Investor Summary

Key leadership includes Alexander Lauber as CEO, Reto Ineichen as CIO & Partner, and Pascal Schilling as Head Legal & Tax. The firm was founded in 2014 as a spin-off from Marcuard Heritage, a multi-billion global wealth manager. Reto Ineichen serves as the primary spokesperson and thought leader, frequently representing the firm in interviews and market commentary while defining their absolute return investment philosophy.

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Fund Strategy

Alpinum's investment style differentiates itself with its absolute return minded investment philosophy, strict risk discipline, a constant search for attractive risk premia and opportunistic implementation. The firm defines absolute return as achieving long-term attractive returns with minimal or no correlation to the market, aiming to lose as little as possible during downturns. Their portfolios maintain a concrete risk budget designed to lose a maximum of 5% over any calendar year. The firm emphasizes that investors seek returns minimally or not correlated with the market. Their strategy involves controlling risk over target returns, seeking optimal opportunities within established risk budgets, and avoiding new risks when portfolios are experiencing losses. The firm specializes in traditional and alternative credit investments, direct lending, and hedge funds, focusing on portfolios with uncorrelated returns through open architecture fund of fund structures and segregated accounts.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
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