John H. Fogarty, CFA
30 Years at AB|32 Years of Experience
John H. Fogarty is a Senior Vice President and Co-Chief Investment Officer for US Growth Equities. He rejoined the firm in 2006 as a fundamental research analyst covering consumer-discretionary stocks in the US, having previously spent nearly three years as a hedge fund manager at Dialectic Capital Management and Vardon Partners. Fogarty began his career at AB in 1988, performing quantitative research, and joined the US Large Cap Growth team as a generalist and quantitative analyst in 1995. He became a portfolio manager in 1997. Fogarty holds a BA in history from Columbia University and is a CFA charterholder. Location: New York
Published Work
Technology stocks have been the poster child for growth in recent years. Other sectors deserve a closer look today.
Tax cuts alone can’t save a weak business, but high-quality companies can put a tax-break windfall to good use for investors.
Policy changes could reshape return potential for companies across the US market. Here’s how investors can start thinking about the challenges ahead.
What should equity investors look for to find companies with strong economic profits, backed by clear business advantages?
Three of our US equity portfolio managers discuss market conditions in 2023 and provide perspectives on positioning for the challenges ahead.
Investors in US growth stocks can find a broader array of recovery candidates with resilient businesses and solid profitability.
Growth stocks are under acute pressure. But companies that can deliver sustainable growth in a sluggish economy will ultimately be prized for their potential.
In today's rapidly changing market conditions, identifying companies with the right characteristics is a strategic necessity.
As an unprecedented number of US companies suspend earnings guidance, equity investors should rethink the overly precise game of predicting short-term estimates.
Technology unicorns are in the spotlight, with Uber's high-profile IPO expected this week. As scrutiny of their business models intensifies, we think investors should also ask tough questions about publicly-traded companies with high sales growth but scant cash flows.
US corporate debt has surged over the past decade. As rates begin to rise from historic lows, focusing on quality companies with healthy balance sheets can help equity investors avoid danger zones.