“As an independent specialist provider, we are active asset managers with passion and conviction.”

Ralf Lochmüller
Managing Partner, CEO

“Excellent service, streamlined processes, short decision-making paths and tailor-made solutions – that is what we are all about.”

Michael Frick
Managing Partner, CFO

Markus Zuber
Partner, CSO

“Our ambition is to achieve ambitious and transparent performance goals.”

Dr. Götz Albert
Managing Partner, CIO

Alexander Raviol
Partner, CIO Alternative Solutions

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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.

Lupus alpha in numbers
20

years of experience

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

90

employees

... including more than 35 portfolio management specialists

EUR 15.0

billion in assets under management

... in institutional special funds, outsourcing and advisory mandates and mutual funds

13

mutual funds

... in European small and mid caps, convertible bonds, volatility and CLO strategies

 

200

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.

Clients about Lupus alpha

For more than 20 years Lupus alpha offers specialised innovative investment solutions and excellent service. Personal contact is decisive. Read what our clients say about us.

 

"As an owner-managed, independent investment boutique, Lupus alpha has convinced us for years with excellent investment solutions. A valuable and cooperative partnership that creates clear added value."
Mirko Albert
CEO, Value Experts Vermögensverwaltungs AG
"For me, Lupus alpha offers exceptional expertise in diverse specialist segments"
Mirko Kohlbrecher
Prokurist, Analyse & Research, Spiekermann & CO AG
"Especially in the area of small and micro caps, where active management is really important, the boutique lives up to its name and has been continuously creating alpha for years. And the support, including after-sales, leaves nothing to be desired. Top!"
Udo Rieder
Portfoliomanager, Banking specialist, Certified Wealth Manager, KSW Vermögensverwaltung AG
"Lupus alpha offers long-term products with impressive performance. For us as a distribution partner, accessibility is an important point. With Lupus alpha, I can rely on fast and excellent service at all times.
Silvan Nikuradse
Leiter Produktmanagement Investment, Netfonds AG

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.

Ralf Lochmüller

Managing Partner, CEO and responsible for Strategy & Planning.

Executive Committee member

Dr. Götz Albert, CFA

Managing Partner, CIO and responsible for Portfolio Management.

Executive Committee member

Michael Frick

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

Executive Committee member

Alexander Raviol

Partner, CIO Alternative Solutions

Executive Committee member

Dr. Markus Zuber

Partner, CSO and responsible for Clients & Markets

Executive Committee member

For details about Lupus alpha's investment strategies, funds and services, please do not hesitate to contact us. You can reach our wholesale team via the personal e-mail addresses of our relationship managers or by phone at +49 69 - 36 50 58 7000.

Oliver Böttger
Partner, Senior Relationship Manager and Head of Wholesale Distribution
Saskia Bernhardt
Senior Relationship Manager Wholesale South
Laurin Regel
Relationship Manager Wholesale North
Anke Floeth
Client Services
2022
Alternative Investments Award 2022 by GELD-Magazins
Alternative Investments Award 2022 by GELD-Magazins
Deutscher Fondspreis 2022
EUROPEAN FUNDS TROPHY 2022
EUROPEAN FUNDS TROPHY 2022

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

€uro Fund Award 2022
2020

20 years Lupus alpha

Lupus alpha employs 90 professionals

Top fund company for the third time in a row (Capital)

2019

Sale of LABS

2018

11. Mrd. Assets under Management

2017

First convertible bond fund from Lupus alpha

Experienced convertible bond team joins Lupus alpha

2016

Start of new wholesale client segment

2015

Expansion of the Alternative Solutions product range with the launch of the first CLO fund: Lupus alpha CLO High Quality Invest

2014

Experienced CLO team joins Lupus alpha

2013
2012

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

2011

Lupus alpha becomes a public limited company

2010

10 years Lupus alpha

2009

Lupus alpha Business Solutions (LABS) founded as IT subsidiary

2008

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

2007
2006

Foundation of the Lupus alpha Talent Hotel

2005

Lupus alpha employs 50 professionals

Launch Lupus alpha Micro Champions

2004

Launch of the first German single hedge fund

2003

Launch of the first absolute return mutual fund

Lupus alpha reaches break-even 

2002

Launch of the first benchmark-free investment concepts

2001

Launch of the first small & mid cap mutual fund

2000

Foundation of Lupus alpha