We combine high active share with an
integrated ESG approach to provide
you with a 'truly active' investment
solution. We use a differentiated
3-circle process that combines
mutually independent fundamental,
quantitative and qualitative
information sources that seeks to
identify the best risk/reward
opportunities from a bottom-up
basis.
Independent thinking
We foster distinct teams, each with their own
skills, different viewpoints and philosophies to
allow an independent decision-making process,
while leveraging all the resources of UBS Asset
Management.
Flexible
Our Concentrated Alpha Equities team takes a
flexible yet disciplined approach we seek to
generate strong risk-adjusted returns in varying
market environments.
Dynamic
Our lean and nimble team has access to a large
set of internal and external resources from our
global team, including internal ESG risk
assessments.
Global and Europe
We offer highly active Global and
European equity strategies, and
focus on active share rather than
tracking error or number of
stocks.
Long and long/short
These include both long only and
long/short approaches, which allow
us to take advantage of declining
stock prices.
Sustainability
With both sustainability and big
data / artificial intelligence part
of our investment process.
It’s important for investors to note the risks associated with investing, including strategies that have an active management style, where performance can deviate substantially from that of its reference index, or where strategies use derivatives, which may result in additional risks (particularly counterparty risk). Every strategy has specific risks, which can significantly increase under unusual market conditions, and investors should familiarize themselves with the risks prior to making an investment.
We seek to invest in the best risk vs. reward stocks that not only offer attractive upside but limited downside risk. Our differentiated "3-circle" process combines fundamental, quantitative and qualitative analysis.
Max Anderl, Lead Portfolio Manager
The structure of our team and the clear split in responsibilities allows us to react quickly and effectively to new opportunities that arise in the market. At the same time, we have access to a diverse and reliable set of resources internally and externally.
Make an inquiry
Fill in an inquiry form and leave your
details – we’ll be back in touch.
Introducing our leadership team
Meet the members of the team
responsible for UBS Asset Management’s
strategic direction.
