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

UBS US Small Cap Equity

Objective

Outperform recognized small capitalization indices (in particular the Russell 2000 Index) by investing in common stocks of US companies with market capitalizations in the lower 15% of value of the Wilshire 5000 Equity Index.

Benchmark

Russell 2000 Index

Investment process

  • Assess and rank stocks based on price to intrinsic value relationship, using fundamental research, including detailed economic, industry, and company analysis.
  • Construct and monitor portfolios in line with risk management and client guidelines.
  • Select securities we believe offer superior annual rates of return.

    

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.