Overview
UFG Asset Management ("UFG AM") offers both absolute return and traditional investment strategies through a family of debt and equity hedge funds and separately managed accounts. Founded in 1996, UFG AM was one of the first financial services companies to introduce alternative instruments to Russia. We continue to be recognized as one of the most dynamic, growing and successful Russian region focused investment groups.
UFG AM public markets business originally was founded as part of the United Financial Group, a top-rated 1,000-employee investment bank, which was acquired by Deutsche Bank in full in 2005 sans UFG Asset Management, which remained independent and in control of the founders. Initially UFG AM provided only rouble-based mutual funds and segregated accounts to domestic investors. In 2002, UFG Asset Management launched UFG Russia Select Fund, a fund investing in equity securities actively traded in Russia and the CIS countries and utilizing hedging strategies to minimize downside risk. UFG Russia Debt Fund was formed in 2005 and invests in debt instruments issued by Russian corporations which are denominated in roubles, US dollars or Euros. UFG Russia Alternative Fund, a hybrid fund investing in less liquid securities and securities with no official listing but with significant share price appreciation potential was launched in 2006. Subsequently in 2009 amidst the worst of the recent global malaise, UFG AM was not only able to withstand the financial markets turmoil but also expand the business launching two more fixed income funds, UFG Credit Opportunities Fund and UFG Debt Fund respectively in January 2009 and in November 2009 raising over $200 million for a seed institutional investor. UFG Credit Opportunities Fund invests in mid-term quasi-sovereign fixed income Eurobond securities, while UFG Debt Fund is a play on the maturing Russian region currencies investing primarily in rouble and other CIS currencies denominated corporate debt.
In 2008 UFG AM sold 100% of its domestic mutual funds business and Russian institutional seggregated accounts (under the license of CJSC "UFG INVEST") to Deutsche Bank in a two-step transaction, which was completed in November 2011 (since 2008 UFG's domestic rouble-based business has been operating under the brand name of Deutsche UFG Capital Management). All other UFG AM businesses, including public markets debt and equity hedge funds and international managed accounts, remained under the control and management of UFG AM founders and investment team.
The UFG Asset Management investment team brings a unique combination of proven Russian and Western asset management expertise combined with superior research and investment analysis capabilities. The team is comprised of experienced fund management and business professionals with backgrounds in portfolio management, global financial markets, research and direct investments.
UFG AM public markets business originally was founded as part of the United Financial Group, a top-rated 1,000-employee investment bank, which was acquired by Deutsche Bank in full in 2005 sans UFG Asset Management, which remained independent and in control of the founders. Initially UFG AM provided only rouble-based mutual funds and segregated accounts to domestic investors. In 2002, UFG Asset Management launched UFG Russia Select Fund, a fund investing in equity securities actively traded in Russia and the CIS countries and utilizing hedging strategies to minimize downside risk. UFG Russia Debt Fund was formed in 2005 and invests in debt instruments issued by Russian corporations which are denominated in roubles, US dollars or Euros. UFG Russia Alternative Fund, a hybrid fund investing in less liquid securities and securities with no official listing but with significant share price appreciation potential was launched in 2006. Subsequently in 2009 amidst the worst of the recent global malaise, UFG AM was not only able to withstand the financial markets turmoil but also expand the business launching two more fixed income funds, UFG Credit Opportunities Fund and UFG Debt Fund respectively in January 2009 and in November 2009 raising over $200 million for a seed institutional investor. UFG Credit Opportunities Fund invests in mid-term quasi-sovereign fixed income Eurobond securities, while UFG Debt Fund is a play on the maturing Russian region currencies investing primarily in rouble and other CIS currencies denominated corporate debt.
In 2008 UFG AM sold 100% of its domestic mutual funds business and Russian institutional seggregated accounts (under the license of CJSC "UFG INVEST") to Deutsche Bank in a two-step transaction, which was completed in November 2011 (since 2008 UFG's domestic rouble-based business has been operating under the brand name of Deutsche UFG Capital Management). All other UFG AM businesses, including public markets debt and equity hedge funds and international managed accounts, remained under the control and management of UFG AM founders and investment team.
The UFG Asset Management investment team brings a unique combination of proven Russian and Western asset management expertise combined with superior research and investment analysis capabilities. The team is comprised of experienced fund management and business professionals with backgrounds in portfolio management, global financial markets, research and direct investments.
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BLOOMBERG # 1
UFG Russia Select Fund ranked in Bloomberg Emerging Markets Top-10 »
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UFG`S INVESTOR TRIP TO RUSSIA
UFG Asset Management hosted its 3nd annual Investor Trip to Russia, April 24-26, 2012 »
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UFG`S INVESTOR CONFERENCE CALL
UFG AM held investor conference call on April 4 to share market insights and detail recent portfolio moves with regard to the unfolding global debt crisis. »
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UFG AM & DEUTSCHE BANK
Deutsche Bank to increase stake in Deutsche UFG Capital Management to 100 per cent »
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UFG AM RATINGS FOR YEAR 2011
