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 information sources, which are mutually independent and uncorrelated.
Investment boutique with an independent decision making process, leveraging all resources of UBS Asset Management
Flexible and benchmark agnostic approach resulting in strong risk-adjusted returns in varying market environments
Lean and nimble team with access to extensive internal and external resources
Focus on high active share since inception
ESG as an integral part of the investment process
By Max Anderl, Head of Concentrated Alpha Equity and Nicole Lim, Equity Specialist, Concentrated Alpha Equity
The surge of sustainable equity offerings in recent years has reinforced a long-standing issue in the industry – the lack of a common definition for what is considered sustainable.
Despite regulations such as the EU Sustainable Finance Disclosure Regulation (SFDR), which mandates the disclosure of sustainability integration into investments and periodic reporting, there is no standardized framework. This makes transparency and disclosure critical for asset managers, who should be clearly articulating to clients their sustainability objectives and what they offer.
So, how are we incorporating sustainability into our European Opportunity Sustainable strategy?
Nicole Lim, Equity Specialist, discusses team's profile, investment philosophy and process, and shares her latest views on the market.
Global Equity Concentrated Alpha
An actively managed strategy based on an unconstrained portfolio of stocks globally.
European Opportunity Unconstrained
An actively managed strategy based on an unconstrained portfolio of long and short positions, allow us to take advantage of declining stock prices.
Q2 2021 Global Market Review
Hear how Nicole Lim, Concentrated Alpha Equity Specialist, and her team are positioning their portfolios following the slight pullback in equity markets in the second quarter.
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