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.

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.

We have grown from 19 employees to more than 90, from 20 institutional clients to more than 150, and from EUR 300 million in assets under management to EUR 13 billion today in 13 mutual funds as well as our institutional special funds and outsourcing mandates.