„We take performance personally.“

Dr. Götz Albert 
Managing Partner, CIO

Alexander Raviol 
Partner, CIO Alternative Solutions

Scroll down

„We take performance personally.“

Dr. Götz Albert 
Managing Partner, CIO

Alexander Raviol 
Partner, CIO Alternative Solutions

Scroll down

Specialised strategies with high alpha potential

Lupus alpha focuses on specialised strategies and asset classes with high alpha potential away from traditional asset classes. Our aim is for our funds to remain in the first quintile of their asset class over the long term. That is why our attention is focused on achieving ambitious, transparent goals compared to an index or absolute performance goals. We can adjust our strategies flexibly to suit different risk profiles and return targets as well as our clients’ investment and ESG guidelines.

Our active portfolio management and the transparency and clarity of our products are characteristic of Lupus alpha. The systematic development of our investment strategies is also an integral part of our corporate philosophy, as it provides us with a foundation for consistently uncovering new alpha sources with sustainable quality for our clients.

New sources of return for broader diversification

Lupus alpha offers fund products in investment segments that require specialist expertise: German and European small and mid caps, alternative solutions, convertible bonds and CLOs. With these specialised, innovative strategies, we systematically uncover new sources of return for investors away from traditional asset classes, thus creating opportunities for them to further diversify their overall portfolio.

We only launch a fund when we believe there is a realistic chance of consistently outperforming the relevant benchmark index or achieving a specific target return. In addition, every investor knows exactly who at Lupus alpha is responsible for the performance of their strategy. It is not for nothing that our most important motto is: “We take performance personally.”

Sources of return away from major indices

Lupus alpha offers fund products in investment segments that require specialist expertise: German and European small and mid caps, volatility as a source of return, convertible bonds and CLO strategies. This specialisation enables to open up sources of return to our clients away from traditional asset classes and thus meet our high quality standards.

We only launch a fund when we believe there is a realistic chance of consistently outperforming the relevant benchmark index or achieving a specific target return. In addition, every investor knows exactly who at Lupus alpha is responsible for the performance of their strategy. It is not for nothing that our most important motto is: “We take performance personally.”

Investment solutions and services for institutional investors and consultants

As an independent and specialised asset management company, Lupus alpha is a partner and solution provider for the particular needs of institutional investors. Without the influence of an affiliated group, our sole obligation is to the specific requirements of our clients and the performance of our investment products. As we are free to select our business partners – whether in relation to trading, the depository or the investment management company – we can take advantage of the best opportunities in the market for our clients. Our own efficient German investment management company also has many years of experience in addressing the specific needs of institutional investors and provides us with an excellent infrastructure upon request.

 


Our range of services

With their extensive expertise, our specialists work with you to develop an investment strategy and portfolio solution tailored to your needs, one that takes into account your own requirements and those of the regulator and helps you to achieve your investment goals. To do this, we can offer you a comprehensive range of services:

  • Investment management company:  Our structure, with our own investment management company, enables us to offer you virtually any investment vehicle, including special funds, outsourcing mandates, mutual funds and more. We have business relationships with all relevant investment management companies and depositories and can therefore guarantee quick setup and smooth interfaces.
     
  • Risk management: The portfolio management and independent risk management teams work closely together at Lupus alpha. They are able to simulate the impact of market changes on different strategies at any point ex ante using state-of-the art risk tools and programs.
     
  • Reports: In terms of specific client benefit, Lupus alpha offers institutional investors the highest possible level of information at the least possible effort for the client – clear, comprehensive, consistent and timely. The investor determines the scope and frequency of these reports. In addition to standard reports (VAG, solvability, solvency, bail-in), individual reporting requirements are also implemented.
     
  • ESG: Lupus alpha has been managing sustainable mandates with ESG criteria for more than 15 years. Four of our mutual funds are subject to an explicitly sustainable investment process. Lupus alpha has been a signatory of the United Nations Principles for Responsible Investment (UN PRI) since 10 March 2015.
     
  • Service: Your dedicated Relationship Manager will regularly provide you with comprehensive information on the performance of your mandate. As well as reports tailored to fit your requirements and monthly fact sheets, we also provide you with all of the written reports you need from us.


For consultants, Lupus alpha offers regular performance updates, database filling, RfPs, analyst interviews, ongoing professional support, and other services as required.

Investment solutions and services for Wholesale-Investors

Wholesale clients such as fund-of-funds managers, portfolio managers, family offices, fund selectors and distribution partners can rely on the fact that every individual Lupus alpha fund product offers clear added value for investors' portfolios. Our driving force is not simply an addition of products per se, but an ambition to uncover diversified alpha sources with sustainable quality for our clients. Our promise to you is this: we provide solutions that will win over you and your clients.


Our three-point plan for convincing solutions
 

1. Our three-point plan for convincing solutions
with sustainable quality and added value for investors

2. Arguments,
that are clear and transparent and therefor convincing

3. Service
and solutions for the specific needs of our customers

  • All relevant reporting such as ISA, Solva, equivalence, etc.
  • ESG factsheets, reports, etc.
  • ESG factsheets, reports, etc.
  • IT interfaces
  • Further services in sales support

Lupus alpha’s fund products provide convincing answers to investors’ investment needs. Talk to us about your goals, and we can work with you to provide tailored access to attractive and diversified asset classes.

Investment solutions for specialised asset classes

Lupus alpha offers specialised investment strategies in four investment areas. According to the specific requirements of different investors, the solutions are accessible as institutional mandates or as mutual funds. Here you will find detailed information about our products.

 

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