Overview

Actively managed U.S. small and mid cap equity strategy that invests in out-of-favor companies with attractive long-term earnings prospects

About this Strategy

  • Seeks to identify high quality small and mid-cap companies at attractive valuations  
  • Dedicated team uses discerning approach to identify companies with strong fundamentals and compelling company and/or industry-level investment catalysts  
  • Seeks out opportunities for fundamental stock selection in the smaller cap market with fewer industry analysts 
  • Seeks to deliver outperformance over a full market cycle

Investment Approach

  • Primarily U.S. small- and mid-cap stocks 

Meet the Team

“

Our philosophy is characterized by a long-term laser focus on differentiated insights driven by a true collaboration of investment personnel across asset classes.

Erik Turenchalk, CFA—Portfolio Manager-US Small and Mid Cap Value Equities

 
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Literature

Additional Information

Understanding Sales Charges and Expenses 
Statement of Policies and Procedures for Proxy Voting 

Risks To Consider

  • Capitalization Size Risk (Small/Mid): Small- and mid-cap stocks are often more volatile than large-cap stocks?smaller companies generally face higher risks due to their limited product lines, markets and financial resources.

  • Derivatives Risk: Derivatives may be more sensitive to changes in market conditions and may amplify risks.

  • Foreign (Non-U.S.) Investment Risk: Investments in securities of non-U.S. issuers may involve more risk than those of U.S. issuers. These securities may fluctuate more widely in price and may be more difficult to trade than domestic securities due to adverse market, economic, political, regulatory, or other factors.

  • Market Risk: The market values of the portfolio’s holdings rise and fall from day to day, so investments may lose value. 

  • Past performance does not guarantee future results. There is no assurance that a separately managed account will achieve its investment objective.

    Separately managed accounts are subject to market risk, the market values of securities owned will fluctuate so that your investment, when redeemed, may be worth more or less than its original cost.

    AllianceBernstein Investments, Inc. (ABI) is the distributor of the AB family of mutual funds. ABI is a member of FINRA and is an affiliate of AllianceBernstein L.P., the manager of the funds. 

    AB mutual funds may be offered only to persons in the United States and by way of a prospectus. This website should not be considered a solicitation or offering of any investment products or services to investors residing outside of the United States.

    Investment Products Offered:

    Are Not FDIC Insured | May Lose Value | Are Not Bank Guaranteed

    The [A/B] logo is a registered service mark of AllianceBernstein and AllianceBernstein® is a registered service mark used by permission of the owner, AllianceBernstein L.P..