David Dalgas, CFA

David Dalgas, CFA

Co-Chief Investment Officer—Global Core Equity

6 Years at AB
27 Years of experience

David Dalgas joined AB in 2014 and is Co-Chief Investment Officer of Global Core Equity. He previously served as head of equities and CIO at CPH Capital, which he cofounded in 2011. Prior to that, Dalgas was head of equities at BankInvest, where he was responsible for equity portfolios serving global institutional investors. He previously worked in portfolio management and equity research at LD Invest (now known as Maj Invest), WestLB, Amagerbanken and the Central Bank of Denmark. Dalgas holds a BSc in economics and business administration and an MSc in finance and accounting from the Copenhagen Business School, and is a CFA charterholder. Location: Copenhagen

Steering Equity Portfolios Through Stormy Style Seas
Into the Unknown: Positioning Portfolios for an Unpredictable World
FANG Stocks Expose Blind Spots in Risk Models
Finding Consistency in Erratic Equity Markets
Swinging Factors Shake Core Performance
Playing It Safe or Playing with Fire?
Fundamentals over Factors in Equity Investing
Exploring the Core of a Company’s Business
Counting on Cash in Cloudy Equity Markets

Counting on Cash in Cloudy Equity Markets

by David Dalgas

Equity markets are digesting mixed signals in early 2015, from the divergence of monetary policies, shifting economic growth patterns and currency volatility. Instead of worrying about deciphering these trends, we think investors should focus on individual company cash flows in order to identify companies with strong long-term return potential.


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