Concentrated Alpha Equities
Concentrated Alpha Equities combines high active share with an integrated ESG approach to provide investors with a 'truly active' solution.
Our approach
Our approach
We seek to invest in the best risk vs. reward stocks that not only offer attractive upside but limited downside risk. Our differentiated "3-circle" process combines fundamental, quantitative and qualitative information sources, which are mutually independent and uncorrelated.
Why Concentrated Alpha Equities?
Investment boutique with an independent decision making process, leveraging all resources of UBS Asset Management
Flexible and benchmark agnostic approach resulting in strong risk-adjusted returns in varying market environments
Lean and nimble team with access to extensive internal and external resources
Focus on high active share since inception
ESG as an integral part of the investment process
Q4 equity outlook
What’s next for inflation, tapering and growth?
by Max Anderl, Head of Concentrated Alpha Equity
Inflation - the other side of the coin
- Inflation is finally here and prices of consumer goods have spiked up.
- Finally central banks’ push for inflation was successful but consumers seem to dislike it and are delaying purchases, as shown by the falling consumer sentiment indices already in the US and UK.
- In Europe, governments seem equally averse to inflation and are desperately trying to interfere by regulating surging energy prices ahead of the winter months, causing disruption in the utility sector.
Tapering - monetary growth should slow as tapering kicks in
- Markets will have a harder time digesting the reality of reduced stimulus.
- The Federal Reserve hinted that asset purchases may be scaled back as soon as November.
- Going forward we expect monetary growth globally to slow as tapering kicks in.
Economic growth - leading indicators of global economic growth are already slowing down
- Signs of slowing economic growth are already evident in major economies like the US, Europe and UK.
- Higher energy prices will put further strain on the global recovery.
- Despite these headwinds we still expect decent economic growth overall.
Assessing sustainable investing factors
Assessing sustainable investing factors
The Concentrated Alpha Equity team give their insights on Sustainable Investing (SI) and explain how sustainability factors play a key role in their research and decision making process for the European Opportunity Sustainable strategy.
Nicole Lim, Equity Specialist, discusses team's profile, investment philosophy and process, and shares her latest views on the market.
Global Equity Concentrated Alpha
An actively managed strategy based on an unconstrained portfolio of stocks globally.
European Opportunity Unconstrained
An actively managed strategy based on an unconstrained portfolio of long and short positions, allow us to take advantage of declining stock prices.
Q3 2021 Global Market Review
Hear Nicole Lim's, Concentrated Alpha Equity Specialist, view on how tapering talks are affecting bond yields and the growth vs. value dynamic over the past quarter.
Our team
The team is headed by lead portfolio manager Max Anderl, who is supported by deputy portfolio manager Jeremy Leung and Equity Specialist Nicole Lim. The structure of our team and the clear split in responsibilities allows us to react quickly and effectively to new opportunities that arise in the market. At the same time, we have access to a diverse and reliable set of resources internally and externally.
Institutional investors click here to contact us to discuss the options available to suit your needs.
Wholesale intermediaries click below for the fund range available in your market.
