Press

November 28th, 2019

Double award at Scope Investment Awards 2020

Best asset manager in the Boutiques and Absolute Return categories

Strong performance from Lupus alpha volatility strategies during the year

 

Lupus alpha has been named the Best Asset Manager Boutiques in Germany and the Best Asset Manager Absolute Return at the 14th Scope Investment Awards. In addition to quantitative factors, the awards also evaluate qualitative criteria such as management and the investment process, with Lupus alpha coming out on top in these areas. The company won the Best Asset Manager Boutiques award for the second time since 2018.“Both Scope Awards for the best boutique and absolute return provider confirm our philosophy of being a specialist provider focused on strategies where we can gain an advantage as active managers and thus offer our customers real added value,” said Ralf Lochmüller, Managing Partner and CEO of Lupus alpha. “Our volatility strategies meet this requirement, and anyone who starts incorporating volatility into their portfolio generally continues to do so.”

In the area of absolute return, the specialist team focuses on alternative solutions for volatility strategies. As one of the pioneers in the German market, the Frankfurt-based asset management company opened up this asset class to institutional investors back in 2007. Lupus alpha now manages more than EUR 2.3 billion in this segment. As an liquid alternative strategy, volatility requires a significant amount of special expertise, making it an important part of the profile of this provider of specialised asset classes such as small and mid caps and specialised bond strategies.

“The risk premium for volatility is a source of long-term returns. In periods of stress, it records more moderate losses and recovers more quickly than the equity market. Together with its low correlation with traditional asset classes, volatility can improve and stabilise portfolio returns,” said Alexander Raviol, CIO Alternative Solutions at Lupus alpha. “That's why we offer investors solutions they can use to integrate volatility into their portfolios as a separate asset class.”

In its mutual funds, Lupus alpha follows two versions of the same volatility strategy, each with a differently scaled risk-return profile. While Lupus alpha Volatility Invest is more defensive, Lupus alpha Volatility Risk-Premium has a similar risk profile to equities. This is reflected in their performance, with the more defensive strategy generating returns of 4.1% during the current year and the more aggressive strategy generating returns of 7.1% (as of the end of October 2019).

 

Pia Kater
Press officer,
Communications

pia.kater@lupusalpha.de +49 69 / 36 50 58 - 7401

Press photos

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Ralf Lochmüller

Managing Partner, CEO

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Dr. Götz Albert, CFA

Managing Partner, CIO

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Michael Frick

Managing Partner, CFO

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Alternative Solutions

Alexander Raviol

Partner, CIO Alternative Solutions

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Advanced Fixed Income

Norbert Adam

Portfolio Management

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Small & Mid Caps

Franz Führer

Partner, Portfolio Management & Research

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Small & Mid Caps

Björn Glück, CFA

Portfolio Management & Research

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Advanced Fixed Income

Stamatia Hagenstein

Portfolio Management

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Advanced Fixed Income

Michael Hombach

Portfolio Management

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Advanced Fixed Income

Marc-Alexander Knieß

Portfolio Management

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Alternative Solutions

Marvin Labod

Portfolio Management

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Alternative Solutions

Sabrina Landsknecht, CAIA

Portfolio Management

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Small & Mid Caps

Jonas Liegl, CFA

Portfolio Management

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Alternative Solutions

Tobias Meyer, CFA

Portfolio Management

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Small & Mid Caps

Marcus Ratz

Partner, Portfolio Management

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Advanced Fixed Income

Dr. Klaus Ripper

Portfolio Management

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Alternative Solutions

Mark Ritter, CFA, CAIA

Portfolio Management

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Small & Mid Caps

Gerald Rössel, CFA

Portfolio Management & Research

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Alternative Solutions

Dr. Egbert Sauer

Partner, Portfolio Management

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Advanced Fixed Income

Stefan Schauer

Portfolio Management

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Alternative Solutions

Stephan Steiger, CFA, CAIA

Portfolio Management

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Advanced Fixed Income

Manuel Zell

Portfolio Management

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Small & Mid Caps

Björn Wolf

Portfolio Management

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Side view 1

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Side view 2

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Front view

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Contacts

Would you like to learn more about Lupus alpha? Do you have a general enquiry? Are you looking for additional product information or a recent press release?

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Your contacts in Lupus alpha's Communications & Marketing department are:

Pia Kater
Press officer,
Communications

pia.kater@lupusalpha.de+49 69 / 36 50 58 - 7401

Annett Haubold
PR-Managerin,
Communications

annett.haubold@lupusalpha.de+49 69 / 36 50 58 - 7403

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