Lupus alpha Return (I)
WKN: A0MS72
ISIN: DE000A0MS726
Lupus alpha's Alternative Solutions strategies offer solutions for the growing challenges faced by institutional investors. In the future, typical return requirements will be almost impossible to meet with traditional bond-dominated portfolios, particularly in light of extremely low interest rates.
It is also doubtful whether fixed-income investments will continue to have the diversifying effect that has been observed in the recent past. At the same time, a further increase in the equity allocation is often not possible or practical due to bulk risks and efficient use of risk budgets.
YEARS OF EXPERIENCE
in Alternative Solutions – as a pioneer for asymmetric concepts and alternative sources of return in Germany
SPECIALISTS
with considerable experience in the Alternative Solutions portfolio management team
DATA
in proprietary databases form the basis for investment decisions and risk monitoring
Our alternative solutions are characterised by a combination of asymmetric risk/return structures and alternative return drivers. The aim of these asymmetric profiles is to limit losses while restricting profits as little as possible. The challenge lies in optimising this conflict.
We focus on liquid instruments when it comes to alternative return drivers. In particular, this means economically viable risk premiums such as the volatility risk premium or low-beta risk premium. These are supplemented by alpha to build an efficient portfolio based on strategic design and our fund manager’s information advantages.
Lupus alpha is one of Germany's first and most experienced providers of alternative solutions. So, the Company has been offering institutional investors innovative asymmetric equity strategies with capital preservation since 2003. The structures and processes at Lupus alpha are aligned to the requirements of liquid alternative investments: a large, experienced European portfolio management and research team with more than 15 experts, an in-house quantitative analysis team, proprietary databases, critically scrutinised backtesting methods, methodically sound and experienced risk management and complete control over trading processes.
With us, investors know which one of our experienced, skilled fund managers is responsible for the performance of each fund.
A variety of strategies for investors
Innovative alternative investments help improve diversification and optimise the risk-return structure of a portfolio. With this in mind, Lupus alpha offers a wide array of solutions:
We offer the following Alternative Solutions products as mutual funds:
WKN: A0MS72
ISIN: DE000A0MS726
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ISIN: DE000A0HHGG2
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ISIN: DE000A2DTNU9
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ISIN: DE000A1J9DU7
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Marvin Labod
Portfolio Management Alternative Solutions
Sabrina Landsknecht
CAIA, Portfolio Management Alternative Solutions
Tobias Meyer
CFA, Portfolio Management Alternative Solutions
Mark Ritter
CFA, CAIA, Portfolio Management Alternative Solutions
Dr. Egbert Sauer
Partner, Portfolio Management Alternative Solutions
Stephan Steiger
CFA, CAIA, Portfolio Management Alternative Solutions