Equities

Equity investments from a global player

Our equity investment specialists offer deep rooted expertise. Operating within small, dynamic teams, they provide a range of strategies to meet the changing needs of clients. From quantitative to growth to intrinsic value strategies, we aim to deliver predictable outcomes in an increasingly changeable and challenging world.

Delivering the best of our capabilities to you

We offer actively managed solutions which encompass:

  • Global, regional and single country strategies with varying risk and return attributes from intrinsic value, growth and quantitative teams
  • Large-cap, small-cap and mid-cap equity, long only and a number of long-short equity funds
  • In addition, we offer a number of sector, thematic and other specialized strategies
     

We are also one of the world's largest managers of Index and Rules Based portfolios. If you are looking for a passive investment approach, we offer:

  • Standard, broad index-tracking portfolios
  • Less-traditional strategies such as alternative index and smart beta

Our flexibility and expertise means we can tailor our offering to meet your specific needs.

Contact us

Bringing our expertise to you

Experienced and trusted

Investment knowledge, risk management, portfolio construction and implementation. This has been at the heart of our approach for over 30 years.

Globally connected, locally rooted

Our investment teams are located all over the world, bringing you deep and unique local insight, working together within a wide global framework.

Get the best - and keep them

We recruit and employ talented individuals globally. We strive to hire, train and keep the best people in the industry with us.

"I believe that our investment philosophy and our investment process create added value for our clients in the medium term."

Max Anderl, Head of Concentrated Alpha Equity

Finding the answers you need – our investment approach

Rational and well-reasoned

  • There are no short cuts. A thoughtful, well-reasoned equity investment approach is the best way we can achieve investment success for you.

Research-based process

  • Our disciplined, research-driven investment processes provide you with the solid foundation you need.

Trust for the long term

  • We partner with you to build a long-term, trust-based relationship. Our goal is to deliver the best investment results for you.
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Distribution Partners

In order to proceed, you must confirm that you are a qualified investor based in Switzerland.

Distribution Partners - Investment Funds

In order to proceed, you must confirm that you are aqualified investor based in Switzerland.

Disclaimer

For marketing and information purposes by UBS.

For qualified investors only. The information and opinions contained in this document have been compiled or arrived at based upon information obtained from sources believed to be reliable and in good faith, but is not guaranteed as being accurate, nor is it a complete statement or summary of the securities, markets or developments referred to in the document. UBS AG and / or other members of the UBS Group may have a position in and may make a purchase and / or sale of any of the securities or other financial instruments mentioned in this document.

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Before investing in a product please read the latest prospectus carefully and thoroughly. Units of UBS funds mentioned herein may not be eligible for sale in all jurisdictions or to certain categories of investors and may not be offered, sold or delivered in the United States. The information mentioned herein is not intended to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Past performance is not a reliable indicator of future results. The performance shown does not take account of any commissions and costs charged when subscribing to and redeeming units. Commissions and costs have a negative impact on performance. If the currency of a financial product or financial service is different from your reference currency, the return can increase or decrease as a result of currency fluctuations. This information pays no regard to the specific or future investment objectives, financial or tax situation or particular needs of any specific recipient. The details and opinions contained in this document are provided by UBS without any guarantee or warranty and are for the recipient's personal use and information purposes only. This document may not be reproduced, redistributed or republished for any purpose without the written permission of UBS AG. Source for all data and charts (if not indicated otherwise): UBS Asset Management

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