Active investment solutions for demanding investors

As an independent, owner-operated asset management company, Lupus alpha has been synonymous with innovative, specialised investment solutions for over 20 years. Lupus alpha’s offering is based on four specialised segments: Small and mid capitalizations, global convertible bonds, alternative solutions with volatility and capital protection strategies as well as CLO debt strategies. Thanks to this niche expertise, Lupus alpha has established itself as a leading independent, active asset management company in the German market among institutional and wholesale investors. Lupus alpha asset management clients include retirement funds, insurances, family offices, fund of funds asset managers, foundations and trusts. 

We work with passion and conviction. As an active asset manager our goal is to deliver sustainable added value and above-average performance for intelligent portfolio diversification for our investors through specialised investment strategies. Our medium size ensures flexibility and a first-class service for our clients. As an independent asset manager, we can tailor our decisions entirely to their needs.

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.