“Our mutual funds also open up to retail investors sources of return and income beyond traditional asset classes.”

Ralf Lochmüller
Managing Partner, CEO

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Active investment solutions for demanding investors

Launched as a European small and mid-caps pioneer, Lupus alpha is now one of the leading providers in the alternative solutions space with a particular focus on volatility strategies, as well as an established manager of convertible bond and CLO strategies. As a specialist, we are active asset managers with passion and conviction. We are committed to making a lasting contribution to intelligent portfolio diversification. Our clients include pension schemes, banks, insurance companies, foundations and other trustees of large asset portfolios.

Our mutual funds also enable us to open up to retail investors tried-and-tested specialist investment strategies from our institutional business – and thus uncover new sources of return beyond traditional asset classes. We only launch funds when we can offer our investors genuine added value in the form of diversification and return opportunities.

That speaks for Lupus alpha
1 Active Manager Active portfolio management enables consistent outperformance over the long term.
2 Specialist Specialised strategies with high alpha potential outside the traditional index universe.
3 Performance based Our aim is for our funds to remain in the first quintile of their peer group over the long term.
4 Independent We make decisions solely in the interests of our clients without the conflicts of interest typically found in large companies.
5 Medium-sized Streamlined processes, short decision-making paths, rapid and flexible implementation.
6 Partner managed We integrate top performers entrepreneurially within Lupus alpha in the long term.
7 Tailor-made solutions We provide our clients with tailored access to attractive asset classes.
8 Passionate We offer outstanding service: personal, individual and with a particular focus on quality.
9 Innovative We systematically develop our investment strategies for long-term investment success.
10 Transparent The sources of return for our strategies are transparent and easy to understand.

Investment solutions for specialised asset classes

Lupus alpha offers specialised investment strategies in four investment areas. According to the specific requirements of different investors, the solutions are accessible as institutional mandates or as mutual funds. Here you will find detailed information about our products.