HOUSE_OVERSIGHT_025268.jpg
2.46 MB
Extraction Summary
1
People
4
Organizations
4
Locations
2
Events
1
Relationships
4
Quotes
Document Information
Type:
Financial research presentation slide
File Size:
2.46 MB
Summary
A UBS financial strategy slide from September 2012 analyzing equity styles. The report advises investors to prefer mid-cap stocks in the US and large-cap stocks in Europe due to economic conditions and the Eurozone debt crisis. It includes a chart comparing small vs. large cap performance and provides contact information for specialist Christopher Wright. The document bears a House Oversight Committee Bates stamp.
People (1)
| Name | Role | Context |
|---|---|---|
| Christopher Wright | CIO's asset class specialist |
Listed as the contact person for further information regarding the UBS financial analysis.
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Organizations (4)
| Name | Type | Context |
|---|---|---|
| UBS |
The financial institution that authored the report.
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| Thomson Reuters |
Cited as a data source for the chart.
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| DJ STOXX |
Stock market index provider mentioned in the chart title.
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| US House Oversight Committee |
Implied by the Bates stamp 'HOUSE_OVERSIGHT_025268', indicating this document was obtained during a congressional inv...
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Locations (4)
| Location | Context |
|---|---|
|
Region analyzed for equity styles, specifically mid caps.
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Region analyzed for equity styles, specifically large caps.
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Mentioned regarding sales generation for small caps.
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Mentioned in relation to debt crisis and PMI data.
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Relationships (1)
Listed as CIO's asset class specialist for UBS with a UBS email address.
Key Quotes (4)
"Prefer mid caps in US, large caps in Europe"Source
HOUSE_OVERSIGHT_025268.jpg
Quote #1
"We believe that medium-sized companies (mid caps) will outperform large caps in the US."Source
HOUSE_OVERSIGHT_025268.jpg
Quote #2
"In Europe, we prefer companies with a large market capitalization (large caps) over ones with a small one (small caps) in the current very challenging economic environment."Source
HOUSE_OVERSIGHT_025268.jpg
Quote #3
"Avoid small caps and favor large caps in Europe"Source
HOUSE_OVERSIGHT_025268.jpg
Quote #4
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