Lupus alpha will appoint a new co-manager for its Lupus alpha Dividend Champions. Tobias Britsch, previously head of investments at a single family office and an experienced second-line equities specialist, will join the portfolio management team of the dividend fund from 1 August 2024 under partner and portfolio manager Marcus Ratz, who is also responsible for managing the EUR 3 billion PanEuropa portfolio.
“We are delighted to have Tobias Britsch, a proven small and mid-cap specialist with extensive experience in dealing with concentrated portfolios, join our small & mid-cap team,” says Dr Götz Albert, Managing Partner and CIO of Lupus alpha. “With his long-standing equity expertise, Tobias Britsch will be a valuable addition to the portfolio management of our dividend strategy,” Albert added.
Tobias Britsch (43) has more than 15 years of experience in the analysis and portfolio management of equity investments, particularly European small, mid and micro-caps. Most recently, as investment manager of a single family office, Britsch was responsible for strategic and tactical asset allocation. Prior to that, Britsch worked at Allianz Global Investors as a portfolio manager for special fund mandates and mutual funds in the pan-European small, mid and micro-caps segment. His career also included MEAG Asset Management as a portfolio manager for European all-cap equities and Oddo BHF Asset Management in European small & mid-caps. Britsch started his career as a sell-side analyst at HSBC Trinkaus in Düsseldorf.
Britsch is taking the place of former Lupus alpha Dividend Champion co-manager Sergej Shelesnjak, who had been with Lupus alpha since the beginning of 2022 and will continue his career in asset management outside Lupus alpha. “We would like to thank Sergej Shelesnjak for his great commitment and excellent cooperation in our portfolio management team and wish him all the best for his future,” commented Albert.
Lupus alpha has one of the largest and most experienced small & mid-cap teams in Europe with an average investment experience of over 20 years. In total, the nine-person second-line equities team manages client funds amounting to EUR 6 billion. The Frankfurt-based asset management company manages more than EUR 15 billion in assets for its institutional and wholesale investors.
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About Lupus alpha: As an owner-managed, independent asset management company, Lupus alpha has stood for innovative, specialised investment solutions for more than 20 years. Lupus alpha is one of the pioneers for European small & mid-caps in Germany and is one of the leading providers of volatility and value protection strategies as well as securitised corporate loans (CLO). The specialised product range is rounded off by global convertible bond strategies and risk overlay solutions for institutional portfolios. The company manages a volume of over EUR 15 billion for institutional and wholesale investors. Further information can be found at www.lupusalpha.fr.
