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“Our specialized investment solutions and above average performance allow you to deliver real added value to your clients.”

Ralf Lochmüller
Managing Partner, CEO

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“Excellent service, streamlined processes, short decision-making paths and tailor-made solutions – that is what we are all about.”

Michael Frick
Managing Partner, CFO

Dr. Markus Zuber
Partner, CSO

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“Our ambition is to achieve ambitious and transparent performance goals.”

Dr. Götz Albert
Managing Partner, CIO

Alexander Raviol
Partner, CIO Alternative Solutions

Active investment solutions for demanding investors

As an independent, owner-operated asset management company, Lupus alpha has been synonymous with innovative, specialised investment solutions for over 20 years. Lupus alpha’s offering is based on four specialised segments: Small and mid capitalizations, global convertible bonds, alternative solutions with volatility and capital protection strategies as well as CLO debt strategies. Thanks to this niche expertise, Lupus alpha has established itself as a leading independent, active asset management company in the German market among institutional and wholesale investors. Lupus alpha asset management clients include retirement funds, insurances, family offices, fund of funds asset managers, foundations and trusts. 

We work with passion and conviction. As an active asset manager our goal is to deliver sustainable added value and above-average performance for intelligent portfolio diversification for our investors through specialised investment strategies. Our medium size ensures flexibility and a first-class service for our clients. As an independent asset manager, we can tailor our decisions entirely to their needs.

Lupus alpha in numbers
Abbildung
24

years of experience

... as one of the first independent, owner-operated asset management companies in Germany

Mitarbeiter_innen Figur
100

employees

... including more than 35 portfolio management specialists

Assets, Eurozeichen
≈ 16

billion euros assets under management 

... in institutional special funds, outsourcing and advisory mandates and mutual funds

Fonds Figur
14

mutual funds

... in European small and mid caps, convertible bonds, volatility and CLO strategies

 

over 200

Awards

... including "Best Asset Manager" 2022/2020/2019/2018 (Scope Investment Awards)

The alpha way to invest

We are passionate specialists. With clear views and without the need to focus on benchmarks, we are free to follow our conviction that specialist knowledge can convert alpha potential into outperformance. That is why we focus entirely on asset classes away from major indices. Everything we think and do is guided by unique quality standards based on active entrepreneurship, product transparency and clarity, teams that enjoy significant freedom, and ambitious goals.


We take performance personally

Our ambition is to achieve ambitious, transparent goals compared to an index or absolute performance goals. This means holding ourselves to the high standard of ensuring that our funds remain in the first quintile of their asset class over the long term. For us, added value means more than systematic outperformance: it means exceptional service, with streamlined processes, short decision-making paths and tailor-made solutions for the specific requirements of our clients and partners.

Lupus alpha’s partnership-based corporate structure creates an environment that ensures the greatest possible degree of staff continuity at management level and also allows top performers to be integrated entrepreneurially within Lupus alpha.

The company has nine partners in total, five of whom form the Executive Committee. The Executive Committee manages the day-to-day operations of Lupus alpha and facilitates the regular exchange of ideas and information across departments as well as senior-level interface management.

Ralf Lochmüller, Managing Partner, CEO und verantwortlich für den Bereich Strategy & Planning
Ralf Lochmüller

Managing Partner, CEO and responsible for Strategy & Planning.

Executive Committee member

Dr. Götz Albert, Managing Partner, CIO und verantwortlich für den Bereich Portfolio Management
Dr. Götz Albert, CFA

Managing Partner, CIO and responsible for Portfolio Management.

Executive Committee member

Michael Frick, Managing Partner, CFO und verantwortlich für die Bereiche Compliance, Finance & Risk und Technologie & Infrastruktur
Michael Frick

Managing Partner, CFO and responsible for Compliance, Finance & Risk and Technology & Infrastructure

Executive Committee member

Alexander Raviol, Partner, CIO Alternative Solutions
Alexander Raviol

Partner, CIO Derivative Solutions

Executive Committee member

Dr. Markus Zuber, Partner, CSO und verantwortlich für den Bereich Clients & Markets
Dr. Markus Zuber

Partner, CSO and responsible for Clients & Markets

Executive Committee member

A clear corporate mission statement is vital if we are to work together as a team to deliver consistently impressive performance and outstanding service for our clients. Our mission statement encapsulates the essence of Lupus alpha, and what sets us apart from other asset management companies.
 

Learn more


We have grown from 19 employees to more than 100, from 20 institutional clients to more than 150, and from EUR 300 million in assets under management to over EUR 16 billion today in 13 mutual funds as well as our institutional special funds and outsourcing mandates.