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.”

Small and mid caps

A fertile hunting ground for active managers

Learn more about our expertise on small and mid caps

Watch the video

Le news più lette

Analisi 22.02.2018

Strong fundamentals to help overcome recent market volatility

Since the beginning of the year, investors’ concerns over a return of inflation have come back to the fore and triggered a sharp sell-off in US Treasury bonds. Investors were initially unfazed, as this move reflected solid US growth prospects.

Analisi 21.02.2018

Asian markets welcome the Year of the Dog

From the Desk of a Fund Manager (February 2018): New Federal Reserve Chairman Jerome Powell’s first day on the job saw him take up the post following an unexpected pick-up in US wage data in January.

Analisi 20.02.2018

Le ragioni dietro la correzione del prezzo del petrolio

Il prezzo del petrolio WTI è stabile dall’inizio dell’anno dopo aver visto, nel 2018, il miglior esordio in oltre un decennio e aver raggiunto un il livello massimo di 66,5 dollari a metà gennaio.

Altro da leggere

Analisi 22.02.2018

Strong fundamentals to help overcome recent market volatility

Since the beginning of the year, investors’ concerns over a return of inflation have come back to the fore and triggered a sharp sell-off in US Treasury bonds. Investors were initially unfazed, as this move reflected solid US growth prospects.

Analisi 21.02.2018

Asian markets welcome the Year of the Dog

From the Desk of a Fund Manager (February 2018): New Federal Reserve Chairman Jerome Powell’s first day on the job saw him take up the post following an unexpected pick-up in US wage data in January.

Analisi 20.02.2018

Le ragioni dietro la correzione del prezzo del petrolio

Il prezzo del petrolio WTI è stabile dall’inizio dell’anno dopo aver visto, nel 2018, il miglior esordio in oltre un decennio e aver raggiunto un il livello massimo di 66,5 dollari a metà gennaio.