Michael Walker
11 Years at AB|27 Years of Experience
Michael Walker is a Portfolio Manager/Senior Research Analyst for Concentrated Growth. Prior to joining AB in December 2013, he was a portfolio manager/analyst on the US equity research and portfolio-management team at WPS Advisors. Prior to that, Walker was the technology sector analyst for the large-cap growth fund at Ark Asset Management. He had previously spent nine years as a senior research analyst covering the IT hardware and electronics supply chain sectors, first at Donaldson, Lufkin and Jenrette and then at Credit Suisse First Boston. In 2006, Walker was ranked the top analyst in his sector in the Institutional Investor All-America Research Team survey, after having ranked third in 2004 and 2005. He began his career as an IT consultant with Deloitte Consulting. Walker holds a BS in economics (magna cum laude) from the Wharton School at the University of Pennsylvania. Location: New York
Published Work
As the AI halo begins to fade, equity investors are seeking companies that can profit from—and not just pontificate about—artificial intelligence.
Equity investors should look beyond the hype for companies with clear strategies to profitably monetize the benefits of generative AI.
The recent divergence of the largest US technology and new media stocks reminds us why fundamentals should always trump fads for long-term equity investors.
Technology has been considered a long-term deflationary force in the economy. But things are changing.
After a series of disappointing initial public offerings (IPOs), private and public equity investors are becoming more discerning about earnings. And for good reason. Profitable companies outperform by a wide margin over time, even among high-growth companies, which often post losses early in their lifecycles.