International ratings agency Refinitiv (previously Thomson Reuters Lipper) recognised three of Lupus alpha’s small and mid-cap funds at the Lipper Fund Awards 2019. These accolades are proof of the Frankfurt-based asset management company's expertise in European small and mid-cap equities.
Peter C. Conzatti’s micro-cap fund beat 86 funds to be named the best fund over three years in the Equity Europe Small & Mid Cap category. Investors also have reason to be cheerful. Since its launch in June 2005, the Lupus alpha Micro Champions CAV fund has achieved an annual return of 7.6 per cent, outperforming its benchmark index by 1.9 percentage points per year (as of February 2019).
“My investment focus is on companies with a market capitalisation of between EUR 10 and 150 million. Although they make up more than half of all listed companies in Europe, most of them do not register on major investors’ radar screens,” explained Peter C. Conzatti with regard to the fund he launched at Lupus alpha more than 13 years ago.
The quality of Lupus alpha’s small and mid-cap funds is reflected by the other awards it received. Björn Glück’s Germany-focused funds, Lupus alpha Smaller Germany Champions A, was named among the best funds over five and ten years, while the Lupus alpha Smaller Euro Champions A eurozone equity fund managed by Marcus Ratz was named among the best funds over five years.
Refinitiv’s accolades are a reward for the consistently strong performance of Lupus alpha’s fund managers. The key to this success is consistent stock-picking, active asset management based on passion and conviction, and the particular expertise of our experienced nine-strong Small & Mid-Cap team.
More information about the winner fonds
Peter C. Conzatti