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Equities

AB Equities offers a range of actively managed strategies to advance the long-term success of our clients. Our investment teams share the common belief that applying differentiated insights to build high conviction portfolios leads to superior investment results.

  • Investment Strategies For varying risk & return objectives
  • Differentiated Research It all starts with research
  • High Conviction Rooted in our history and experience
  • Global Capabilities Covering world markets from all angles

An information advantage. Our analysts dig deep to form differentiated research insights that drive stock selection. A culture of collaboration helps drive more effective investment decisions.

78 Analysts

Fundamental Research

  • Question conventional wisdom
  • Simplify the complex
  • Uncover and connect disparate findings
  • Consistently reassess investment thesis
14 Analysts

Quantitative Research

  • Forecast returns for securities and currencies
  • Develop risk models
  • Build optimization tools

Experience Counts: With an average of 24 years’ experience, our portfolio managers have been through many market cycles. Each one is an innovative individual thinker with a collaborative mindset and the sound judgment required to help our clients succeed.

A truly global platform. A focus on world market trends combined with local perspective informs research and investment insights across global, international and regional services.

51 Portfolio Managers

92 Research Analysis

11 Traders

  • One of the first asset managers to establish a worldwide research footprint
  • Global industry expertise helps support better investment decisions
  • Analysts and portfolio managers share information across regions and industries
  • Investment capabilities span geographies and the risk and return spectrum
$103B Total AUM
Active Equities*
$24B Global &
International
$49B US
$5B Regional
Non-US
$10B Emerging
Markets
$15B Small & Mid-cap

As of March 31, 2015
*Excludes $10 billion of active equity assets that are part of Multi-Asset Strategies

FEATURED SERVICES DESCRIPTION
Asia Ex-Japan Value Asia Ex-Japan Value is a deep-value service that seeks to capture mis-valuations through an investment process that integrates fundamental and quantitative research to determine expected returns, in an effort to generate a performance premium. Based on our intensive research, we select approximately 70-90 stocks in the Asia ex-Japan region that are trading at a discount to their long-term earnings-power potential.
Asia Pacific Equity Income The Asia Pacific Equity Income strategy is a portfolio of 50 -70 stocks with sustainable high dividends, and good quality at attractive valuations. By integrating proprietary quantitative and fundamental research, the portfolio seeks a premium above its benchmark while protecting on the downside in times of market stress, and delivering lower portfolio volatility than the market.
China Opportunities China Opportunities seeks to generate a premium through research-driven stock selection, by investing in companies located in or impacted by economic developments in China. The strategy seeks to capitalize on opportunities in the consumer sector, opportunities from China's ambitious reform policy, and contrarian opportunities arising from the volatile nature of the Chinese markets.
Concentrated Global Growth Concentrated Global Growth Equity is a concentrated, high-conviction strategy that relies on superior stock selection driven by proprietary fundamental research. Our approach is based on the investment philosophy that long-term, consistent earnings growth drives long-term investment returns. We incorporate multiple differentiating factors, including a quality bias, five-year perspective, valuation overlay, in-depth research and team approach.
Emerging Markets Strategic Core Emerging Markets Strategic Core is an all-weather, benchmark-agnostic, best-ideas equity portfolio designed to provide exposure to emerging markets while limiting volatility, emphasizing downside protection, and keeping pace in rising markets to deliver long-term outperformance. The strategy seeks to achieve balanced exposure to quality, stability and reasonable price. The investment team follows an integrated approach that combines both fundamental and quantitative research to identify attractive investment opportunities.
Global Core Equity The Global Core Equity strategy uses proprietary fundamental research to build a high-conviction portfolio of 50-80 companies with a high active share and low turnover. The service seeks to generate a premium through superior stock selection, and seeks to minimize unintended factor-risk exposures through portfolio construction to leave stock selection as the driver of returns, leading to consistent results over time.
Global Value Global Value is a deep-value strategy that invests in 100 to 140 stocks of companies located around the world. Macroeconomic, industry or company-specific concerns often cause investors to react emotionally and overlook underlying company fundamentals, causing securities to become mispriced. Our investment strategy seeks to capitalize on these short-term market inefficiencies created by enduring patterns of human behavior. The investment team employs a highly disciplined stock-selection process that marries in-depth fundamental research with quantitative analysis to identify companies that are undervalued relative to their long-term earnings power and that offer compelling return potential.
Select US Equity The Select US Equity strategy invests primarily in large- and mid-cap US stocks in an effort to deliver superior returns through market cycles while maximizing risk-adjusted returns relative to the broad US equity market. Bottom-up analysis and macro insights are used to identify opportunities, which may also include some non-US and small-cap stocks. The strategy is unconstrained by market cap, style and sector, and is flexibly adapted to changing market conditions. The team focuses on companies with understandable businesses, solid long-term growth potential and high barriers to entry.
US Small/Smid Growth US SMID Cap Growth seeks to generate its premium through superior stock selection—a function of research insight and investment action. The US SMID Cap Growth Investment Team employs a highly disciplined stock selection process that marries in-depth fundamental research conducted by our four dedicated portfolio manager/analysts with quantitative analysis to identify high-quality, rapidly growing companies with earnings growth potential that appears likely to outpace market expectations.