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

UBS US Small Cap Growth Equity

Objective

Long-term capital appreciation by investing in a diversified portfolio of securities with market capitalizations below $2.5 billion.

Benchmark

Russell 2000 Growth Index

Investment philosophy

  • Invest in companies determined to have strong business franchises and attractive competitive positions that generate rapidly rising earnings.
  • Target companies with projected earnings growth rates in the top 40% and ample trading liquidity.

Investment process

  • Quantitative models rank small cap stocks on such factors as earnings revisions, favorable analyst opinions, positive stock price momentum and sales acceleration.
  • Conduct fundamental research on companies ranked highly by quantitative models.
  • Construct and monitor portfolios in line with risk management and client/portfolio guidelines.

    

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.