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.
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
Max Anderl, Head of Concentrated Alpha Equity, shares his investment views.
How much of the recovery is priced in?
- Equity markets have already rallied in anticipation of a recovery.
- In fact the MSCI World index recently recorded the best 12 months of performance.
- This was achieved despite a relatively moderate drawdown in 2020 vs. history.
12 Month % Change in MSCI World (%)
A look at how the MSCI World index performed in 2020 recording the best 12 months of performance and historically since 1971
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.
Q1 2021 Market Review
Hear how Nicole Lim, Concentrated Alpha Equity Specialist, and her team are positioning their portfolios following the slight pullback in equity markets in the first quarter.
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