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Ubs (lux) Equity Sicav - Us Opportunity (usd) I-b-acc (0P0000YC97)
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30/07 - Fechado. Moeda em USD
- Classificação da Morningstar:
- Total de ativos: 140,53M
Tipo:
Fundo
Mercado:
Luxemburgo
Emissor:
UBS Fund Management (Luxembourg) S.A.
ISIN:
LU0399039899
Classe de Ativo:
Ações
UBS Lux Equity SICAV - US Opportunity USD I-B-acc
414,130
-0,890
-0,21%
0P0000YC97 - Visão Geral
Nesta página, você encontrará um perfil aprofundado de Ubs (lux) Equity Sicav - Us Opportunity (usd) I-b-acc. Saiba mais sobre informações de gestão, ativos totais, estratégia de investimento e dados de contato de 0P0000YC97, entre outras informações.
Informações de Contato
Endereço
5, rue Jean Monnet
Luxembourg,* L-2180
Luxembourg
Luxembourg,* L-2180
Luxembourg
Telefone
+352 4 36 16 11
Fax
+352 4 36 16 1555
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| Steven Magill | Co-Head of Global Equity | 2025 | Agora |
| Biografia | Steve Magill is Co-Head of the Global Equity team. In his role, Steve has oversight over all Global, Europe and US Equity strategies managed by the team. He also serves as Lead PM for a range of flagship strategies across our ESG Integrated and Sustainable product shelf. Steve initially joined UBS Asset Management in 1986, before taking a career break to study. He re-joined as a UK Equity Portfolio Manager after gaining a First-Class degree in Accounting. Having successfully built a track record as a PM, Steve became a senior European Healthcare analyst, progressing rapidly to take on the role of Deputy Head of Pan-European Research in 2007 and lead the Global Healthcare team. Steve re-joined the UK Equity Value team in 2009 as part of a managed succession plan, becoming Head of the team in 2015. In 2017, his responsibilities were extended to managing the European Equity Value strategies. The team expanded its scope to Global equities in 2022 with the launch of the Global Equity Value strategy and began managing sustainable strategies in 2024. In 2025, when the Global Equity and Value teams were merged, Steve was promoted to Co-Head of the team, being responsible for all aspects of portfolio management. Steve is a Regular Member of the CFA Society of the UK and the CFA Institute. | ||
| Joyce Kim | - | 2021 | Agora |
| Adam Jokich | - | 2020 | Agora |
| Biografia | Adam Jokich is a senior portfolio manager (PM) within the Global Equity team. Adam is the lead PM on select sustainability-focused equity strategies including Active Climate Aware, US Sustainable, Engage for Impact Equity, and International Sustainable Equity; he is also the co-PM on Long Term Themes. Additionally, Adam remains deputy PM on several other strategies managed by the Global Equity Team. Prior to his role as a senior portfolio manager on the team, Adam held the role as deputy portfolio manager on our SI-focused portfolios, including Global Sustainable Equity, International Sustainable Equity, US Sustainable Equity, and Long Term Themes Equity, among other portfolios run by the Global Equity team. Adam started his career as a quantitative analyst in Chicago, where he was responsible for providing quantitative research and analysis used in the investment decision making process within the US Intrinsic Value team, and worked extensively on the Global Equity Valuation System. Adam also spearheaded the development of the proprietary UBS ESG model. He has fulfilled several portfolio manager roles, where he has leveraged his quantitative skillset to provide value add in the portfolio construction and risk management process. He was the deputy portfolio manager on the US and Global Multi-Strategy portfolios and was responsible for the research and development initiatives of various risk premia capabilities for the Systematic Investing team. Adam is a CFA Charterholder, a member of the CFA Institute | ||
| Joseph R. Elegante | Senior Portfolio Manager | 2020 | 2025 |
| Biografia | Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients. Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago. | ||
| Jin Jin Fan | - | 2020 | 2021 |
| Sonia Dobosz | - | 2017 | 2020 |
| Ian McIntosh | Vice President | 2015 | 2020 |
| Biografia | Ian McIntosh is a Senior Portfolio Manager on the US Intrinsic Value Equity team. He is also Deputy Head of Active Equities. Prior to joining UBS Asset Management in 2004, Ian was a Vice President at JP Morgan Fleming Asset Management in New York. Ian led teams responsible for the global equity dividend discount model, a structured equity portfolio optimizer and fixed income front-office analytics. Ian began his career at the JP Morgan Investment Bank in London as a Quantitative Systems Analyst. He was responsible for developing exotic FX option analytics and a relative-value proprietary trading model. Ian is a Regular Member of the CFA Society of Chicago and the CFA Institute. | ||
| Thomas J. Digenan | Head | 2015 | 2020 |
| Biografia | Mr. Digenan is the head of the US Intrinsic Value Equity team at UBS Asset Managment. Prior to this role, Tom had been a Strategist with the team since 2001. Prior to that, Tom was president of the firm’s mutual funds and relationship funds organization. Prior to joining the UBS predecessor organization Brinson Partners in 1993, Tom was a senior manager in the tax department of KPMG Peat Marwick. Tom is a member of the CFA Institute and the American Institute of Certified Public Accountants, and he is on the board of CFA Society Chicago. | ||
| Shari Gilfillan | - | 2016 | 2017 |
| John C. Leonard | Head | 2013 | 2015 |
| Biografia | John C. Leonard is Global Head of Equities and a Member of the UBS Group Managing Board. Mr. Leonard has been an investment professional with UBS Global Asset Management since 1991 and a portfolio manager of the Fund since 2012. | ||
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