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Frank Caruso

Frank Caruso

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

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.

Are you Frank Caruso?

Citywire Rating: + rated


  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NRated Plus in Nov 2014
  • DRated Plus in Dec 2014


  • JRated Plus in Jan 2015
  • FRated Plus in Feb 2015
  • MRated Plus in Mar 2015
  • ARated Plus in Apr 2015
  • MRated Plus in May 2015
  • JRated Plus in Jun 2015
  • JRated Plus in Jul 2015
  • ARated Plus in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NRated A in Nov 2015
  • DRated Plus in Dec 2015


  • JRated A in Jan 2016
  • FRated A in Feb 2016
  • MRated A in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016
  • JRated A in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016


  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MRated Plus in Mar 2017
  • ARated Plus in Apr 2017
  • MRated A in May 2017
  • JRated Plus in Jun 2017
  • JRated A in Jul 2017
  • ARated Plus in Aug 2017
  • SRated A in Sep 2017
  • ORated A in Oct 2017
  • NRated Plus in Nov 2017
  • DRated A in Dec 2017


  • JRated Plus in Jan 2018
  • FRated Plus in Feb 2018
  • MRated Plus in Mar 2018
  • ARated Plus in Apr 2018


Equity - US
over : 31/03/2017 - 31/03/2018
Rank 37/616 Equity - US
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%

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%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.