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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.
Concentrated Global Growth The Concentrated Global Growth strategy uses proprietary fundamental research on companies around the world to drive superior stock selection. It aims to identify 25 to 35 great businesses in global markets that appear to offer the best long-term growth potential and are trading at attractive prices. The concentrated approach seeks to deliver strong performance over time.
Concentrated US Growth The Concentrated US Growth strategy relies on superior stock selection driven by the firm’s proprietary fundamental research. Our research helps us to identify great US businesses that appear to offer the best long-term growth potential and are trading at attractive prices. The strategy focuses on 15 to 20 stocks with these attributes in an effort to deliver strong performance over time.
Emerging Consumer The Emerging Consumer strategy focuses on stocks of companies that are poised to benefit from the rapid growth of consumer sectors in emerging markets. Grassroots field research is used to derive differentiated insight into spending trends that are unfolding in some of the world’s fastest-growing markets.
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.
Emerging Markets Growth The Emerging Markets Growth strategy invests in emerging-market companies whose growth potential appears likely to outpace market expectations, often due to a combination of a unique product or service offering, high barriers to entry and management’s ability to execute its corporate strategies. The service seeks to generate a premium through superior stock selection—a function of research insight and investment action.
Global Equity Income Equity Income seeks to generate current income and capital appreciation through investment in a portfolio of income-producing common stocks. Using the firm’s disciplined value process, the portfolio managers determine whether a company’s stock price reflects its long-term ability to generate earnings and dividend paying capability. The portfolio may invest in non-dividend paying companies with robust cash flows that our research suggests have the capability to return cash to shareholders through stock repurchases or the initiation of dividend payments.
Japan Strategic Value Japan Strategic Value is a deep value service designed to maximise premium with reduced sensitivity to benchmark risk; the service aims to outperform the TOPIX Index by 3% per annum, before fees, over full market cycles, while limiting absolute volatility as far as possible commensurate with these returns.
Next 50 - Emerging Markets Next 50 - Emerging Markets invests in smaller emerging markets countries, dubbed the "Next 50", beyond the largest EM countries that have received the bulk of investment flows to date.
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.