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The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. Views are subject to revision over time.
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Current analysis and forecasts do not guarantee future results.
As of June 30, 2023
Source: Bloomberg Intelligence, eMarketer, International Data Corporation, Statista, Taiwan Semiconductor Manufacturing Company and AllianceBernstein (AB)
The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. Views are subject to revision over time.
James Tierney Jr. is a Senior Vice President and the Chief Investment Officer of Concentrated US Growth at AB. Prior to joining the firm in 2013, he was CIO at W.P. Stewart & Co. Tierney began his career in 1988 in equity research at J.P. Morgan Investment Management, where he assisted in the analysis of companies in the entertainment, healthcare and finance industries. He left J.P. Morgan in 1990 to pursue an MBA and returned in 1992 as a senior analyst covering a variety of industries, including energy, transportation, media and entertainment. Tierney joined W.P. Stewart in 2000. While there he analyzed companies in the media, consumer staples and financial sectors and managed client portfolios. Tierney holds a BS in finance from Providence College and an MBA from Columbia Business School at Columbia University. Location: New York
Michael Walker is a Senior Vice President and Co-CIO for Concentrated Growth and is responsible for the technology and business services sectors. Before joining AB in 2013, he was a portfolio manager/analyst on the US equity research and portfolio-management team at WPS Advisors. Prior to that, Walker was the technology sector analyst for the large-cap growth fund at Ark Asset Management. He had previously spent nine years as a senior research analyst covering the IT hardware and electronics supply chain sectors, first at Donaldson, Lufkin & Jenrette and then at Credit Suisse First Boston. In 2006, Walker was ranked the top analyst in his sector in the Institutional Investor All-America Research Team survey after having ranked third in 2004 and 2005. He began his career as an IT consultant with Deloitte Consulting. Walker holds a BS (magna cum laude) in Economics from the Wharton School at the University of Pennsylvania. Location: New York
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