UBP launches US small cap fund in new partnership

Teams up with Adams Funds

UBP Asset Management has announced a new partnership with US-based Adams Funds to launch a US small cap equity fund.

Adams Funds, which manages more than $2bn in long-only equities strategies, will manage the new US Small Cap Core strategy on behalf of UBP Asset Management. The investment team is led by Mark Stoeckle and the managers have previous experience of managing small cap portfolios together for over a decade at BNP Paribas. The UBAM-Adams US Small Cap Equity fund will combine a systematic evaluation process with fundamental market analysis and company research to identify investment opportunities while maintaining sector and industry group neutrality. It will be comprised of 115-130 hold...