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UBP – Webinar – Small Caps Specialties

16 September 2020 - 10:00 - 10:45

Small and mid-cap companies often demonstrate strong growth potential, notably where they sustain high levels of innovation, which is the foundation for maintaining these higher growth rates.


  • The segment tends to be less covered by the analysts’ community and dedicated portfolio managers can add value by detecting hidden gems through the investment universe.
  • Investing in small and mid-caps means believing in the entrepreneurial mind-set, aligning with the founding partner’s drive.
  • We believe that a well balanced portfolio should opt in a long-term allocation to the small-and-mid caps segment.
  • We would like to focus on some very attractive Small Caps strategies:

JAPAN SMALL CAPS : Angel Japan is a well-established, Japanese small cap equity manager since 2001. Our UBAM- ANGEL Small Cap equity has returned +6.98% YTD (vs-8.07% for the MSCI Jap small caps index);

GLOBAL SMID Caps:  The Australian boutique asset manager Bell has a long track record in managing Global SMID Cap Equities and will Introduce this World-class track-record to European investors.

NORDIC Small Caps: Nordic countries are sometimes immune from economic turbulences seen elsewhere. The SEB Nordic Small Caps strategy identifies high quality companies with strong market positions.

Our Speakers Cédric Le Berre (UBP), Olivier Marion (UBP/BELL) and Laura Andreasen (SEB) will highlight the opportunities offered by those three asset classes.

3 x 15 minutes presentations and Q&A