|Fund manager group |
|Fund manager company |
|UBS AG |
|Fund type |
|No data available. |
|Fund objective |
|Actively managed fund based on a concentrated equity portfolio that invests in selected Eurozone companies.
No constraints on sector or country allocation.
Fund aims to seek the best opportunities in the market based on fundamental, quantitative and qualitative information sources.
Small and mid cap equities can be incorporated into portfolio.
Market exposure may also deviate from that of the reference index to incorporate market views. |
|Investment style |
|Investment method |
|Fund managers |
|Jeremy Leung||01/04/2011||Jeremy Leung is a member of the Concentrated Alpha Equity team. He is responsible for supporting the investment process and capability management for the team. Prior to undertaking his role in March 2011, Jeremy was a Quantitative Analyst within the Equities Group. He was responsible for conducting quantitative and fundamental research for the Group’s investment teams. He also worked extensively on the Group’s fundamental equity valuation model. Prior to joining UBS in 2007, Jeremy worked as a consultant for FactSet Research Systems. He was responsible for providing advice and s upport to large investment managers across Europe on various analytical tools for investing. Jeremy is a Regular Member of the CFA Society of the UK and the CFA Institute. |
|Maximilian Anderl||31/01/2011||Maximilian Anderl having the experience of 11 Yrs in Investment Industry and he has done MS in University of Innsbruck (Austria) and Lic.oec.HSG in University of St Gallen (Switzerland) and Stockholm School of Economics (Sweden). Maximilian Anderl is a Portfolio Manager focusing on Global and European Concentrated Alpha long only and long / short products. Maximilian joined the European Equity Team in London in 2002, having joined UBS Global Asset Management, Zurich, in 2000 as an equity fund manager. In that role he was responsible for the retail funds and European client mandates. Prior to joining UBS Global Asset Management, Maximilian worked in academic research, university teaching, research and development and corporate finance for the pharmaceutical industry. Maximilian is a Regular Member of the CFA Society of the UK and the CFA Institute. |
|Transparent for Austrian Tax, Transparent for Swiss Tax, Transparent for German Tax, UCITS IV Compliant |
|No data available. |
|Fund for sale in |
|Austria, Switzerland, Chile, Cyprus, Germany, Denmark, Spain, Finland, France, United Kingdom, Greece, Hong Kong, Italy, Liechtenstein, Luxembourg, Netherlands, Norway, Offshore, Portugal, Singapore, Sweden |