Investment Objective
The Lupus alpha All Opportunities Fund targets a lower volatility than a long-only strategy in European small & mid caps. Its investment strategy is composed of two components, which try to profit from market inefficiencies. The first component is a long/short approach on equities and pair trades in single stocks and sectors. In addition, the second component uses short- and midterm trading opportunities. Overall the Lupus alpha All Opportunities Fund provides the chance to profit flexibly from trends in equity markets.
Performance
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 0.5 | 0.0 | 0.0 | 0.2 | 0.0 | 0.4 | 0.2 | 0.5 | 1.0 | 0.1 | 0.3 | 0.7 | 0.5 | |
| 2022 | 0.1 | 0.7 | 0.4 | 0.5 | 0.4 | 0.6 | 0.7 | 0.7 | 0.5 | 0.3 | 0.5 | 0.4 | 0.5 |
