This Fund Manager Rating is based on the Citywire Long Only ratings methodology
Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated
Frank Caruso
About 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.
Funds Managed
Citywire Rating: + rated
Performance
| Manager | Return | ||
|---|---|---|---|
| 36 | Mammen Chally | 22.7% | |
| 37 |  |
Frank Caruso |
21.8% |
| 37 | Karen Sesin | 21.8% | |
| 37 | John Fogarty | 21.8% | |
| 37 | Vincent DuPont | 21.8% | |
| View full league table | |||
Total Return
Month by Month Performance
Quarterly Performance
| to 31/03/2018 | Annual | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|---|
| 2018 | 2.0% | ||||
| 2017 | 31.3% | 9.8% | 6.3% | 5.2% | 6.9% |
| 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 | 1.3% | 10.8% | 11.5% |
