Joerg Philipsen
About Joerg Philipsen
Joerg Philipsen is a Senior Portfolio Manager specializing in active equity funds, particularly in European Small & Mid Caps and German Equities. He has over 19 years of experience at UBS and has previously held internships in equity portfolio management and equity capital markets.
Work at UBS
Joerg Philipsen has been employed at UBS as a Senior Portfolio Manager in Equities since 2005. With 19 years of experience in this role, he is based in Zurich, Switzerland. His responsibilities include managing active equity funds, focusing on European Small & Mid Caps, German Equities, and Global Infrastructure. Philipsen has played a significant role in managing the UBS (Lux) Equity SICAV and UBS (Lux) Equity Fund.
Education and Expertise
Philipsen studied at the University of Mannheim, where he earned a Master of Business Administration in Business Administration and Finance from 1999 to 2004. His educational background provides a strong foundation for his expertise in equity portfolio management, particularly in sectors such as Global Financials and Global Communications.
Background
Before joining UBS, Joerg Philipsen gained valuable experience through internships in the finance sector. In 2001, he completed a one-month internship in Equity Capital Markets at LBBW in Stuttgart, Baden-Württemberg, Germany. He further developed his skills with a three-month internship in Equity Portfolio Management at Deka Investment in Frankfurt, Hessen, Germany, in 2003.
Specialization in Equity Funds
Philipsen specializes in managing active equity funds, with a particular focus on European Small & Mid Caps, German Equities, and Global Infrastructure. His extensive experience in these areas allows him to effectively navigate the complexities of equity markets and manage diverse portfolios.