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The US economy has always been, and is expected to remain, an important driver of the global economy. To participate in its potential returns, it is essential to select the right type of investment at the correct time in the cycle. Today, we believe growth investing appears better equipped to capture the US business landscape’s evolution than other investment styles.


Some industries have recently faced disruption as their traditional operating models were not flexible enough to maintain their competitive advantages. Many have simply failed to respond to new challenges so others were able to take additional market share.

With an economic pie that is not growing, firms need to expand earnings by taking market share from competitors. This phenomenon is amplified by the acceleration in the development and adoption of new technologies, which more growth managers have now invested in. Growth companies have been a consistent performer for almost 30 years (except in the early 2000s) and outperform value companies most of the time.

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Opportunities

The US a stable global growth engine

UBP’s managers* focus on identifying and investing in high-quality, established companies with strong, sustainable business models and competitive advantages. We believe such companies not only have the potential to outperform the market consistently but they also inherently pose less risk. Their superior earnings stability and financial strength provide a safety margin that typically results in less volatility during declining markets or periods of economic or political uncertainty while taking advantage of market growth.

UBP Asset Management LLC’s Investment process & philosophy

A growth-driven approach with a strong investment process

  • Focuses on high-quality companies demonstrating superior and sustainable earnings growth which offer better risk-adjusted returns
  • Seeks out companies where valuations have the support of strong earnings per share (EPS) growth and unique business models, while avoiding capital-intensive ones, in order to identify sources of repeatable alpha

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UBP applies responsible investment principles across all long-only funds.

A local and seasoned team of specialists:

  • Eve Glatt, UBP Asset Management LLC, Senior Portfolio Manager & Co-Head US Equities, has over 20 years of investment experience
  • Maurice O. Onyuka, UBP Asset Management LLC, Senior Portfolio Manager & Co-Head US Equities, has over 25 years of investment experience

* UBP Asset Management LLC, a US-based subsidiary of Union Bancaire Privée, UBP SA, serves as the Investment Manager to the US Equity Growth strateggy.


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Institutional clients

With a team of more than 200 people, UBP Asset Management has built an on-the-ground presence in the world’s major markets through organic growth and selected partnerships.

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Insight 24.11.2020

Hidden gems in Swiss & European small caps

Small and mid caps have traditionally recorded higher growth rates and investment returns over the long term than large caps: it is easier to generate a dynamic growth rate from a smaller base. Swiss and European small and medium-sized capitalisations – so-called ‘SMID caps’ – also tend to provide investors with ‘pure play’ exposure to major secular growth trends.