We offer a broad range of equity strategies across the style spectrum and with varying return and risk objectives, all developed to meet our clients' needs. Country, regional and global strategies are available to retail/wholesale and institutional clients worldwide.

Clients can select from this broad array of equity strategies to arrive at the solution that best meets their investment goals and style preferences.

Investment philosophy

  • Primary fundamental research, and proprietary quality assessment
  • Bottom-up highly selective portfolio construction, unconstrained by the benchmark
  • High active share, low turnover

Disciplined application of fundamental research

A stable and experienced Equity team are constituted by 7 China specialists, with strong track record of investing in China equities. All members originate from China/ Hong Kong.

Onshore portfolio manager is fully supported by a regional team who manages the total China equity strategies with total AuM USD 9.9 billion*.

Supported by 7 additional investment professionals of the regional/Asian Equity team, with an average of 16 years investment experience.

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UBS Asset Management

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