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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
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.

52 Portfolio Managers

86 Research Analysis

15 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
$102B Total AUM
Active Equities*
$24B Global &
International
$49B US
$5B Regional
Non-US
$9B Emerging
Markets
$15B Small & Mid-cap

As of June 30, 2015
*Excludes $10 billion of active equity assets that are part of Multi-Asset Strategies

FEATURED SERVICES DESCRIPTION
Concentrated Global Growth Concentrated Global Growth is a concentrated, high-conviction global equity strategy managed with a philosophy that long-term, consistent earnings growth drives long-term investment returns. The investment team incorporates multiple differentiating factors, including a quality bias, a five-year perspective, a valuation overlay, in-depth research and a team approach.
Concentrated US Growth Concentrated US Growth is a concentrated, high-conviction US equity strategy managed with a philosophy that long-term, consistent earnings growth drives long-term investment returns. The investment team incorporates multiple differentiating factors, including a quality bias, a five-year perspective, a valuation overlay, in-depth research and a 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 investment team leverages both fundamental and quantitative research to construct a portfolio with balanced exposure to quality, stability and reasonable price.
Emerging Markets Growth Emerging Markets Growth is a best-ideas, unconstrained portfolio that seeks to deliver strong upside capture while limiting downside participation. The strategy follows a research-driven approach with a 3 to 5 year investment horizon and seeks to own high-quality businesses that are well positioned to grow regardless of the economic environment.
Global Core Equity The Global Core Equity strategy uses proprietary fundamental research to build a high-conviction portfolio with a high active share and low turnover. The service seeks to deliver consistent outperformance through superior stock selection, while minimizing unintended factor-risk exposures.
Global Strategic Value Global Strategic Value is a high-conviction, deep-value strategy that invests in a best-ideas portfolio of companies located around the world. The strategy uses both fundamental and quantitative research to capitalize on short-term inefficiencies and overreactions that cause stocks to become mispriced relative to their long-term, normalized earnings power.
International Discovery Equity The International Discovery Equity strategy invests in high-quality, rapidly growing small- and mid-cap companies in both developed and emerging markets outside the United States. The investment team looks for companies with underappreciated revenue and earnings growth potential, talented management teams, and distinct competitive advantages.
International Strategic Core International Strategic Core is an all-weather, benchmark-agnostic, best-ideas equity portfolio designed to provide exposure to international equity markets while limiting volatility, emphasizing downside protection, and keeping pace in rising markets to deliver long-term outperformance. The investment team leverages both fundamental and quantitative research to construct a portfolio with balanced exposure to quality, stability and reasonable price.
US Small & Mid-Cap (SMID) Value The US Small & Mid-Cap (SMID) Value strategy is a high-conviction, deep-value strategy that invests in a best-ideas portfolio of small and mid-capitalization US companies. The strategy uses both fundamental and quantitative research to capitalize on short-term inefficiencies and overreactions that cause stocks to become mispriced relative to their long-term, normalized earnings power.