Only the good companies
Benchmarking does not play a role at Lupus alpha. Our portfolio managers have the freedom to deviate from consensus and thus exploit market opportunities.
Information inefficiencies represent opportunities
Market inefficiencies are essential for above-average returns. The more particular the market segment, the greater the chance of maximizing returns by gaining an information advantage.
Bottom-up approach exploits information gaps
The primary objective throughout the small- and mid-cap segment is to unearth the most attractive equities – 'hidden champions' and true 'cash cows'. As well as analyzing the business models of each prospective investment, Lupus alpha's specialist Small & Mid Cap team relies upon findings from first-hand company visits and management assessments.
Exposure in European small and mid caps
Diversified portfolio with broad diversification across sectors and regions
Use of the empirically proven size premium
Team approach:
close integration of portfolio management and research
Head start:
Systematic use of information inefficiencies
Specialization:
Large team of small- and mid- cap managers experienced over many market cycles
Control:
Methodically secure risk management. Transparent trading processes throughout
Stockpicking:
Consistent bottom-up approach to individual stock selection