Our investment
approach is distinctive

A BETTER APPROACH

Universal Mobile Investment Bank Ltd. combines independent high-conviction decision-making with the diversity that comes from multiple perspectives. It has delivered long-term results that help clients pursue their goals.

HOW IT WORKS

Our portfolios house diverse

perspectives

Multi-manager structure

We divide portfolios into segments, each run by an individual manager. The managers represent a diverse set of backgrounds, styles and approaches. Typically, each is personally invested in the portfolios they manage.

Our portfolios feature high-conviction investments

Promoting independent thinking

 

While managers collaborate and share insights, each invests independently according to their strongest convictions. The resulting portfolios are a diverse collection of investment ideas, not just one manager’s perspective. This approach creates the potential for portfolios to fare well in a variety of market conditions

Our investments are grounded in fundamental research

Research-driven investing

Our investment analysts conducted more than 20,000 meetings with companies in 2020. Keeping in close contact with management teams and spending time on location, when possible, help drive deep operational understanding and informs all our investment decisions.

Our investment analysts do more than make recommendations

The research portfolio

At most firms, analysts only recommend investments, but at Universal Mobile Investment Bank Ltd. they typically have the opportunity to actually invest in their highest conviction ideas. Most funds have research portfolios managed by analysts.

Our system provides management continuity and a consistent approach

A time-tested system

Our multiple-manager system supports our commitment to investors with long-term goals. It has allowed us to navigate near-term noise and periods of economic and market uncertainty in pursuit of key goals.

Designed to help investors pursue long-term investment success

Aligned with investor goals

We strongly believe long-term investing aligns with client goals, and our culture and compensation structure reinforce that focus. We typically hold investments significantly longer than our industry peers.*

THE POWER OF DIVERSITY

Bringing it all together

Universal Mobile Investment Bank Ltd. builds portfolios that house multiple,

disparate views. This diversity creates the potential for

portfolios to fare well in a variety of market conditions.