DACH Investment Update

Global Equity Briefing

Fortnightly Global Equity Market and Investment Views

Global Equity Briefing

Global markets are presenting unprecedented challenges for investors. Join us every fortnight for a morning Global Equity Market and Investment briefing with Mark Phelps, or watch the replay below.

AB Concentrated Global Equity

Seeking Consistent Earnings Growth

A concentrated portfolio of high-quality stocks can offer consistent alpha in today’s low-growth world. Mark Phelps and Dev Chakrabarti, fund managers of the AB Concentrated Global Equity Strategy, believe the key is to identify companies that provide opportunities for persistent growth through changing market environments.

The value of investments and the income from them will vary. Your capital is at risk

AB Concentrated Global Equity Portfolio

  • Portfolio Inception Date: 23/12/2013
  • Fund Net Assets (Mil) 1,013.54 as of 28/02/2021
  • Fund Type SICAV

ES AllianceBernstein Concentrated Global Equity Fund

  • Portfolio Inception Date: 09/03/2020
  • Fund Net Assets: £2.80 million as of 31/03/2021
  • Fund Type OEIC

The OEIC fund was launched in March 2020, and is based on the existing AB strategy. The management team applies the same, clear investment philosophy and process—which underpins our distinctive high-conviction approach.

About the Speaker

Mark is Chief Investment Officer of Concentrated Global Growth at AllianceBernstein (AB) and is based in the London office. Prior to joining AB in December 2013, he was president and managing director of Global Investments at W.P. Stewart & Co. From September 2008 to June 2013, Phelps also served as W.P. Stewart’s chief executive officer. He originally joined W.P. Stewart & Co. (Europe) in February 2005 as a global portfolio manager. Prior to that, Phelps held senior positions with the Kleinwort Benson/Dresdner Bank organization in London and San Francisco, most recently serving as CIO for Global Equities at Dresdner RCM in San Francisco. He holds a BA (Hons) in economics from the University of York and completed graduate studies at the Royal Military Academy Sandhurst. Phelps served in the British Army from 1981 to 1984, achieving the rank of Captain.

Past performance does not guarantee future results. The value of an investment can go down as well as up and investors may not get back the full amount they invested.

The ES AllianceBernstein Funds are Sub Funds of ES AllianceBernstein UK OEIC, an open-ended investment company. Equity Trustees Fund Services Ltd is the authorised Corporate Director of the Funds. The Prospectus, Key Investor information Document and Annual reports are available from the, ACD's website, in English.