Focused on Profitable Growth

AB American Growth Portfolio

US equity market returns have been extremely concentrated in 2023. The so-called Magnificent Seven stocks, have dominated market returns while many other companies have been left behind. Historically, these extreme levels of concentration have not been sustainable.

As inflation and economic growth normalize, investors will have to be more discerning in their search of growth. Over the long-term, we believe companies with high-quality businesses and durable growth prospects will be rewarded.

The AB American Growth Portfolio takes a differentiated approach to large-cap growth investing, aiming to identify exceptional businesses that exhibit two key characteristics: high and improving levels of profitability, and ample opportunity for reinvestment. Businesses that exhibit these characteristics can unlock the power of compounding, delivering persistent, profitable growth, and support more consistent risk-adjusted returns over time.

Why AB American Growth Portfolio?

Profitable Growth Potential

Our investment philosophy focuses on 40-60 carefully selected US companies chosen for their high and persistent profitability, and attractive reinvestment runway, which support help to support durable growth regardless of the macroeconomic backdrop.

Disciplined Research

Extensive, bottom-up fundamental research helps us identify companies with sound business plans, strong financial metrics and proven execution.

Striving to Take Intelligent Risk

Disciplined risk management helps us focus on delivering a smoother pattern of performance, and improved risk-adjusted outcomes over time.

The value of an investment may fall as well as rise and an investor may not get back the full amount invested. Capital at risk.

There is no guarantee that the fund will achieve its investment objectives.

Fund risks: Equities Securities Risk, Derivatives Risk, Focused Portfolio Risk, OTC Derivatives Counterparty Risk and Portfolio Turnover Risk. These and other risks are described in the Fund’s Prospectus and Key Investor Information Document (KIID).

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How to Gauge a Good Growth Company

Everyone's trying to figure out what happens with the economy. But what you really want to do at the end of the day is buy good businesses. Vinay Thapar explains why.

Meet Our Team

Co-CIOs John Fogarty and Vinay Thapar, along with Frank Caruso (CIO) lead the team of dedicated analysts. Our team benefits from a wide depth and breadth of experience.

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The AB American Growth Portfolio is a sub-fund of AB SICAV I, an open-ended investment company with variable capital (société d’investissement à capital variable) incorporated under the laws of the Grand Duchy of Luxembourg.

The sale of AB funds may be restricted or subject to adverse tax consequences in certain jurisdictions. This information is directed solely at persons in jurisdictions where the funds and relevant share class are registered or at those who may otherwise lawfully receive it. Before investing, investors should review the Fund’s full Prospectus, together with the Fund’s KIID or KID and the most recent financial statements. Copies of these documents, including the latest annual report and, if issued thereafter, the latest semiannual report, may be obtained free of charge from AllianceBernstein (Luxembourg) S.à r.l. by visiting www.alliancebernstein.com or www.eifs.lu/alliancebernstein.com, or in printed form by contacting the local distributor in the jurisdictions in which the funds are authorised for distribution.

This is a marketing communication. This information is provided by AllianceBernstein Limited, 60 London Wall, London, EC2M 5SJ. Registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA - Reference Number 147956). It is provided for informational purposes only and does not constitute investment advice or an invitation to purchase any security or other investment. The views and opinions expressed are based on our internal forecasts and should not be relied upon as an indication of future market performance. The value of investments in any of the Funds can go down as well as up and investors may not get back the full amount invested. Past performance does not guarantee future results. This information is directed at Professional Clients only and is not intended for public use.