UBS O'CONNOR LLC Overview

Ubs O'connor Llc is a hedge fund that manages 13.1 BN dollars in regulatory AUM and has 161 employees, of which 66 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 5BN in positions, representing 39% of the manager's regulatory AUM.

UBS O'CONNOR LLC StockAlpha

-1.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
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UBS O'CONNOR LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
PG 14.33% Cons. Staples -5.27% -0.46% 0 24%
EEM 3.27% ETF -3.42% -0.28% 0 13%
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UBS O'CONNOR LLC Founders and Key Employees

Name Title In Position Since
Nicholas J. Vagra Chief Operating Officer January-2004
Dawn N. Fitzpatrick Global Head Of O'Connor August-2013
Salvatore Digangi Chief Compliance Officer September-2013
Andrew D. Hollenbeck General Counsel November-2013

UBS O'CONNOR LLC Brokers, Custodians, Auditors and Administrators

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UBS O'CONNOR LLC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis

O’Connor primarily uses a combination of fundamental and/or quantitative analysis when formulating its investment advice and/or managing the funds’ assets. Despite the foregoing, nothing limits O’Connor from utilizing other methods of analysis as it sees fit.

Fundamental: O’Connor will attempt to measure the intrinsic value of a company by looking at economic and financial factors (including the overall economy, industry conditions, and the financial condition and management of the company itself) to determine if the company is under priced (indicating it may be a good time to buy) or overpriced (indicating it may be a good time to sell). This type of analysis is conducted primarily from a bottom-up view. This bottom-up analysis typically involves continually monitoring companies looking for change or fundamental trends within them. Views are also taken as a result of vari...
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UBS O'CONNOR LLC Portfolio Concentration

UBS O'CONNOR LLC Location

ONE NORTH WACKER DRIVE, 32ND FLOOR
CHICAGO, Illinois
UNITED STATES, 60606

UBS O'CONNOR LLC Contact Information

Phone Number: 312-525-6000
Fax Number: 312-525-5042
Website:

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