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Press Releases 14.10.2019

New technology-focused equity long/short strategy

New technology-focused equity long/short strategy

Union Bancaire Privée, UBP SA (“UBP”) is launching a new strategy in partnership with New York-based alternative investment manager Shannon River Capital Management, LLC (“Shannon River”).


The technology-focused strategy is managed by Spencer Waxman’s (CIO and Founder) Shannon River. It will allocate capital opportunistically and dynamically across SMID cap, “mispriced growth” stocks in technology-related sectors. More specifically, the investment focus will be in areas where disruptive technological changes have occurred, including among others intellectual property, software, media, entertainment, equipment, connectivity and logistics. The strategy will utilise a fundamental approach, while research will rely on two main pillars, namely technological innovation and consumer behaviour.

Commenting on the launch Nicolas Faller, Co-CEO Asset Management at UBP, said: “We are very happy to partner with Shannon River for this new alternative strategy. We believe there is a fertile ecosystem made of investment opportunities in winning and losing mispriced SMID growth stocks impacted by secular opportunities in this technology thematic. Spencer Waxman and his team represent one of the most impressive investment firms in that field.”

Spencer Waxman, Founder & CIO at Shannon River, said:

“Having successfully managed our technology-focused long/short strategy for 16 years now, we are excited to be partnering with UBP.”

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