SA国际传谋

High conviction portfolio: The Fund applies a focused investment strategy by sourcing ideas from its investment sector analysts, allocating to stocks for which we have higher conviction for outperformance. We believe that this approach provides the potential for higher returns than the Benchmark.

Research resources: Emerging Markets and Asian Equities are a core investment area at UBS SA国际传谋. We have a well-established and experienced team dedicated to managing these funds. The team consists of 25 investment professionals located across Shanghai, Singapore, Hong Kong and Zurich with most team members, with most members hailing from emerging markets and Asian countries. This team is an integral part of the broader UBS SA国际传谋 Global Equity team, which manages a substantial portfolio on a global scale. Our research and trading teams are based in Sydney, New York, Chicago, Tokyo, London, Zurich, Hong Kong and Singapore, offer comprehensive insights into global equity market trends and regulatory conditions through in-depth analysis.

Risk management: Risk management is an integral part of the investment process. It starts at the company level where we conduct extensive research and due diligence into the levels of corporate governance, transparency, quality of management and company fundamentals. Our investment process is predominantly bottom-up driven (i.e. focussing on individual stocks) so that our country allocation is primarily the result of our bottom-up process and an outcome of stock selection. We also utilise a macro risk indicators tool aimed towards managing the top down risks (i.e. considering macro factors) in the portfolio and allowing the bottom-up stock selection to add value.

Processes and systems: We have access to proprietary investment and risk management systems and processes which ordinary investors would not usually have, allowing us deeper insights at the stock level and an opportunity to maximise returns.