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Ubs (lux) Equity Fund - Small Cap Usa (usd) P-acc (0P00000AY9)

Luxembourg

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1,151.180 +0.590 +0.05%

05/06 - Closed. Currency in USD

Type: Fund

Market: Luxembourg

ISIN: LU0038842364

Asset Class: Equity

Morningstar Rating:
Total Assets: 57.37M

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0P00000AY9 Overview

On this page you'll find an in-depth profile of Ubs (lux) Equity Fund - Small Cap Usa (usd) P-acc. Learn about the key management, total assets, investment strategy and contact information of 0P00000AY9 among other information.

Contact Information

Address 5, rue Jean Monnet
Luxembourg,* L-2180
Luxembourg

Phone +352 4 36 16 11

Fax +352 4 36 16 1555

Web www.credit-suisse.com

Top Executives

Name	Title	Since	Until
Katie Thompson	-	2024	Now
David N. Wabnik	Head	2013	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.
Samuel Kim	Co-Portfolio Manager	2013	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
Caroline Wallace	-	2024	2024
Hajro Kadribeg	-	2021	2023
Alexis Freyeisen	-	2019	2021
Grant Bughman	Client Portfolio Manager	2011	2019
Biography	Mr. Bughman joined Vontobel Asset Management in February 2019 as a Client Portfolio Manager where he is responsible for communicating the firm's philosophy, process, performance, portfolio positioning and risk management. Mr. Bughman joins Vontobel from UBS Asset Management (2005-2019) where he was Lead Client Portfolio Manager for active equities in the Americas, responsible for coverage of emerging market and U.S. growth equity strategies. He served as the primary media spokesperson for active equities, with market insights regularly featured on Bloomberg TV, CNBC, The Wall Street Journal and Financial Times. From 2000 to 2005, he held positions at SunAmerica Asset Management and AXA Advisors. He received a B.B.A. in Finance from James Madison University. In addition, Mr. Bughman holds the following FINRA License(s): Series 7 and Series 66.
Paul A. Graham	-	1994	2013
Biography	Mr. Graham joined UBS in 1994 and is currently a Managing Director of UBS Global AM. Mr. Graham has overall responsibility for all aspects of growth investing strategies at UBS Global AM.
Management Team	-	1992	1994
Biography	Team Managed

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