Dev Chakrabarti
11 Years at AB|25 Years of Experience
Dev Chakrabarti is a Senior Vice President and Chief Investment Officer for Concentrated Global Growth. Prior to joining AB in December 2013, he was a portfolio manager/analyst on the global equity research and portfolio-management team at WPS Advisors. Chakrabarti joined W.P. Stewart in 2005 as a member of the European equity research and portfolio-management team and moved to New York in 2008 to focus on global portfolios. Earlier in his career, he worked as an M&A analyst at Merrill Lynch, a financial analyst at Unilever and an equity analyst at J.P. Morgan Securities, where he specialized in European technology stocks. Chakrabarti holds a BSc (Hons) in economics from the University of Bristol and an MSc in finance from London Business School. Location: London
Published Work
How can global equity investors incorporate the impact of tariffs into fundamental analysis of companies?
Earnings haven’t been consistently rewarded in equity markets recently. That could change faster than you think.
Deforestation is a global sustainability challenge, with broad ramifications for businesses and equity investors.
Here’s what we learned in earnings season about how companies are coping with a particularly tricky set of macroeconomic conditions.
Country-specific macroeconomic conditions shouldn’t determine global equity allocations. Look beyond a company’s domicile to find the most promising sources of long-term growth.
In a tougher economic environment, investors in growth stocks must identify companies with the right features to overcome headwinds to earnings.
Technology has been considered a long-term deflationary force in the economy. But things are changing.
The evolving environment reinforces the strategic importance of identifying quality companies with clear advantages for tricky times.
As earnings season winds down, we’re gathering intelligence to identify companies that will have advantages sustaining quality earnings and margins amid rising prices.
A wave of inflation is rolling through the economy. To be successful, companies must have pricing power in their business quiver.
Investors are reassessing which types of companies will thrive in the next stage of the recovery amid the recent rebound of value stocks. But we think the distinguishing performance factor will be a company’s ability to generate sustainable earnings, regardless of its style classification.
In a world of uncertainty, many investors choose to diversify, rather than investing in a concentrated strategy. But this year, a portfolio of just the five largest US stocks would have significantly outperformed. So, is there a way to reduce risk and to capture long-term growth in a concentrated portfolio?
Companies that have their own engines to drive sustainable growth over the next three to five years can provide equity investors with a winning recipe for returns.
Finding high-quality companies is an essential component of many equity strategies. But with revolutionary forces sweeping through key industries, what really defines quality stocks? Investors must think proactively about how to identify quality in a changing world.