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319.100
-5.380
-1.66%
31/10 - Closed. Currency in USD
Type:
Fund
Market:
Luxembourg
Issuer:
UBP Asset Management (Europe) S.A.
ISIN:
LU0277302211
Asset Class:
Equity
- Morningstar Rating:
- Total Assets: 1.83B
UBAM - 30 Global Leaders Equity IHC USD
319.100
-5.380
-1.66%
- Overview
- Profile
- Historical Data
- Holdings
Ubam - 30 Global Leaders Equity Ihc Usd Overview
On this page you'll find an in-depth profile of Ubam - 30 Global Leaders Equity Ihc Usd. Learn about the key management, total assets, investment strategy and contact information of 0P0000AB75 among other information.
Investment Strategy
This Sub-Fund invests its net assets primarily in equities and other similar transferable securities, in addition to, on an ancillary basis, warrants on transferable securities, convertible bonds or bonds with warrants on transferable securities, bonds and other debt securities, money market instruments, issued by companies worldwide (including Emerging countries). This Sub-Fund is selecting stocks world-wide, primarily companies which are expected to provide growth and leading (i.e. sustainably high quality) levels of cash flow return on investment (CFROI®) that are higher than the Cost of Capital (CoC) and which grow their asset base while maintaining this spread. (Source: CFROI® Credit Suisse HOLT). The investment strategy is focused on the sustainability of such return and growth profiles, and hence shall be long-term oriented with little need for turnover.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Martin Moeller | - | 2013 | Now |
| Fares Benouari | - | 2013 | Now |
| Sumanta Biswas | Vice President | 2006 | 2013 |
| Biography | Sumanta Biswas joined Polaris Capital Management, LLC as an Analyst in January 2002 after completing an internship with the firm. He was promoted to Assistant Portfolio Manager in 2004, was named Vice President in 2005 and became an LLC member at Polaris in 2007. In January 2021, Mr. Biswas was promoted to Portfolio Manager. He remains a “generalist”, conducting fundamental analysis of potential investment opportunities and driving portfolio management decisions. Mr. Biswas’ professional experience includes an equity research internship at Delta Partners of Boston in 2001. From 1996 through July of 2000, he was an officer of the Securities and Exchange Board of India. In 1995, Mr. Biswas participated in the initial public offering of Electro Steel Casting, Ltd. of India while interning at IFB Finance Ltd. of India. Mr. Biswas received a master’s of science degree in finance from Boston College in 2001, and an MBA from Calcutta University in India in 1996. He earned his undergraduate degree in engineering from North Bengal University in 1993, and holds a diploma in business finance from the Institute of Chartered Financial Analysts of India. He also holds the Chartered Financial Analyst (CFA) designation. | ||
| Bernard R. Horn | Founder | 2006 | 2013 |
| Biography | Bernard Horn Jr. is President and Chief Investment Officer since 1998; Founder and Portfolio Manager since 1995; Investment professional since 1980.of Polaris Capital Management, LLC, a Boston-based global and international value equity management firm that serves as the sub-advisor for RBC International Equity. Prior to founding Polaris Capital in 1995, Bernard served as an investment officer for MDT Advisers, Inc. He also worked as a portfolio manager for Freedom Capital Management Corporation. From 1980 to 1990, Bernard was the principal and founder of Horn & Company, an investment counseling firm that specialized in global portfolio management for individuals, trusts and tax-qualified accounts. Bernard began his career in the investment industry in 1980. He received a BS from Northeastern University and a MS in Management from the Massachusetts Institute of Technology. In January 2007, Bernard was named Fund Manager of the year by MarketWatch. He was profiled in the January 2004 issue of SmartMoney Magazine and has been highlighted in Business Week, The New York Times, The Wall Street Journal and other national publications. Bernard has appeared on CNBC, CNNfn and Bloomberg TV to discuss global market trends. | ||
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