UBS O'Connor
UBS O'Connor is an investment management company that covers a broad range of investment programs that seek to achieve risk-adjusted absolute returns with low correlation to most major asset classes and traditional investment benchmarks. It is a distinct investment arm within UBS Asset Management, with complete independence in regards to investment decision-making.
Associated People
Richard Excell
2008 - 2011
John Kiple
2012 - 2013
David Zervos
2004 - 2007
Maleeha Bengali
1997 - 2004
Bob Treue
1991 - 1992
INVESTMENT APPROACH
Diversified strategies
By shifting capital and risk dynamically across strategies, O'Connor aims to exploit investment opportunity sets in the market.
Value investing with risk control
The company's approach has always been rooted in relative value investing and state-of-the-art risk management capabilities.
Collaboration across teams
O'Connor fosters collaboration across its teams based in New York, Chicago, London, Hong Kong, and Singapore.