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"Value protection concepts combine the opposing dynamics of return and risk, offering attractive returns with limited risk of loss."

Alexander Raviol, Stephan Steiger
Value Protection 

VALUE PROTECTION

Effective protection against strong drawdowns

Our value protection strategies aim to ensure that an underlying (equity) portfolio achieves a positive performance while at the same time adhering to a predefined floor. This floor is determined based on an investor’s risk tolerance. In particular, it is possible to adhere to the floor by effectively limiting losses (“drawdowns”). These strategies also allow investors to participate when share prices rise again. We have already been pursuing a clearly defined asymmetric approach since 2007 that has since proved itself over a wide range of different market phases. 

OUR KEY FIGURES
15+

YEARS OF EXPERIENCE

in Alternative Solutions – as a pioneer for asymmetric concepts and alternative sources of return in Germany

15+

SPECIALISTS

with considerable experience in the Alternative Solutions portfolio management team

500m+

DATA

in proprietary databases from the basis for investment decisions and risk monitoring

Stock market participation with calculable risk

Lupus alpha is one of the first and most experienced German providers of derivative-based capital preservation strategies. Lupus alpha has been offering investors innovative solutions in this segment since 2003.

Advantages for investors

Individual risk/return ratio realizable

Lower value limit defined on a calendar year basis

Implementation with liquid derivatives

This is what investors can rely on at Lupus alpha

Structures and processes:

Geared towards the requirements of liquid alternative investment

IT systems:

Proprietary databases for volatility strategy analysis and simulation

Team Approach:

Large and experienced Managmenet and Research team with more than 15 experts

Control:

Methodically secure risk management. Fully controlled trading processes

Analysis Strength:

Own quantitative analysis team

Value Protection Fund data
WKN: A0MS72 | ISIN: DE000A0MS726
137.64 EUR
NAV
-0.29 %
T-1
+9.69 %
YTD
+23.23 %
5 Years
More information
WKN: A0MS73 | ISIN: DE000A0MS734
64.81 EUR
NAV
-0.29 %
T-1
+9.37 %
YTD
+19.47 %
5 Years
More information
WKN: A2DTNX | ISIN: DE000A2DTNX3
111.48 EUR
NAV
-0.07 %
T-1
+6.71 %
YTD
n.a.
5 Years
More information
WKN: A2QNXM | ISIN: DE000A2QNXM0
99.61 EUR
NAV
-0.07 %
T-1
+6.47 %
YTD
n.a.
5 Years
More information
Our Portfolio managers