Register to get unlimited access to all of Citywire’s fund manager database. Registration is free and only takes a minute.

AB FCP I-American Growth Portfolio I USD

Ranked 69 out of 877 in - US over 12 months
All calculations are in USD unless stated

Managed by

Frank Caruso

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.

Vincent DuPont

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.

John Fogarty

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.

Karen Sesin

Objective

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.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

US over : 31/10/2016 - 31/10/2017

Total Return

Quarterly Performance

to 29/09/2017 Annual Q1 Q2 Q3 Q4
2017 9.8% 6.3% 5.2%
2016 2.3% -1.4% -0.9% 6.0% -1.2%
2015 10.5% 6.1% 1.5% -4.7% 7.6%
2014 13.7% -1.0% 5.3% 2.9% 6.1%
2013 36.8% 9.3% 1.3% 10.8% 11.5%
2012 16.6% 17.5% -7.2% 9.3% -2.2%
2011 -1.8% 8.3% -2.7% -16.3% 11.4%
2010 8.7% 2.2% -14.7% 10.0% 13.3%
2009 37.5% -3.8% 13.2% 16.6% 8.3%
2008 -35.3% -13.7% 2.7% -14.8% -14.3%
2007 14.0% 0.7% 5.1% 7.0% 0.8%
2006 -0.3% 0.6% -8.1% 3.0% 4.6%
2005 13.5% -6.5% 5.9% 7.9% 6.2%
2004 7.9% 0.9% 2.1% -4.9% 10.1%
2003 22.7% -1.1% 10.3% 3.9% 8.2%
2002 -30.5% -5.5% -17.1% -13.6% 2.7%
2001 -18.4% -16.5% 7.9% -18.7% 11.4%
2000 -16.1% 7.2% -2.8% -6.3% -14.1%
1999 31.4% 10.9% 3.2% -4.3% 19.9%
1998 50.2% 20.2% 7.9% -11.4% 30.7%
1997 17.1% 12.7% -3.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Bahrain
  3. Chile
  4. Finland
  5. France
  6. Germany
  7. Hong Kong
  8. Iceland
  9. Italy
  10. Luxembourg
  11. Netherlands
  12. Norway
  13. Peru
  14. Singapore
  15. Spain
  16. Sweden
  17. Switzerland
  18. Taiwan

Fund Info

  • Launch date02/01/1997
  • Share Class size46Mn
  • Base currencyUSD
  • ISIN LU0079475348

Purchase Info

  • Min. initial investment1Mn
  • Min. regular additional investment0

Charges

  • Annual management0.70%

Related News

Scotiabank Perú potencia oferta internacional con cuatro fondos

Los fondos invertirán en vehículos de gestoras internacionales.

The PMs behind XXI Banorte's $700m US equities mandate revealed

Three star managers will run US equities strategies for Mexico's largest pension fund.

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).