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The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. Views are subject to revision over time.
Past performance and historical analysis do not guarantee future results.
Global large-cap companies are based on approximately 1,600 companies in Credit Suisse’s HOLT database with a market capitalization exceeding $10 billion.
*Excluding stock-based compensation expense as a percentage of sales
As of August 17, 2023
Source: Credit Suisse and AllianceBernstein (AB)
The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams. Views are subject to revision over time.
David Dalgas joined AB in 2014 and is Co-Chief Investment Officer of Global Core Equity. He previously served as head of equities and CIO at CPH Capital, which he cofounded in 2011. Prior to that, Dalgas was head of equities at BankInvest, where he was responsible for equity portfolios serving global institutional investors. He previously worked in portfolio management and equity research at LD Invest (now known as Maj Invest), WestLB, Amagerbanken and the Central Bank of Denmark. Dalgas holds a BSc in economics and business administration and an MSc in finance and accounting from the Copenhagen Business School, and is a CFA charterholder. Location: Copenhagen
Klaus Ingemann joined AB in 2014 as Portfolio Manager and Senior Research Analyst and was promoted to Co-Chief Investment Officer of Global Core Equity in 2018. He previously served as an executive member of the investment board at CPH Capital, which he cofounded in 2011. Prior to that, Ingemann was chief portfolio manager and a member of the investment board at BankInvest. He previously worked as a corporate finance advisor for Carnegie Bank, where he mainly advised on cross-border mergers and acquisitions. Before that, Ingemann spent four years in the finance department at Tele Danmark, where he was primarily involved with developing a value-at-risk management system. He holds a BSc in business administration and an MSc in finance and accounting from the Copenhagen Business School, and is a CFA charterholder. Location: Copenhagen
Per la Cour joined AB in 2014 as a Senior Research Analyst for AB Global Core Equity. He previously served as a senior research analyst at CPH Capital, where he oversaw the Global Consumer Equities fund. Prior to that, la Cour was a research analyst and portfolio manager at BankInvest, where he was responsible for investments in the consumer sectors and for the Consumer Equities fund. He previously worked at Skandia and Alm. Brand. Prior to joining the financial industry, la Cour worked for three years as a ship broker. He holds both a BSc and an MSc in finance and accounting from the Copenhagen Business School, and is an active member of The Danish Society of Financial Analysts and CFA Denmark. Location: Copenhagen
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