UBS Newsletter

BNY Mellon Small/Mid Cap Growth Strategy SMA Announcement

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SEPARATELY MANAGED ACCOUNT

BNYM MELLON SMALL MID CAP GROWTH

MUTUAL FUND

BNY MELLON SMALL/MID CAP GROWTH FUND (SDSCX - CLASS I)

What’s New

We are pleased to announce the availability of the BNY Mellon Small/Mid Cap Growth Strategy, which is now available in a Separately Managed Account (“SMA”) strategy at UBS.

This strategy is designed for advisors looking to add growth duration to their clients’ portfolios. This strategy seeks out companies believed likely to grow over the next several years, rather than two or three quarters.

Mellon’s* thematic approach helps to identify economic and demographic tailwinds driving faster growth for industries and companies across the economic landscape.

*Mellon Investments Corporation

The strategy focuses on stock selection that relies on the accurate identification of a company’s long-term sustainable growth, which we believe is critical to long-term price appreciation. The strategy primarily invests in equity securities of small-cap and mid-cap U.S. companies.

John R. Porter III leads the strategy management team, which also includes Todd W. Wakefield, CFA and Robert C. Zeuthen, CFA. The team is supported by seasoned investment professionals dedicated to small-cap and mid-cap investing.

 

 

In this environment, we believe your clients may benefit from investing in companies that we believe are likely to sustain their growth potential. BNYM Mellon Small/Mid Cap Growth SMA and BNY Mellon Small/Mid Cap Growth Fund seek out companies our investment professionals believe are likely to grow over the next several years, rather than two or three quarters.

Leveraging themes to identify opportunities for growth duration has been part of our investment process for over 15 years, and remains a priority during volatile times. Read our white paper, 8 Investment Themes for Global Growth.

Learn more about the product here.

Click here for stats on BNYM Mellon Small/Mid Cap Growth Strategy.

FOR USE WITH FINANCIAL PROFESSIONALS ONLY. NOT FOR USE WITH THE GENERAL PUBLIC.

All investments involve some level of risk, including loss of principal. Certain investments have specific or unique risks.

Recent market risks include pandemic risks related to COVID-19. The effects of COVID-19 have contributed to increased volatility in global markets and will likely affect certain countries, companies, industries and market sectors more dramatically than others. To the extent the fund may overweight its investments in certain countries, companies, industries or market sectors, such positions will increase the fund's exposure to risk of loss from adverse developments affecting those countries, companies, industries or sectors.

BNY Mellon Investment Management is one of the world’s leading investment management organizations and one of the top U.S. wealth managers, encompassing BNY Mellon’s affiliated investment management firms, wealth management organization and global distribution companies. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may also be used as a generic term to reference the Corporation as a whole or its various subsidiaries generally. BNY Mellon Securities Corporation ("BNYMSC") is the investment manager of record with respect to the strategy described in this presentation; Mellon Investments Corporation ("Mellon") provides certain investment advisory services to BNYMSC in connection with that strategy. BNYMSC and Mellon are affiliated registered investment advisers and BNY Mellon Investment Management companies.

This is a promotional message from BNY Mellon Investment Management North American Distribution. We look forward to communicating with you via email. If you would like to be excluded from promotional emails from BNY Mellon Investment Management North American Distribution, please click on the Unsubscribe link below. To ensure your questions are addressed, please do not reply to this email but instead use the Contact Us link.

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© 2020 BNY Mellon Securities Corporation

MARK-124476-2020-06-12