UBS US Equity Fund Class C Accumulation Shares (Net)

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Management
Name of CompanyUBS Asset Management Funds Ltd
Phone+44 20 79015000
Websitewww.ubs.com
Address5 Broadgate, London EC2M 2QS
 London   EC2M 2QS
 United Kingdom
DomicileUnited Kingdom
Legal StructureOpen Ended Investment Company
UCITSYes
Inception Date15/08/2012
Fund Advisor(s)
UBS Asset Management (UK) Ltd
Fund ManagerJoseph Elegante
Manager Start Date31/08/2020
Career Start Year1994
Education
Case Western Reserve University (Weatherhead), M.B.A.
Miami University, B.S.
 
Biography
Joe is Deputy head of Global and Sustainable Equities and a Senior Portfolio Manager on a range of Global strategies including Sustainable, Impact and Long Term Themes. Joe has over 20 years of portfolio management experience and is based in London. Before joining UBS-AM, Joe worked as a portfolio manager at RMB Capital Management where he managed several equity strategies including a multi-cap core, dividend growth and a small cap-focused special situations strategy for institutional and private clients.  Prior to joining RMB Capital, Joe worked for 12 years as a senior portfolio manager at Alliance Bernstein where he was a member of the Large Cap Growth Team. In this position he managed a $15 billion growth strategy, which included individual institutional accounts, a mutual fund, Luxembourg fund and assets on behalf of the private client division for Sanford Bernstein. His responsibilities included portfolio construction, fund governance, security selection and risk management. Joe is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.
Fund ManagerAdam Jokich
Manager Start Date31/08/2020
 
Biography
Adam Jokich is a Quantitative Sustainability Analyst on the Global Sustainable Equities team. He leads the team's efforts in developing and enhancing their proprietary ESG Model, and integrating it into the investment process. Adam leverages his quantitative skillset to provide value add in the portfolio construction and risk management process. Prior to joining the Global Sustainable Equities team, Adam worked as a quantitative analyst on the Applied Research Group, in UBS Asset Management. Adam was responsible for providing quantitative research and analysis used in the investment decision making process, and assisting in the infrastructure development of quantitative equity portfolios. He was the deputy portfolio manager on the US and Global Multi-Strategy portfolios, and was responsible for the research and development initiatives of various risk premia capabilities. Adam is a CFA Charterholder, a member of the CFA Institute and the CFA Society of Chicago.
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