Interest-bearing securities with equity opportunities
Advantages for investors
Combination of equity potential and bond stability with attractive interest coupons
Global market with great diversity of companies and industries
Convex participation in the equity markets - more upside opportunity than downside risk
This is what investors can rely on at Lupus alpha
Convertible bonds only:
No investment in synthetic securities or off-type risks
Active management:
Managing equity sensitivity in the overall portfolio
Focus:
On high-growth underlying stocks with good bond quality.
Clean slate:
Team has never had a loan default in its portfolios
Team approach:
Close integration of portfolio management and research
Sustainability:
Strategy variant with ESG criteria and SDG contribution