investment Counsel LLC Templeton Investment Counsel LLC Investment ManagersFinance TIC’s equity strategies seek to identify stocks that are significantly undervalued in markets across the globe. When choosing equity investments for the strategies, the firm applies a bottom-up, value-oriented, long-term approach, focusing on the market price of a company's securities relative to their evaluation of the company's long-term earnings, asset value and cash flow potential. Based on these research results, managers construct individual portfolios within established parameters for the mandate and diversification.	Analyst-Equity	31.12.2001

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Unternehmensverbindungen

Private Unternehmen	6
Templeton Investment Counsel LLC Templeton Investment Counsel LLC Investment ManagersFinance TIC’s equity strategies seek to identify stocks that are significantly undervalued in markets across the globe. When choosing equity investments for the strategies, the firm applies a bottom-up, value-oriented, long-term approach, focusing on the market price of a company's securities relative to their evaluation of the company's long-term earnings, asset value and cash flow potential. Based on these research results, managers construct individual portfolios within established parameters for the mandate and diversification.	Finance
Brown Capital Management LLC Brown Capital Management LLC Investment ManagersFinance BCM utilizes a specific philosophy based on investing in what they believe are Exceptional Growth Companies (EGCs) over the long-term and having the patience and tolerance to hold them as they transform their sustained revenue growth into increasing earnings. The principal drivers for the firm’s sell discipline are: (1) when the fundamentals that spurred the original investment change adversely, or; (2) the security becomes overvalued, or; (3) a new, superior investment replaces an existing, less attractive investment, or; (4) it is determined that the security has been an investment mistake.	Finance
Franklin Templeton Institutional LLC Franklin Templeton Institutional LLC Investment ManagersFinance FTI utilizes various investment strategies including, but not limited to, equity, fixed income, real estate, and infrastructure. The accounts advised by the firm accommodate a variety of investment goals and risk tolerances – from capital appreciation (with more growth-oriented strategies) to capital preservation (with fixed-income strategies). In seeking to achieve an account’s specific investment objectives, each portfolio emphasizes different strategies and invests in different types of securities. FTI do not typically seek to recommend a particular type of security to a client.	Finance
The Trustees of Columbia University in The City of New York The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Northeastern University Northeastern University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
EL2 Capital LLC EL2 Capital LLC Investment ManagersFinance Provides investment advice	Finance