UBP’s small- and mid-cap capabilities

UBP
By February 5, 2021 08:28

UBP’s small- and mid-cap capabilities

UBP’s small- and mid-cap capabilities

In recent weeks, investors were relieved by the positive newsflow around the successful COVID-19 vaccine trials and subsequent implementation of roll-out programmes. However, experts agree that the positive effects on the recovery and getting back to “normality” is not likely to happen before the end of this year. As 2021 looks like a bumpy road, many investors are willing to increase equity risk and directionality, subject to selectivity.

Against this backdrop, the wider small- and mid-cap (“SMID cap”) universe represents a fertile ground for investment opportunities and one of the last efficient frontiers for active equity investors to express their convictions. However, the high-potential SMID-cap segment requires proven active management skills to find the hidden gems of tomorrow and apply the necessary risk management rules.

In this paper, we will take a closer look at the benefits of SMID caps and why they offer an attractive opportunity set in the current environment. We will also provide a roadmap to SMIDcap investing through various examples of UBP’s key capabilities in the SMID-cap space.

Asset Manager
UBP

We focus on the one activity we excel at – wealth management for private and institutional clients

Our energy and resources are dedicated to constantly expanding our expertise in this field. We are proud to attract and foster outstanding talent among our teams, in order to offer a service of the highest calibre.

Website:www.ubp.com

Frederic Peemans
Tel: + 32 2 761 92 41
frederic.peemans@ubp.com

Astrid Gehoel-Ceelen
Tel: +32 2 761 92 42
astrid.gehoel-ceelen@ubp.com

Mieke Hofman
Tel: +32 2 761 92 43
mieke.hofman@ubp.com

UBP
By February 5, 2021 08:28

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