top
person-image

„The economy is incredibly diversified. Small & mid caps play a decisive role in this. Finding these hidden champions is our job."

Dr. Götz Albert
Managing Partner and CIO

SMALL & MID CAPS

The return potential of European small and mid caps

Lupus alpha's specialist Small & Mid Caps team covers the entire spectrum of listed second-line equities in Europe – from micro caps and small caps all the way to mid caps. This enables investors to consistently exploit the return potential of the small- and mid-cap segment with Lupus alpha. Picking the right stocks is a key factor for success in these information-inefficient segments. At Lupus alpha, eleven specialists with an average of 17 years' investment experience form a Small & Mid Caps team whose specialization may well be unique in Europe.

OUR KEY FIGURES
60

Awards

... including "Best Equity Fund House 2021" by Morningstar and "Best Specialist Provider 2021" by Scope

ø 17

Years management experience

... in charge of small & mid cap portfolios

1.500

COMPANY TALKS

... each year at board level

Only the good companies

Benchmarking does not play a role at Lupus alpha. Our portfolio managers have the freedom to deviate from consensus and thus exploit market opportunities.

Information inefficiencies represent opportunities

Market inefficiencies are essential for above-average returns. The more particular the market segment, the greater the chance of maximizing returns by gaining an information advantage.

Bottom-up approach exploits information gaps

The primary objective throughout the small- and mid-cap segment is to unearth the most attractive equities – 'hidden champions' and true 'cash cows'. As well as analyzing the business models of each prospective investment, Lupus alpha's specialist Small & Mid Cap team relies upon findings from first-hand company visits and management assessments.

ADVANTAGES FOR INVESTORS

Exposure in European small & mid caps

Diversified portfolio with broad diversification across sectors and regions

Use of the empirically proven size premium

This is what investors can rely on at Lupus alpha

Team approach:

close integration of portfolio management and research

 

Head start:

Systematic use of information inefficiencies

Specialization:

Large team of small & mid cap managers experienced over many market cycles

Control:

Methodically secure risk management. Transparent trading processes throughout

Stockpicking:

Consistent bottom-up approach to individual stock selection

 

Small & Mid Caps Fund data
WKN: A0Q7VN | ISIN: LU0381944619
111.2 EUR
NAV
+0.05 %
T-1
-3.12 %
YTD
n.a.
5 Years
More information
WKN: A0M99W | ISIN: LU0329425713
130.72 EUR
NAV
+0.06 %
T-1
-2.87 %
YTD
+16.97 %
5 Years
More information
WKN: A1JDV6 | ISIN: DE000A1JDV61
224.11 EUR
NAV
+1.49 %
T-1
-4.44 %
YTD
+11 %
5 Years
More information
WKN: A1XDX7 | ISIN: DE000A1XDX79
127.19 EUR
NAV
+1.48 %
T-1
-4.66 %
YTD
+7.36 %
5 Years
More information
WKN: A2JB8X | ISIN: LU1891775774
141.29 EUR
NAV
+0.87 %
T-1
-2.63 %
YTD
+31.18 %
5 Years
More information
WKN: A2JB8Y | ISIN: LU1891775857
149.15 EUR
NAV
+0.87 %
T-1
-2.35 %
YTD
+36.82 %
5 Years
More information
WKN: A0EAM5 | ISIN: LU0218245263
197.85 EUR
NAV
+0.87 %
T-1
-2.7 %
YTD
+38.84 %
5 Years
More information
WKN: 974564 | ISIN: LU0129233093
453.3 EUR
NAV
+1.31 %
T-1
-0.54 %
YTD
+28.16 %
5 Years
More information
WKN: 940640 | ISIN: LU0129233507
516.69 EUR
NAV
+1.31 %
T-1
-0.38 %
YTD
+31.83 %
5 Years
More information
WKN: A3CZDG | ISIN: LU2381264956
40.25 EUR
NAV
+1.31 %
T-1
-0.37 %
YTD
n.a.
5 Years
More information
301.16 EUR
NAV
+0.53 %
T-1
+0.76 %
YTD
+42.94 %
5 Years
More information
346.03 EUR
NAV
+0.54 %
T-1
+0.93 %
YTD
+47.4 %
5 Years
More information
192.98 EUR
NAV
+1.07 %
T-1
-0.21 %
YTD
+22.01 %
5 Years
More information
84.92 EUR
NAV
+1.07 %
T-1
-0.07 %
YTD
n.a.
5 Years
More information
98.03 EUR
NAV
+1.07 %
T-1
-0.38 %
YTD
n.a.
5 Years
More information
Our Portfolio managers

We take performance personally

With us, investors know which experienced, skilled fund manager is responsible for the performance of each fund.

Dr. Götz Alber, CIO und verantwortlich für den Bereich Portfolio Management bei Lupus alpha
Dr. Götz Albert
CFA, Managing Partner, CIO
Sergej Shelesnjak, Portfolio Manager bei Lupus alpha
Sergej Shelesnjak
Portfolio Management Small & Mid Caps
Björn Wolf, Portfolio Manager bei Lupus alpha
Björn Wolf
CESGA, Portfolio Management & Research Small & Mid Caps Europe