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Equities

AllianceBernstein Equities provides a comprehensive suite of actively and passively managed strategies across geographies, capitalization ranges and investment styles. We aim to deliver the highest returns for a desired level of risk, and we offer customized investment solutions to help our clients meet their specific objectives.

  • Investment Strategies Meeting varying risk & return objectives
  • Research Expertise Longstanding commitment to fundamental and quantitative analysis
  • Global Capabilities A research-driven approach that's both disciplined and nimble
  • Investment Leadership

An information advantage. Our analysts question conventional wisdom, simplify the complex and knit together disparate findings to generate differentiated perspectives, while taking a dispassionate and disciplined approach in order to stay the course in complex and often volatile markets.

69 Analysts

Fundamental Research

  • Cover nearly 4,500 companies around the world
  • Analyze sector and industry trends
  • Forecast company cash flows and earnings
15 Analysts

Quantitative Research

  • Forecast returns for securities and currencies
  • Develop risk models
  • Build optimization tools

A truly global platform. An integrated platform worldwide, united by a steadfast commitment to help clients manage risk and generate returns.

45 Porfolio Managers

84 Research Analysis

13 Traders

  • Clear, consistent investment disciplines underpin all strategies.
  • One of the first asset managers to establish a global research footprint.
  • Capabilities span country, regional, international and global portfolios across the capitalization spectrum.
  • Local research complements global perspective.
  • Collaboration across asset classes broadens perspective.

Sharon Fay
Head of Equities and CIO—Global Value

Bruce Aronow
Team Leader—US Small & SMID Growth

Frank Caruso
Team Leader—US Growth

Henry D’Auria
CIO—Emerging Markets Value

Kurt Feuerman
CIO—Select US Equities

Avi Lavi
Global Head of Value Research

James MacGregor
CIO—US Small & Mid-Cap Value

Katsuaki Ogata
CIO—Japan Value

Gerry Paul
CIO—US Value

Mark Phelps
Head of Concentrated Global Growth

Stuart Rae
CIO—Pacific Basin Equities

Dan Roarty
Team Leader—Global Growth & Thematic Investing

Laurent Saltiel
CIO—International & Emerging Markets Growth

Karen Sesin
Head of Blend Strategies

Kevin Simms
CIO—International Value

James Tierney
Head of Concentrated US Growth

$92B Total AUM
Active Equities
$23B Global/
International
$42B US
$5B Regional
Non-US
$10B Emerging
$12B Small & Midcap

As of September 30, 2013

FEATURED SERVICES DESCRIPTION
Asia Ex-Japan Value Asia Ex-Japan Value is a deep-value service that seeks to capture mis-valuations through an investment process that integrates fundamental and quantitative research to determine expected returns, in an effort to generate a performance premium. Based on our intensive research, we select approximately 70-90 stocks in the Asia ex-Japan region that are trading at a discount to their long-term earnings-power potential.
China Opportunities China Opportunities seeks to generate a premium through research-driven stock selection. The investment team uses our regionally based analysts research and ratings to build portfolios of 45 to 60 companies expected to outpace consensus earnings growth, usually due to excellent management and a distinct competitive advantage, at attractive valuations.
Emerging Markets Core Emerging Markets Core seeks to achieve balanced exposure across quality, stability and reasonable price. Benchmark insensitive, high active share. Integrated quantitative and fundamental research. Premium driven by stock selection.
Global Low Volatility Global Low Volatility seeks to achieve long-term capital growth. In seeking to achieve the Portfolio's objective, the Investment Manager identifies equity securities that it believes have fundamentally lower volatility and less downside risks in the future. The Investment Manager uses its proprietary risk and return models as well as its judgment and experience in managing investment portfolios to construct a portfolio that seeks to minimize volatility while maximizing quality exposure. The Portfolio will predominantly invest in equity securities of companies in developed markets; however, the Portfolio is not restricted from purchasing equity securities in any country, including emerging markets.
Select US Equity Long Only The Select US Equity strategy invests primarily in large- and mid-cap US stocks in an effort to deliver superior returns through market cycles while maximizing risk-adjusted returns relative to the broad US equity market. Bottom-up analysis and macro insights are used to identify opportunities, which may also include some non-US and small-cap stocks. The strategy is unconstrained by market cap, style and sector, and is flexibly adapted to changing market conditions. The team focuses on companies with understandable businesses, solid long-term growth potential and high barriers to entry.
US Small/Smid Growth US SMID Cap Growth seeks to generate its premium through superior stock selection—a function of research insight and investment action. The US SMID Cap Growth Investment Team employs a highly disciplined stock selection process that marries in-depth fundamental research conducted by our four dedicated portfolio manager/analysts with quantitative analysis to identify high-quality, rapidly growing companies with earnings growth potential that appears likely to outpace market expectations.