AJO takes over management of UBP's US fund from Neuberger Berman

US Equity Value fund also renamed

Daniel Flynn
clock • 1 min read

Union Bancaire Privée has announced a partnership with US equity manager AJO, which will see the latter take over as manager on the UBAM - Neuberger Berman US Equity Value fund.

The fund will be renamed the UBAM - AJO US Equity Value fund and will be managed by ALO's 24-strong portfolio management team, led by company founder Ted Aronson. It will focus on large-cap companies with a value-oriented approach, targeting well-managed companies with quality cash profits, relatively low market valuations, positive price and earnings momentum, and favourable market sentiment. UBP launches US small cap fund in new partnership Nicolas Faller, co-chief executive of UBP Asset Management, said: "The US economy remains strong and is likely to continue to enjoy a relativ...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on US

Deep Dive: US dollar is not 'dead' but cracks raise concerns
US

Deep Dive: US dollar is not 'dead' but cracks raise concerns

Losing its supremacy

Sorin Dojan
clock 06 June 2025 • 3 min read
Unemployment rate steady as US adds 139,000 jobs in May
US

Unemployment rate steady as US adds 139,000 jobs in May

Unemployment at 4.2%

Sorin Dojan
clock 06 June 2025 • 2 min read
SEC chair seeks to disband US financial tech innovation hub
US

SEC chair seeks to disband US financial tech innovation hub

'Targeted, common-sense reorganisations'

Eve Maddock-Jones
clock 04 June 2025 • 2 min read
Trustpilot