Lupus alpha Investment GmbH

Speicherstraße 49-51
60327 Frankfurt am Main
License
  • UZ-License UZ49-1261

Lupus alpha – Great minds developing innovative alpha strategies.

As an independent, owner-operated asset management company, Lupus alpha has been synonymous with specialised investment solutions for more than 25 years. Lupus alpha is one of the pioneers in the European small- and mid-cap segment and one of the leading providers of volatility strategies as well as collateralized loan obligations. The specialised product lineup is completed by global convertible bond strategies, global equity strategies with risk-managed participation, as well as risk overlay solutions. More than 100 employees, including around 35 specialists in portfolio management, are committed to delivering above-average performance and a service fully tailored to the individual needs of our investors.

Lupus alpha was founded in autumn 2000 by experienced investment experts who manage the company as owners. In addition to Lupus alpha Asset Management AG, the other organisational unit is Lupus alpha Investment GmbH in Frankfurt, through which we launch predominantly our own special funds. At the time of founding, it was the first owner-managed investment company in Germany.

Products

Lupus alpha Sustainable Convertible Bonds

Lupus alpha Sustainable Convertible Bonds provides access to an actively managed, diversified portfolio of global convertible bonds selected according to sustainability principles. The investable universe is determined through a series of quantitative filter criteria, in particular liquidity and bond quality. In the next step, securities that fail to meet a comprehensive catalogue of sustainability criteria are excluded. In addition, a minimum share must meet further positive criteria, with particular focus on companies' contribution to the United Nations Sustainable Development Goals (SDG).

ISIN: DE000A2DTNQ7