Unlock Long-Term Growth with Strategic Precision

Our Global Value Equity Actively Managed Certificate (AMC) offers a meticulously crafted investment strategy designed for professional and institutional investors seeking superior long-term returns. By focusing on high-quality companies across North America and Europe, we aim to deliver consistent outperformance while prioritizing capital preservation.

Key Features:

• Robust Selection Process: Our bottom-up approach identifies companies with strong financials, competitive advantages, and proven management teams.

• Risk-Managed Portfolio: 10-15 carefully selected positions, with a maximum 25% allocation per asset, ensure optimal diversification.

• Value-Driven Approach: We target undervalued stocks in mature markets, positioning the portfolio for sustained growth.

• Conservative Strategy: Long-only positions without leverage or derivatives provide stability and downside protection.

• Expert Management: Backed by the combined expertise of Atrinum and Lema as portfolio advisors.

• Flexible Structure: Issued by UBS with an indefinite duration, allowing for long-term value creation.

Designed for Success:

• Benchmark: MSCI World Index Net

• Regions: USA, Canada, and Europe

• Competitive Fee Structure: 1% administrative fee, 15% performance fee with high-water mark

• Inception: November 2024

Our Global Value Equity AMC is tailored for investors who understand market cycles and seek a vehicle for long-term wealth accumulation. With a track record of outperforming the MSCI World Index Net, this certificate offers a compelling opportunity to participate in global equity markets through a disciplined, value-oriented lens.Invest with confidence in a strategy that combines rigorous analysis, risk management, and a commitment to enduring value creation.