Nan Q. Lu

Portfolio Manager-Equities at

Mount Lucas Management LP

Finance

Consumer Services

Profile

Dr. Nan Q.
Lu is Portfolio Manager & Partner at Mount Lucas Management LP.
She has worked in financial analytical modeling and simulation since 2000.
A specialist in stochastic modeling of international financial markets, she joined Mount Lucas in 2004 and provides key leadership in risk management, financial engineering and dynamic optimization.
Before joining Mount Lucas, she was a founding partner of Frontier Wealth Management.
She received a Masters degree from Princeton University in Financial Engineering and a Ph.D.
from The Johns Hopkins University in Computational Fluid Dynamics.

Nan Q. Lu active positions

Companies	Position	Start
Mount Lucas Management LP Mount Lucas Management LP Investment ManagersFinance Mount Lucas offers clients a range of investment products that include actively managed strategies and proprietary passive indices. The firm employs both quantitative and discretionary methods to drive returns. The quantitative component of a strategy uses proprietary trading models to construct a core portfolio for a client. Their discretionary trading consists of individual trading ideas, and global risk and exposure management.	Portfolio Manager-Equities	2023-12-31

All active positions of Nan Q. Lu

Former positions of Nan Q. Lu

Companies	Position	End
Frontier Wealth Management LLC Frontier Wealth Management LLC Investment ManagersFinance FWM Legacy applies the principles of asset allocation and Modern Portfolio Theory as part of their investment management and supervisory services to managed accounts. The firm may also use fundamental analysis, technical analysis, tax implications, and tax consequences as methods of analysis. They believe that the key factor to long-term portfolio performance is asset allocation.	Founder	-

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Linked companies

Private companies	4
Mount Lucas Management LP Mount Lucas Management LP Investment ManagersFinance Mount Lucas offers clients a range of investment products that include actively managed strategies and proprietary passive indices. The firm employs both quantitative and discretionary methods to drive returns. The quantitative component of a strategy uses proprietary trading models to construct a core portfolio for a client. Their discretionary trading consists of individual trading ideas, and global risk and exposure management.	Finance
The Johns Hopkins University The Johns Hopkins University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Princeton University Princeton University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Frontier Wealth Management LLC Frontier Wealth Management LLC Investment ManagersFinance FWM Legacy applies the principles of asset allocation and Modern Portfolio Theory as part of their investment management and supervisory services to managed accounts. The firm may also use fundamental analysis, technical analysis, tax implications, and tax consequences as methods of analysis. They believe that the key factor to long-term portfolio performance is asset allocation.	Finance

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