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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.

72 Analysts

Fundamental Research

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

Quantitative Research

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

Experience Counts: With an average of 26 years’ experience, our CIOs 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 Porfolio Managers

95 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
$101B Total AUM
Active Equities*
$24B Global &
International
$48B US
$5B Regional
Non-US
$10B Emerging
Markets
$14B Small & Mid-cap

As of December 31, 2014
*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.
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.
Concentrated US Growth Concentrated US 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 Consumer Emerging Consumer is a global, high-conviction, benchmark-agnostic strategy that invests in companies that are poised to benefit from the rapid growth of consumer sectors in emerging markets. Unique on-the-ground, "grassroots field research" is used to derive differentiated insights into spending trends that are unfolding in some of the world’s fastest-growing markets.
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.
Emerging Markets Growth Emerging Markets Growth seeks to generate a performance premium through superior stock selection—a function of research insight and investment action. Using research produced predominantly by our global fundamental research analysts, the investment team seeks to identify companies with growth potential that appears likely to outpace market expectations, usually due to a combination of a unique product or service, high barriers to entry, and a well-defined and executable corporate strategy.
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 Equity Income Global Equity Income seeks to generate current income and capital appreciation through investment in a portfolio of income-producing common stocks. Using the firm’s disciplined value process, the portfolio managers determine whether a company’s stock price reflects its long-term ability to generate earnings and dividend paying capability. The portfolio may invest in non-dividend paying companies with robust cash flows that our research suggests have the capability to return cash to shareholders through stock repurchases or the initiation of dividend payments.
Japan Strategic Value Japan Strategic Value is a high-conviction, deep value service designed to maximise premium with reduced sensitivity to benchmark risk; the service aims to outperform the TOPIX Index by 3% per annum, before fees, over full market cycles, while limiting absolute volatility as far as possible commensurate with these returns.
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.