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Insight 22.03.2016

UBP onboards a new partner on US equities

UBP onboards a new partner on US equities

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.”

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