UBS Global Asset Management (Canada) Co.
UBS Global Asset Management, a business group of UBS, is one of the world’s leading financial firms. UBS includes a top wealth manager and a premier investment banking and securities firm. Under this umbrella, UBS Global Asset Management demonstrates a history of leadership in the investment management industry. Their strengths lie in their globally integrated investment organization and processes, the expertise and diversity of their employees, as well as the quality of their mandate execution.
Truly a global business, UBS Global Asset Management employs 3,500 worldwide – 500 investment professionals – located in more than 20 countries. Their main offices are in Chicago, London, New York, Tokyo and Zurich. High-quality proprietary research leads to unique perspectives, contributing to superior performance. They manage over C$600 billion* in assets.
Investment philosophy
Their clear price/intrinsic value investment philosophy, the core of their business, means that they pay great attention to investment fundamentals and expected cash flows when assessing investments. UBS uses a disciplined, repeatable process to systematically apply their philosophy.
Investment process
UBS focuses their investment research on identifying discrepancies between a security's fundamental or intrinsic value and its observed market price – both across and within global equity markets. UBS takes advantage of these differences using a disciplined fundamental approach.
Their research teams evaluate companies within their regional markets around the world and assign relative price/intrinsic value rankings based on the present value of each company's expected future cash flows. The UBS equity strategy team employs a wide network of resources to carefully develop portfolios within global capital markets. They develop currency strategies separately and co-ordinate the plans with country allocations.
Management style
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