O'Connor

Dynamic investing, controlled risk

O'Connor is a multi-strategy hedge fund manager within UBS Asset Management. Our approach is firmly rooted in relative value investing and state-of-the-art risk management capabilities.

Delivering the best of our capabilities to you

  • 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
  • O’Connor specializes in absolute return investment management and manages $5.5 billion (USD) in non-traditional strategies (as of October 1, 2016).
  • O'Connor is a separate investment division within UBS Asset Management and has complete independence over its investment decisions.
  • O'Connor employs over 160 employees in seven offices located in New York, Chicago, London, Zurich, Singapore, Hong Kong and Tokyo.

Bringing our expertise to you

Agility in constantly changing markets

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.

Focus on 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 across regions, market sectors and asset classes

Expertise - over 70 investment professionals with broad expertise across asset classes and capital markets.


Finding the answers you need – our investment approach

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.

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.

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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

This document contains statements that constitute “forward-looking statements”, including, but not limited to, statements relating to our future business development. While these forward-looking statements represent our judgments and future expectations concerning the development of our business, a number of risks, uncertainties and other important factors could cause actual developments and results to differ materially from our expectations.

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