This fund is a long-short absolute return equity strategy, seeking to exploit short and mid-term stock price anomalies in companies based mainly in Europe with opportunistic investments globally.
The team managing the fund are an investment boutique within UBS Asset Management using our differentiated investment philosophy to make independent investment decisions. Since 2004 we have been specialising in highly active Global and European equity mandates, including long only and long/short.
Investments are based on a proven bottom up stock selection approach using fundamental, quantitative and qualitative analysis. The strategy seeks to generate positive returns by buying equities the portfolio manager is positive on and shorting stocks he is negative on. In addition, the portfolio manager aims to generate returns from varying market exposure and also aims to protect against significant capital loss.
The fund seeks to generate an annualised ex-ante volatility of less than 10% over a period of a market cycle (3-5 years).