Growth Investors

Growth Investors is a high-quality global growth manager offering distinct US, global ex-US and high alpha growth strategies. Strict adherence to a disciplined investment process, as well as independent fundamental research and distinct portfolio construction techniques, results in consistent application of the growth style. Growth Investors comprises dedicated but integrated teams of investment professionals focusing their expertise on specific regions and market capitalization segments.

Growth Investors leverages the resources available throughout UBS Global Asset Management for distribution, logistics and infrastructure. The result: clients experience a differentiated and diversified risk and return opportunity set, while benefiting from our firm-wide commitment to client service and uncompromising integrity.

Investment philosophy

The Growth Investors team of investment professionals engages in classic growth-style investing. They seek to invest in companies that have superior growth prospects where their estimates of the length and/or magnitude of earnings growth exceeds market expectations.

Focusing on a universe of securities that exhibit strong growth characteristics, the team performs rigorous fundamental research and analysis to identify companies with sustainable business models that exhibit characteristics that include:

Portfolio construction

Growth Investors’ process incorporates both quantitative modelling and fundamental analysis. The process begins by defining the growth universes according to the characteristics of the individual companies within a region and capitalization range. By creating the definition of the universes, as opposed to relying on the broad indexes, we are able to find growth investment opportunities in non-traditional places.

The teams then run the defined universes through proprietary quantitative models, which screen for companies with characteristics that predispose them to outperform the market. These analytical tools enforce style and capitalization consistency for each of our capabilities. The models provide the teams with insights, not investment decisions and add to the consistent and systematic investment disciplines.

Utilizing the insights from our quantitative models, the teams perform in-depth company-specific fundamental research to discover new opportunities and to validate the investment theses of existing holdings. Direct contact with company management is an essential element of our process and includes onsite visits, company presentations and breakout sessions at conferences. The fundamental analysis accounts for the majority of the portfolio-building process.
Ultimately, portfolio management and construction is the result of intensive and iterative dialogue between analysts and portfolio managers. Our portfolios are built one stock at a time.