Press

November 27th, 2020

Lupus alpha voted best specialist provider for third successive year

Lupus alpha voted best specialist provider for third successive year

Best rating ratio of any European small and mid-cap mutual fund

Lupus alpha was named “Best Asset Manager Boutiques” in Germany at this year's Scope Investment Awards for the third successive year after previous successes in 2018 and 2019. The evaluation takes into account Scope's fund rating and performance over the last 12 months, as well as a qualitative review of business and investment processes.

"Lupus alpha is a specialist among boutiques. Our expertise enables us to exploit information inefficiencies in niche markets and open up sources of income for investors both consistently and successfully,” said Ralf Lochmüller, CEO and Managing Partner at Lupus alpha. “Winning this award for the third year in a row is both an incentive and commitment for us to continue making a relevant contribution to the diversification and performance of our clients’ portfolios,” Lochmüller added.

In addition to specialisation, independence is another key success factor for systematically recurring alpha. This is backed up by the findings of the study published by City University London in February entitled “Is there a boutique asset management premium?” In it, the authors present economically and statistically significant proof that a boutique asset management premium exists, and report that this trend is particularly pronounced in the European small and mid-cap sectors.

In a capital market year dominated by the coronavirus pandemic in 2020, European small and mid caps are also being shaped by major upheaval and rapid sector rotation. In this dynamic environment, Lupus alpha has been able to exploit opportunities as an active asset management company to generate the highest outperformance since launch in some strategies. Lupus alpha Micro Champions (ISIN: LU1891775857) stands out here with 12.24% (as of 25 November), while Lupus alpha Pan European Smaller Companies (ISIN: DE000A1J9DT9) achieved an outperformance of 10.5% and Lupus alpha Smaller German Champions (ISIN: LU0129233507) outperformed by 7.54%. These funds have recovered from their price declines in March and are already reaching new highs, while the broader equity market is still below pre-crisis levels.

Scope’s judges said: “Lupus alpha Asset Management once again demonstrated its considerable class in a challenging market dominated by the coronavirus crisis. Its specialists for products based on equities from small and medium-sized companies in Germany and Europe performed impressively, with the best rating ratio in their segment. Their distinct expertise and experience results in consistently strong performance compared to the peer group, with Lupus alpha Micro Champions defending its A rating uninterrupted for around two years.”

Convertible bond fund Lupus alpha Global Convertible Bonds (ISIN: LU1535992389) was also ranked among the top five in its group at this year’s Scope Investment Awards. During the current year, the Fund has impressed with not only its high absolute performance of 15.71% (as of 25 November) but also its stability during the sell-off in the equity markets, when it only lost a maximum of just over 16% compared to its annual high.

Summing up, Ralf Lochmüller said: “Performance requires strong decisions. That’s why our portfolio managers have to be able to contribute all of their expertise, knowledge and experience to the portfolio. They need an environment that is characterised by trust and gives management teams the flexibility they need within clearly defined investment processes. They can find that environment at Lupus alpha.”

 

 

Pia Kater
Press officer,
Communications

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

Press photos

Here you find a selection of photos (at a printable resolution of 300dpi) and graphics for download.

Of course, we would be glad to send additional graphics, photos, illustrative material or CVs upon request.

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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Front view

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Contacts

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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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