Equities PM corner

Read our portfolio managers insights on potential investment opportunities

Max Anderl, Head of Concentrated Alpha Equity

Max is the lead portfolio manager for the Global and European Concentrated Alpha long only and long / short strategies. He has worked in the Concentrated Alpha team and its distinctive approach and strategies since its inception in 2004, becoming head of that team in March 2011. He is a Regular Member of the CFA Society of the UK and the CFA Institute, and joined UBS Asset Management in 2000.

Our equities insights

Momentum in reverse?

Could 2021 see a continued rotation from growth to value stocks or was the November rally a short-term bounce? Max Anderl looks at the impact on portfolios

Active investing: why now?

Max Anderl, Head of Concentrated Alpha Equity, explains the important role for stock pickers in a world fundamentally transformed by the pandemic and why, even after the tech rally, he still sees attractive risk vs. reward in selected names.

Equities reset post COVID-19

The risk of a resurgence of COVID-19 remains, but are we on the path to economic recovery? Max Anderl, Head of Concentrated Alpha Equity believes the challenging corporate environment may provide opportunities for stock selection.

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