1. Newsroom
  2. L’Union Bancaire Privée conclut un partenariat avec AJO, l’un des gérants actions leaders sur le marché américain
Menu
Expertise 22.03.2016

L’Union Bancaire Privée conclut un partenariat avec AJO, l’un des gérants actions leaders sur le marché américain

L’Union Bancaire Privée conclut un partenariat avec AJO, l’un des gérants actions leaders sur le marché américain

UBP has partnered up with AJO, a leading US equity manager. This is an exclusive partnership that will bring the fund the benefit of AJO’s seasoned investment process and track record.


Based in Philadelphia and Boston, AJO is an independent, registered investment adviser founded in 1984 by Ted Aronson. The firm manages more than USD 26 billion in value-oriented quantitatively managed equity mandates for over 100 institutional clients worldwide (as at 31 December 2015).

The portfolio management team of 24 professionals is led by Ted who has been managing the strategy for the past twenty years. Along with a strong track record of successfully managing large-cap value portfolios, AJO has generated consistent alpha compared to the Russell 1000 Value.

Nicolas Faller, Co-CEO of UBP Asset Management, said: “The US economy remains strong and is likely to continue to enjoy a relatively long period of growth. US equities have always been one of UBP’s long-term calls, so we are extremely pleased to partner with AJO who have long-standing expertise in managing US large-cap value portfolios. AJO´s credentials and business approach match UBP’s and therefore provide investors with a unique investment philosophy.”

Expertise

Investing in biodiversity – why and how

UBP is one of the longest-standing investors in hedge funds and a leading European player in the sector.


A lire également

Expertise 17.03.2023

Learning from the mistakes of the 1970s

2023 began with market optimism that the US could successfully navigate its battle with inflation. Recent data have confirmed our suspicions that getting inflation back to the Fed’s 2% target will be more challenging than markets had been assuming.

Expertise 23.02.2023

Adapting Advisory portfolios to the improved fixed income outlook

As a decade of yield repression comes to an end, building a fixed income portfolio with an acceptable yield has become an easier task. Given a deteriorating economic background and hawkish policymakers, we believe in harvesting the attractive yields offered by short-term quality bonds, which currently have the best risk-return profile.

Expertise 21.02.2023

Japan’s equity market: small is beautiful

The steep fall in valuations that started at the end of 2021 disproportionately affected the innovative growth segment of the Japanese market. With the stronger yen, companies that are less vulnerable to global cycles could prove to be the ones to consider.