„We take performance personally.“

Dr. Götz Albert 
Managing Partner, CIO

Alexander Raviol 
Managing Partner, CIO Alternative Solutions

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New sources of return for broader diversification

Lupus alpha offers fund products in investment segments that require specialist expertise: German and European small and mid caps, alternative solutions, convertible bonds and CLOs. With these specialised, innovative strategies, we systematically uncover new sources of return for investors away from traditional asset classes, thus creating opportunities for them to further diversify their overall portfolio.

We only launch a fund when we believe there is a realistic chance of consistently outperforming the relevant benchmark index or achieving a specific target return. In addition, every investor knows exactly who at Lupus alpha is responsible for the performance of their strategy. It is not for nothing that our most important motto is: “We take performance personally.”

Investment solutions and services for Wholesale-Investors

Wholesale clients such as fund-of-funds managers, portfolio managers, family offices, fund selectors and distribution partners can rely on the fact that every individual Lupus alpha fund product offers clear added value for investors' portfolios. Our driving force is not simply an addition of products per se, but an ambition to uncover diversified alpha sources with sustainable quality for our clients. Our promise to you is this: we provide solutions that will win over you and your clients.


Our three-point plan for convincing solutions
 

1. Our three-point plan for convincing solutions
with sustainable quality and added value for investors

2. Arguments,
that are clear and transparent and therefor convincing

3. Service
and solutions for the specific needs of our customers

  • All relevant reporting such as ISA, Solva, equivalence, etc.
  • ESG factsheets, reports, etc.
  • ESG factsheets, reports, etc.
  • IT interfaces
  • Further services in sales support

Lupus alpha’s fund products provide convincing answers to investors’ investment needs. Talk to us about your goals, and we can work with you to provide tailored access to attractive and diversified asset classes.

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.

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