Press

February 18th, 2021

Lupus alpha achieves top position in Capital Fonds Kompass for fourth successive year

Named in the top three specialist providers once again. Sixth out of 100 in overall ranking.

In the Capital Fonds Kompass, Lupus alpha once again placed extremely well for the fourth successive year after top results in the three previous years. As in 2020, the Frankfurt-based asset management company placed third in a group of 50 specialist providers, earning a five-star rating. The provider of specialist investment solutions was ranked sixth out of 100 in the overall ranking.

January 25th, 2021

Micro cap strategy records highest outperformance since launch

Jonas Liegl focusing portfolio more strongly on Europe

Scandinavia has highest weighting after DACH region

Lupus alpha Micro Champions (LU1891775857), which invests in small-cap European companies, achieved the highest outperformance since its launch over the past year, beating its benchmark index by almost 24%. The mutual fund ended 2020, the year of the coronavirus crisis, up 32.5% overall. The fund profits from its positioning in companies that address structural growth issues – and thus trends that have intensified further during the coronavirus crisis, such as digitalisation, working from home and e-commerce. Portfolio manager Jonas Liegl has also focused the portfolio more strongly on European stocks, while the proportion of equities from German-speaking countries has fallen significantly.