Hedge Fund Solutions and O'Connor

Hedge Fund Solutions

Your global hedge fund expert

As one of the world's largest hedge fund investors, we offer a comprehensive spectrum of hedge fund investment solutions that seek to meet your evolving needs. Our hedge fund platform includes commingled funds, customized discretionary portfolios and a range of advisory partnerships.

O'Connor

Dynamic investing, controlled risk

As one of the world's largest hedge fund investors, we offer a comprehensive spectrum of hedge fund investment solutions that seek to meet your evolving needs. Our hedge fund platform includes commingled funds, customized discretionary portfolios and a range of advisory partnerships.


Delivering the best of our capabilities to you

 

Hedge Fund Solutions

We offer a wide range of multi-manager strategies with various risk and return profiles.

Our combination of people and process creates key differentiating factors:

  • Highly experienced global investment teams with broad experiential knowledge spanning proprietary trading and hedge fund investing
  • Established track records across a wide range of investment programs and strategies
  • Scale of major hedge fund fiduciary affording significant resources and special terms
  • A strong culture built around risk control and operational excellence
  • Capitalizes on fluid hedge fund universe and tactically allocates across strategies and opportunities
 

O'Connor

Dedicated absolute return investment management

  • through our global long/short equities, credit long/short, merger arbitrage and convertible securities

Fundamentally-driven investment processes

  • that are supplemented with sophisticated quantitative decision support and risk management tools

Multi-stage risk control process

  • developed through a pioneering approach to quantitative risk management. Risk metrics are tailored to each individual strategy

Innovation

  • an offering which seeks to evolve continuously with the ever changing global markets, aiming to provide attractive hedge fund opportunities

 

Our expertise

 

Hedge Fund Solutions

A global view

With investment teams based in Stamford, New York, Zurich, London, Hong Kong and Tokyo, our dynamic investment approach capitalizes on the fluid hedge fund universe.

Independent research is the foundation of our investment process. Both our process and team structure are designed to harness the specialized skills of our global investment team while maintaining transparency and efficiency in the portfolio construction process.

A practitioners culture

Our people have hands-on capital markets experience, having both traded and invested at other direct investment and asset management firms.

 

O'Connor

Agility

We are able to shift capital and risk dynamically across strategies to seek to exploit investment opportunity sets we see in the market for you.

Risk management, liquidity and capital preservation

We believe we offer you state-of-the-art risk management capabilities, born out of a strong risk-focused culture.

Diversity

Expertise - 50 investment professionals (as of 31 December 2018), with broad expertise across asset classes and capital markets.


 

Our investment approach

 

Hedge Fund Solutions

Deep understanding

Our blend of capital markets and hedge fund industry experience promotes bottom-up sourcing of top quality hedge fund solutions. We support strong relationships with fund managers, and provide a thorough understanding of the drivers of risk and return.

Holistic and risk oriented

  • An approach to portfolio management that fosters intellectually honest debate and leverages a global perspective.
  • We operate within a culture of control, risk management, and independent oversight, both investment and operational.

Well resourced

An established platform with the deep resources, systems and commitment to success that comes from being a part of UBS.

 

O'Connor

Diversified strategies

  • We combine our strategies with the goal of creating a diverse stream of returns relatively uncorrelated to major asset classes.
  • By shifting capital and risk dynamically across strategies we look to exploit investment opportunity sets that we see in the market.

Value investing with risk control

  • Our approach is, and always has been, rooted in relative value investing and state-of-the-art risk management capabilities, through which we strive to provide investors with attractive, risk-adjusted absolute return potential.

Collaboration across teams

  • We foster collaboration across our teams based in New York, Chicago, London, Hong Kong and Singapore, with the goal of raising our collective intelligence. We seek to strengthen those teams by recruiting and retaining the best people from inside the industry and out.

For further information on what we can offer you, please get in touch.

Disclaimer

This website is intended for persons resident in Australia only and should not be relied upon by persons from any other jurisdiction. UBS Asset Management (Australia) Ltd ABN 31 003 146 290, AFS Licence No. 222605 is the product issuer of investment funds listed on this website. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Any potential investor should consider the relevant product disclosure statement (PDS) in deciding whether to acquire, or continue to hold units in a fund. Please consult your financial adviser. Past performance is not a reliable indicator of future performance.

Offer not to persons outside Australia

The PDS does not constitute an offer or invitation in any jurisdiction other than in Australia. Applications from outside Australia will not be accepted through the PDS. The funds are not intended to be sold to US Persons as defined under Regulation S of the US federal securities laws.

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