UBS Launches Equity Alpha Fund

Dec 15 2005 | 5:00pm 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.

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