AB Concentrated Global Equity Portfolio

Quality over Quantity

Concentrated portfolios can offer consistent alpha in today’s low growth world. But how can a small number of stocks deliver strong excess and risk-adjusted returns with consistency? The key is to identify companies that can deliver persistent growth through changing markets.

The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk.

What the Fund Offers

The AB Concentrated Global Equity Portfolio aims to deliver attractive long-term capital growth by investing in a small number of high-quality companies around the world.

Attractive Growth Potential

Actively managed, concentrated global portfolio of around 30 high-calibre, growth stocks
High-conviction stock selection driven by AB’s experienced team with focused, in-depth research

Quality Over Quantity

Selectively invests in high-quality companies with consistent revenue and stable earnings growth potential
Intensive, bottom-up fundamental research to identify businesses growing in excess of 10% p.a.

Consistent Alpha

Powered by companies with the potential to innovate and grow faster than the market over three to five years
Risk-aware approach focusing on businesses with sustainable growth trajectories to reduce earnings volatility

View Performance & Fund Information

The value of an investment can go down as well as up and investors may not get back the full amount they invested. Capital is at risk.

Equity Investing wehn Turbocharged Growth is Gone

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How it Works

We believe that long-term, consistent earnings growth drives long-term investment returns.

Identifying Quality

We search for a select group of high-quality companies with forward earnings growth potential of at least 10% per annum over five years. Companies with these characteristics are more likely to outperform the market. Our in-depth research targets superior businesses with consistent earnings streams.

Evaluating the Strongest Candidates

Then we create a shortlist of the most attractive stocks. Companies must have strong management, dominant franchises and businesses that can sustain growth through both good and challenging economic times. Strong balance sheets and low regulatory risk are also essential features.

Investing in the Most Compelling Companies

For the final cut, we develop five-year projections and subject each company to a team debate about the right price to pay. Those with the highest expected return and attractive valuations merit a high-conviction position among the portfolio’s 25 to 35 stocks, which span diverse industries and countries.

The ESG Edge to Concentrated Equity Investing

Before choosing a responsible investing approach, investors often ask: will an ESG focus undermine returns? Instead we prefer to turn the question on its head and to ask whether there is a high-return investing approach that can help foster a portfolio with strong ESG characteristics.

Portfolio Management Team

This is a marketing communication. This information is provided by AllianceBernstein (Luxembourg) S.à r.l. Société à responsabilité limitée, R.C.S. Luxembourg B 34 305, 2-4, rue Eugène Ruppert, L-2453 Luxembourg. Authorised in Luxembourg and regulated by the Commission de Surveillance du Secteur Financier (CSSF). 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.