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Actively managed equity portfolio investing in German companies Invests primarily in German blue-chip stocks, supplemented with attractive small and mid caps (up to 15%) Stocks are selected based on corporate fundamentals, the quality of management and the companies' growth prospects.
Name | Title | Since | Until |
---|---|---|---|
Joerg Philipsen | - | 2016 | Now |
Biography | Jörg Philipsen is a member of the Pan European Small and Mid Cap team, based in Zurich. He is responsible for managing the UBS (Lux) Equity SICAV – German High Dividend Fund (launched mid 2012). In 2015 he took over responsibilities in the Pan European Small and Mid Cap team as portfolio manager and sector specialist for financials, real estate and utilities. Jörg joined UBS Global Asset Management’s Graduate Trainee Program in January 2005 working within the Pan European Small and Mid Cap team. Following the 18 month program he joined the Thematic Equity Team, where he managed the UBS (Lux) Equity Fund – Financials Services for the following 3 years and the UBS (Lux) Equity Fund – Communications between July 2009 and September 2012. In addition, Jörg was responsible for managing the UBS (Lux) Equity Fund – Infrastructure from May 2009 to May 2016. Jörg is a Regular Member of the Swiss CFA Society and the CFA Institute. | ||
Jörg Diedrich | - | 2016 | Now |
Biography | Jörg Diedrich is Head of the Equity Team of UBS Global Asset Management (Deutschland) GmbH. He is responsible for managing equity and balanced mandates. He also provides clients with asset allocation and capital protection solutions. Prior to joining UBS Global Asset Management in 2002, Jörg spent five years working as a Balanced Portfolio Manager at Allianz Dresdner Asset Management (dit/dbi). As a balanced portfolio manager he was responsible for numerous equity and balanced mandates. Furthermore, as a member of the Asset Allocation Team he was responsible for controlling the Tactical Asset Allocation of Allianz Dresdner Asset Management (dit/dbi). | ||
Pascal Boeuf | - | 2008 | 2012 |
Peter Ott | - | 1973 | 2008 |
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