At UBP, we are strong believers in the potential of this asset class. Convertible bonds are convex, which have them deliver equity-like, high returns with much less volatility (about half compared to equities) and therefore risk for our clients. It is an outstanding way to improve the risk/return profile of diversified portfolios.
We enjoy a strong track-record in the field and have built up our expertise in convertibles over the last ten years, with a vastly experienced team of portfolio managers, each of which has an average of twenty years’ experience.
The team follows a pure bottom-up process in order to select the convertible bonds with the best convexity characteristics, that is to say, their upside potential versus their downside risk. Over the years, the team has been able to limit its funds’ exposure to equity market declines to 50% while capturing an average of around 100% of stock market rises.
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