Frank Caruso is a senior vice president and chief investment officer of US Growth Equities at Alliance Bermstein a position he has held since 2012. In this capacity he oversees three mandates namely US Large Cap Growth, US Core Opportunities and US Growth & Income. Frank has been team leader of US Growth since 2008 and team leader of US Growth & Income since 2004. From 1995 to 2004, he served as a Growth & Income portfolio manager. Frank joined the firm in 1993 when it acquired Shields Asset Management where he had been director of equities. Previously he was a managing director and senior member of the investment policy committee at Shearson Lehman Advisors as well as CIO for Shearson Lehman Asset Management’s Directions and Capital Management businesses. Frank was also formerly the lead portfolio manager for Shearson’s family of growth and income mutual funds. He holds a BA in business economics from the State University of New York, Oneonta and is a member of the New York Society of Security Analysts and the CFA Institute. He is a CFA charterholder.
New York-based Vincent DuPont joined Alliance Bernstein in 1999 and has been a senior vice president and portfolio manager since 2009. Prior to his current role, DuPont spent 10 years as a fundamental research analyst covering semiconductors and semiconductor capital equipment. He previously researched the Russian economy at the Council on Foreign Relations for a year and worked at the US State Department as an arms control official for six years. DuPont holds a BA in political science from Northwestern University and a PhD in international affairs/Russian studies from Columbia University. He is a CFA charterholder.
New York-based John Fogarty works at Alliance Bernstein as a senior vice president and portfolio manager. In 2012, he was named portfolio manager for US large cap growth portfolios and in 2009 as a portfolio manager for US growth and US growth & income funds. Fogarty began his career at the firm in 1988 working in quantitative research; in 1995 he was a quantitative analyst before taking up the role of portfolio manager in 1997 in the US large cap growth team. He spent nearly three years as a hedge fund manager at Dialectic Capital Management and Vardon Partners before re-joining Alliance Bernstein in 2007 as a fundamental research analyst covering consumer-discretionary stocks in the US. Fogarty holds a BA in history from Columbia University and is a CFA charterholder.
The investment objective of the Portfolio is long-term growth of capital primarily through investment in equity securities of US issuers. The Portfolio seeks to invest predominantly in the equity securities (common stocks, securities convertible into common stocks and rights and warrants to subscribe for or purchase common stocks) of a limited number of large, carefully selected, high-quality US companies that, in the judgment of the Investment Manager, are likely to achieve superior earnings growth.
Rank 42/889 Total Return
Rank 689/889 Standard Deviation
Rank 473/889 Max Drawdown
|41||RBC Private U.S. Growth Equity Pool Sr O||USD||
|42||AB FCP I-American Growth Portfolio I USD||USD||
|42||Allianz US Large Cap Growth - A - EUR||USD||
|44||UBS US Growth Acc A||USD||
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|687||JPM America Equity A Net Acc||USD||
|689||Stryx America USD I||USD||
|689||AB FCP I-American Growth Portfolio I USD||USD||
|691||Fidelity Advisor World Equity Growth A-Dis||USD||
|691||BGF US Growth A2RF USD||USD||
|691||Morgan Stanley US Advantage A USD||USD||
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Month by Month Performance
Returns Vs Risk
- Hong Kong
- Launch date02/01/1997
- Share Class size46Mn
- Base currencyUSD
- Min. initial investment1Mn
- Min. regular additional investment0
- Annual management0.70%