
A specialist among asset management companies
All-rounder or specialist? We already knew which of these we wanted to be when Lupus alpha was founded in 2000. As a specialist among asset management companies, we focus on asset classes and investment strategies where active managers hold an advantage. We systematically uncover new alpha sources for our investors to create opportunities for them to further diversify their overall portfolio.
As one of the first independent investment companies in Germany, we remain a medium-sized company. This independence protects us and our clients from conflicts of interest and means we can gear our services entirely towards their needs.
In the European small and mid-cap segment, we generate steady, sustainable added value for our investors with one of the largest and most experienced portfolio management teams. Lupus alpha has been among the biggest providers of volatility strategies in Germany since 2008. With specialised concepts that differ from traditional fixed-income investments, including CLO strategies since 2014 and convertible bonds since 2017, we also provide solutions for the special challenges in our clients’ fixed income portfolio.

years of experience
... as one of the first independent, owner-operated asset management companies in Germany

employees
... including more than 35 portfolio management specialists

billion in assets under management
... in institutional special funds, outsourcing and advisory mandates and mutual funds

mutual funds
... in European small and mid caps, convertible bonds, volatility and CLO strategies
Awards
... including "Best Equity Fund House" (Morningstar Awards 2021 )and "Top Fund Company" (Capital Fonds-Kompass 2021)
The alpha way to invest
We are passionate specialists. With clear views and without the need to focus on benchmarks, we are free to follow our conviction that specialist knowledge can convert alpha potential into outperformance. That is why we focus entirely on asset classes away from major indices. Everything we think and do is guided by unique quality standards based on active entrepreneurship, product transparency and clarity, teams that enjoy significant freedom, and ambitious goals.
We take performance personally
Our ambition is to achieve ambitious, transparent goals compared to an index or absolute performance goals. This means holding ourselves to the high standard of ensuring that our funds remain in the first quintile of their asset class over the long term. For us, added value means more than systematic outperformance: it means exceptional service, with streamlined processes, short decision-making paths and tailor-made solutions for the specific requirements of our clients and partners.
Lupus alpha’s partnership-based corporate structure creates an environment that ensures the greatest possible degree of staff continuity at management level and also allows top performers to be integrated entrepreneurially within Lupus alpha.
The company has nine partners in total, five of whom form the Executive Committee. The Executive Committee manages the day-to-day operations of Lupus alpha and facilitates the regular exchange of ideas and information across departments as well as senior-level interface management.

Managing Partner, CEO and responsible for Strategy & Planning.
Executive Committee member

Managing Partner, CIO and responsible for Portfolio Management.
Executive Committee member

Managing Partner, CFO and responsible for Compliance, Finance & Risk and Technology & Infrastructure
Executive Committee member

Partner, CIO Alternative Solutions
Executive Committee member

Partner, CSO and responsible for Clients & Markets
Executive Committee member




Winner for the Best Multi-Country Asset Management Company in the category 4 to 7 rated funds.

20 years Lupus alpha
Lupus alpha employs 90 professionals
Top fund company for the third time in a row (Capital)
Sale of LABS
11. Mrd. Assets under Management
First convertible bond fund from Lupus alpha
Experienced convertible bond team joins Lupus alpha
Start of new wholesale client segment
Expansion of the Alternative Solutions product range with the launch of the first CLO fund: Lupus alpha CLO High Quality Invest
Experienced CLO team joins Lupus alpha
Further small & mid cap potential for investors: Lupus alpha Dividend Champions, Lupus alpha Pan European Smaller Companies
Expansion of volatility strategies: Lupus alpha Volatility Opportunities
Lupus alpha becomes a public limited company
10 years Lupus alpha
Lupus alpha Business Solutions (LABS) founded as IT subsidiary
Volatility as a new asset class: Lupus alpha Volatility Invest
Top 100 seal of quality: Lupus alpha is one of the 100 most innovative companies in the SME sector
Foundation of the Lupus alpha Talent Hotel
Lupus alpha employs 50 professionals
Launch Lupus alpha Micro Champions
Launch of the first German single hedge fund
Launch of the first absolute return mutual fund
Lupus alpha reaches break-even
Launch of the first benchmark-free investment concepts
Launch of the first small & mid cap mutual fund
Foundation of Lupus alpha