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Strategy

Seeks long-term growth of capital by: 

  • Investing in a concentrated portfolio of US growth companies with strong fundamentals that are trading at attractive valuations 

  • Emphasizing businesses with a strong track record and sustainable growth trajectories to reduce volatility 

  • Employing rigorous bottom-up research to selectively invest in high-conviction ideas while managing risk 

Note: This page is not intended to offer or to promote the offer or sale of the W.P. Stewart Holdings Fund securities in the United States or to US Persons.

Portfolio Management Team

Investment Risks to Consider

These and other risks are described in the Fund’s prospectus

Investment returns and principal value of the Fund will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than their original cost. Some of the principal risks of investing in the Fund include:

  • Borrowing risk
  • Country risk
  • Credit risk
  • Currency risk
  • Derivatives risk
  • Equity securities risk
  • Focused portfolio risk
  • Illiquid assets risk
  • Management risk
  • Portfolio turnover risk
  • Taxation risk
  • Valuation risk

Fund Literature

AllianceBernstein provides its investment management services in Canada through its affiliates Sanford C. Bernstein & Co. LLC and AllianceBernstein Canada, Inc. Shares of the AllianceBernstein Luxembourg funds described herein are not registered in Canada for public sale to Canadian resident investors. 

© AllianceBernstein L.P.