Our expertise

Our equity investment teams operate in focused units with deep expertise across market segments and styles. We offer a comprehensive suite of strategies – including large-, mid-, and small-cap, growth, value, quantitative, long-short, and thematic approaches – designed to support diverse portfolio objectives in a dynamic and complex market environment.

Sustainability is embedded in our investment process, shaping both idea generation and portfolio construction.

What sets us apart

Global scale

With investment teams located across key markets, we leverage global insights and local perspectives to generate differentiated ideas aimed at delivering attractive risk-adjusted returns. Our strategies span global, regional, and single-country exposures, and include thematic approaches, enabling investors to align portfolios with long-term structural trends.

Trusted partner

We work proactively with our clients, providing access to insights, investment ideas, and specialist expertise to support informed decision-making. Our collaborative approach is designed to help investors navigate complexity and pursue their investment objectives.

Sustainability integrated

Sustainability considerations are embedded across our investment process, supporting long-term value creation and alignment with evolving stakeholder expectations.

Diversified range of strategies

We offer a broad and evolving range of equity solutions, including thematic investing, China and emerging markets exposure, sustainable investing, and scalable mass customization.

Our diversified asset base spans multiple regions, investment styles, company sizes, and thematic approaches.

Our numbers

Experienced team with low turnover

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    billion

Asset under management1

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    active equity investment professionals with 21 years of industry experience on average, 14 at UBS

Global infrastructure, local research

Across Chicago, New York, London, Zurich, Singapore, Hong Kong, Shanghai, and Tokyo

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Our leadership team

Our global leadership team is deep, diverse, and dedicated to our ethos of delivering investment excellence.

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