1. Newsroom
  2. UBP onboards a new partner on US equities
Menu
Analisi 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.”

Expertise

Azioni globali

Investire in società con una creazione di valore superiore e sostenibile.


Altro da leggere

Analisi 12.04.2024

UBP House View - April 2024

The unexpected interest rate cut by the Swiss National Bank marks the beginning of a new cycle of global easing, paving the way for new investment opportunities in the broader market. This has bolstered the Bank’s confidence in the Swiss and UK markets, which have been lagging behind the US indices. In addition, we have locked in gains on gold, which was the top performer in March.

Analisi 05.04.2024

Private Debt: A Time-Honoured Market Perspective

Our experts explore the origins of private debt—a market with a history spanning over 4,000 years, set to provide the next wave of opportunities for investors.

Analisi 27.03.2024

Four reasons to consider global SMID caps in 2024

As the “Magnificent 7” generate risks in the segment, diversification within equities becomes key. Global small- and mid-cap (SMID) stocks, represented by the MSCI World SMID Cap Index, are emerging as a compelling option.