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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
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 Strategic Value Global Strategic Value is a high-conviction, deep-value strategy that invests in a best-ideas portfolio of 40 to 70 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.
International Discovery Equity The International Discovery Equity strategy invests in high-quality, rapidly growing small- and mid-cap companies with underappreciated top-line and earnings growth potential, talented management teams, and distinct competitive advantages. The smaller-cap universe is a rich hunting ground for active managers, since these stocks aren’t as well followed or understood as large-caps, and small-cap markets are less efficient. The strategy seeks to capitalize on these inefficiencies by using in-depth research to uncover attractive investment opportunities and to generate a performance premium through superior stock selection.
International Strategic Core International Strategic Core is an actively managed, benchmark-agnostic equity portfolio designed to provide exposure to international 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.
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 & Mid-Cap (SMID) Value The US Small & Mid-Cap (SMID) Value strategy is a deep-value service that combines rigorous fundamental and quantitative research to identify small- and mid-cap US companies that are priced below their long-term earnings power. The strategy seeks to maximize investment returns on a risk–adjusted basis.