UBS Asset Management United States Please confirm you are a US resident to proceed.

UBS US Large Cap Value Equity

Objective

Outperform the benchmark with relatively similar risk by investing in US equity securities.

Benchmark

Russell 1000 Value Index

Investment process

  • Assess and rank stocks based on price to intrinsic value relationship, using fundamental research, including detailed economic, industry, and company analysis.
  • Construct and monitor portfolios in line with risk management and client/portfolio guidelines.
  • Reduce positions when stocks move toward fair value; eliminate stocks that become overvalued or experience a fundamental change.

    

Equity strategies are primarily subject to all the investment risks associated with stocks. Stocks have shown greater growth potential than other types of securities, but they have also shown greater volatility and risk of loss. Strategies that focus on small- or mid-cap stocks are generally more volatile and subject to greater risk. Strategies that invest in foreign or emerging markets are subject to special risks that are not normally associated with domestic investment, including possible adverse currency fluctuations and political, social and economic risks. There can be no assurance that any strategy will achieve its objective.