"Value protection concepts combine the opposing dynamics of return and risk, offering attractive returns with limited risk of loss."
Alexander Raviol, Stephan Steiger
Value Protection
Effective protection against strong drawdowns
Our value protection strategies aim to ensure that an underlying (equity) portfolio achieves a positive performance while at the same time adhering to a predefined floor. This floor is determined based on an investor’s risk tolerance. In particular, it is possible to adhere to the floor by effectively limiting losses (“drawdowns”). These strategies also allow investors to participate when share prices rise again. We have already been pursuing a clearly defined asymmetric approach since 2007 that has since proved itself over a wide range of different market phases.
YEARS OF EXPERIENCE
in Alternative Solutions – as a pioneer for asymmetric concepts and alternative sources of return in Germany
SPECIALISTS
with considerable experience in the Alternative Solutions portfolio management team
DATA
in proprietary databases from the basis for investment decisions and risk monitoring
Stock market participation with calculable risk
Lupus alpha is one of the first and most experienced German providers of derivative-based capital preservation strategies. Lupus alpha has been offering investors innovative solutions in this segment since 2003.
Individual risk/return ratio realizable
Lower value limit defined on a calendar year basis
Implementation with liquid derivatives
Structures and processes:
Geared towards the requirements of liquid alternative investment
IT systems:
Proprietary databases for volatility strategy analysis and simulation
Team Approach:
Large and experienced Managmenet and Research team with more than 15 experts
Control:
Methodically secure risk management. Fully controlled trading processes
Analysis Strength:
Own quantitative analysis team
We take performance personally
With us, investors know which experienced, skilled fund manager is responsible for the performance of each fund.
- Lupus alpha Dynamic Return C
- Lupus alpha Dynamic Return C
- Lupus alpha Dynamic Return C
- Lupus alpha Equity Protect R
- Lupus alpha Return (I)
- Lupus alpha Return (R)
- Lupus alpha Sustainable Return C
- Lupus alpha Sustainable Return R
- Lupus alpha Sustainable Return R
- Lupus alpha Volatility Invest C
- Lupus alpha Volatility Risk-Premium C
- Lupus alpha Volatility Risk-Premium R
- Lupus alpha Dynamic Return C
- Lupus alpha Dynamic Return C
- Lupus alpha Dynamic Return C
- Lupus alpha Equity Protect R
- Lupus alpha Return (I)
- Lupus alpha Return (R)
- Lupus alpha Sustainable Return C
- Lupus alpha Sustainable Return R
- Lupus alpha Sustainable Return R
- Lupus alpha Volatility Invest C
- Lupus alpha Volatility Risk-Premium C
- Lupus alpha Volatility Risk-Premium R
- Lupus alpha Dynamic Return C
- Lupus alpha Dynamic Return C
- Lupus alpha Dynamic Return C
- Lupus alpha Equity Protect R
- Lupus alpha Return (I)
- Lupus alpha Return (R)
- Lupus alpha Sustainable Return C
- Lupus alpha Sustainable Return R
- Lupus alpha Sustainable Return R
- Lupus alpha Volatility Invest C
- Lupus alpha Volatility Risk-Premium C
- Lupus alpha Volatility Risk-Premium R
- Lupus alpha Dynamic Return C
- Lupus alpha Dynamic Return C
- Lupus alpha Dynamic Return C
- Lupus alpha Equity Protect R
- Lupus alpha Return (I)
- Lupus alpha Return (R)
- Lupus alpha Sustainable Return C
- Lupus alpha Sustainable Return R
- Lupus alpha Sustainable Return R
- Lupus alpha Volatility Invest C
- Lupus alpha Volatility Risk-Premium C
- Lupus alpha Volatility Risk-Premium R