Value creation throughout market cycles

UBP
By January 7, 2022 10:52

Value creation throughout market cycles

UBP’s 30 Global Leaders Equity strategy offers an efficiently diversified exposure to 30 high and stable CFROI® (Cash Flow Return on Investment, source Credit Suisse HOLT) large cap companies.

The strategy shows superior and resilient levels of value creation (CFROI® spread above the cost of capital) in all market cycles, delivering excess shareholder returns over the long-term.

Stock selection remains the main driver of relative performance, focusing on positive or stable trends of CFROI® and asset growth that are structurally rewarded by the market.

The strategy’s strong upside participation and downside protection over different market conditions, have led to superior performance results achieved versus different global equities benchmarks, i.e. large caps, growth, quality, value or ESG indices.

UBP’s 30 Global Leaders equity strategy represents an all-weather equity allocation for investors without the need for market timing. This is achieved through portfolio diversification, a high CFROI® approach and experienced stock selection.

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 January 7, 2022 10:52

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