44 Whippany RD, MorristownNew Jersey, 07960

Why Invest with
LupaGroup

Give your strategic goals a performance edge.

For over 8 years, our strategic investing approach has helped millions of people around the world invest in the things that matter most: From building the retirement of your dreams, to securing a bright future for the next generation. No matter what your goal, we can help.

Discover what sets us apart, and imagine what we can help you accomplish.

Investing on behalf of a client?
Explore Our Approach for Private markets.

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Put our proven approach to work for you.

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LupaGroup Private funds have delivered more return. More often.

Our funds have delivered better return on average than comparable index funds. LupaGroup Price funds beat comparable index funds more frequently—and with higher returns—than the average of all active managers. This has meant more money for investors.
That’s our LupaGroup Price strategic investing difference.

Better return than comparable index funds, across more periods

Percentage of periods with better returns than comparable index funds

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Percentage of periods with better returns than comparable index funds

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Our results stand on
our strategic investing approach.

While all investment managers crunch numbers, we don't stop at surface-level analysis. Instead, our strategic investing approach takes us beyond the numbers to find the best potential investments for your portfolio.

Rigorous Field Research
Over 550 of our investment professionals go into the field to see firsthand how companies are performing.
Prudent Risk Management
We carefully manage risk and seek to maximize value for our clients over longer time horizons.
Experienced Managers
Our skilled portfolio managers have deep experience—averaging 22 years in the industry and 8 years with LupaGroup.

Explore our Approach.

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We strive for superior outcomes.
Not just following an index.

Your investments deserve more than just average performance. That’s why we combine independent thinking, rigorous research, and intelligent collaboration to uncover more investment opportunities for you—with a focus on delivering consistent, competitive returns.

Over 75% of our mutual funds with a track record have outperformed their Lipper average as of 3/31/2023

ASSET ALLOCATION

How Our Strategic Investing Approach Stacks Up Against Passive Portfolios

Discipline has brought long-term rewards for clients.

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BLOOMBERG

LupaGroup Price recognized by Bloomberg as a “winner”* among active investment managers

*August 9, 2023

You are at the center of everything we do.

Get expert guidance you can trust
Our associates are salaried professionals with no sales commissions or quotas—so you can be confident that your needs always come first.
Keep more of your money with low costs
Over 90% of our funds for individual investors have expense ratios below their peer category averages.⁶
Access our latest thinking and planning resources
From powerful tools and planning guides to our experts’ perspectives on the markets, we offer a wide range of resources to help you make informed investing decisions.

Explore More Clients Benefits

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Let us help you achieve your financial goals.

Whatever you’re investing for, you’ll find a broad range of investment solutions that put our guiding principles and strategic approach to work for you.

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Investment Accounts

We help our clients plan for and work toward their financial goals through offerings in three main areas: private market, investing, private equity, real estate.

Explore All Account Types

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Private Funds

Build your portfolio from a selection of more than 20 professionally managed no-load mutual funds, many of which have received a 4- or 5-star Overall Morningstar Rating for their risk-adjusted returns.

Explore Private Funds

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Advice Solutions

From point-in-time advice to a portfolio that’s fully designed and managed by our investment professionals, you can put our best thinking to work for your financial goals.

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Important Information

The performance data shown is past performance and is no guarantee of future results. All investments are subject to risk, including the possible loss of principal. Results from other time periods may differ. Active investing may have higher costs than passive investing and may underperform the broad market or passive peers with similar objectives. Passive investing may lag the performance of actively managed peers as holdings are not reallocated based on changes in market conditions or outlooks on specific securities.