UBS Launches Equity Alpha Fund

Dec 15 2005 | 6:00pm ET

UBS Global Asset Management has launched a U.S. equity alpha fund as a core equity substitute that relaxes the long-only constraint, the firm announced on Monday.

The US Equity Alpha Strategy uses a long-term fundamental approach to identifying shorting opportunities and will seek to outperform the Russell 1000 Index by 3-5% per year, gross fees.

The strategy will invest in 75-125 companies and will seek to add alpha by taking an average of 30% in short positions balanced by 130% on average in long positions while maintaining a 100% overall market exposure.


In Depth

Q&A: Decathlon Capital On Revenue-Based Alternative Lending

Oct 30 2017 | 3:49pm ET

The explosion in private credit activity since the end of the financial crisis is...

Lifestyle

CFA Institute To Add Computer Science To Exam Curriculum

May 24 2017 | 9:25pm ET

Starting in 2019, financial industry executives sitting for the coveted Chartered...

Guest Contributor

CAIS: How Technology is Disrupting the Alternative Investment Industry

Nov 7 2017 | 5:35pm ET

If there’s one thing that alternative investment professionals can agree on, it...