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23.45
-0.26
-1.10%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 127.8M
UBS US Small Cap Growth P
23.45
-0.26
-1.10%
- Overview
- Profile
- Historical Data
- Holdings
Ubs U.s. Small Cap Growth Fund Class P Overview
On this page you'll find an in-depth profile of Ubs U.s. Small Cap Growth Fund Class P. Learn about the key management, total assets, investment strategy and contact information of BISCX among other information.
Investment Strategy
The investment seeks long-term capital appreciation. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes, if any) in equity securities of U.S. small capitalization companies. Small capitalization companies are those companies within the range of the largest and smallest company in the Russell 2000 Index at the time of purchase. Investments in equity securities may include, but are not limited to, common stock and preferred stock; equity securities of real estate investment trusts ("REITs"); and exchange-traded funds ("ETFs"). The fund may invest up to 20% of its net assets in foreign securities.
Contact Information
Address
Bahnhofstrasse 45
Zürich,Zürich CH-8098
Switzerland
Zürich,Zürich CH-8098
Switzerland
Phone
044 234 34 99
Fax
212-821-6737
Web
www.ubs.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| David Sullivan | Portfolio Manager | 2024 | Now |
| Biography | David Sullivan is a Co-Portfolio Manager on the Future Leaders Small Cap strategy and a Senior Investment Analyst providing generalist research coverage to the US Small Cap Growth strategy. Previously, David served as Head of Business for Growth Equities. In that role, he was responsible for the day-to-day business management of the group, coordinating with other teams including product development, strategic and financial planning, trading, operations, legal and compliance. David joined the firm in 2002 and has worked in a number of roles including as a Business Analyst supporting the build-out and development of the growth equities platform. | ||
| Samuel Kim | Co-Portfolio Manager | 2011 | Now |
| Biography | Samuel Kim is responsible for managing the US Small Cap Growth Equity portfolios while also providing generalist research coverage. Samuel Kim joined the firm in 2003. Prior to joining the firm, he held portfolio management/analyst responsibilities in the small and micro cap arenas with Blackrock Financial Management for five years. Before his work at Blackrock, he served as a small cap growth analyst at Merrill Lynch Asset Management | ||
| David N. Wabnik | Head | 1997 | Now |
| Biography | David Wabnik is responsible for overseeing and managing the US Small Cap Growth Equity portfolios at UBS Asset Management. David has been a portfolio manager with the firm since 1995. He served as a small cap portfolio manager/senior research analyst with Value Line Asset Management for four years prior to joining the firm. He also served as a tax accountant at Morgan Stanley. | ||
| Paul A. Graham | Portfolio Manager | 1997 | 2014 |
| Biography | Mr. Graham is responsible for overseeing and managing the U.S. small capitalization growth and biotech stock portfolios. Mr. Graham has held portfolio management responsibilities with the firm since August 1994. For eight years prior to joining the firm, he served as a small cap portfolio manager and research analyst for a prominent asset management firm. | ||
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