When Less is More

AB Concentrated US Equity Portfolio

Few companies can translate compelling business drivers into strong earnings growth, year after year—especially amid uncertain macroeconomic conditions. But shares of select companies that can deliver consistent growth tend to beat the market over time.

How can investors identify companies with business models that can stand the test of time through changing market cycles? We think the key is to look for high-quality businesses, with competitive moats, pricing power, innovative products and top-notch management, which can support consistent revenue and earnings growth.

We focus our efforts on knowing as much as possible about a small group of high-quality companies with a diverse set of business growth drivers. By doing so, we believe the AB Concentrated US Equity Portfolio can help investors access long-term growth potential that can rise above short-term challenges.

Why AB Concentrated US Equity Portfolio?

Active Growth Potential

Concentrated Portfolio of high-conviction, US growth stocks with intensive bottom-up stock selection driven by AB’s experienced team.

Quality over Quantity

The fund holds a small number of high-quality companies demonstrating strong revenue streams and stable growth potential, can help underpin reliable long-term performance.

Consistent Alpha

Risk-aware approach, focusing on businesses with stable growth trajectories to reduce earnings volatility and help deliver consistent returns across different market environments.

The value of an investment may fall as well as rise and an investor may not get back the full amount invested. Capital at risk.

There is no guarantee that the fund will achieve its investment objectives.

Fund risks: Equities Securities Risk, Derivatives Risk, Allocation Risk, Focused Portfolio Risk, OTC Derivatives Counterparty Risk and Real Estate Investment Trust (REIT) Risk. These and other risks are described in the Fund’s Prospectus and Key Investor Information Document (KIID).

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Rediscovering the Advantages of US Equities

Jim Tierney explains why his portfolio contains just 20 stocks and how he gains the required conviction in each of them. He defines the portfolio with three key terms: quality, concentration and growth.

Meet Our Team

Jim Tierney leads a team of dedicated analysts with an average of over 21 years’ experience and one of the highest “analysts to company” ratios in the industry.

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The AB Concentrated US Equity Portfolio is a sub-fund of AB SICAV I, an open-ended investment company with variable capital (société d’investissement à capital variable) incorporated under the laws of the Grand Duchy of Luxembourg.

The sale of AB funds may be restricted or subject to adverse tax consequences in certain jurisdictions. This information is directed solely at persons in jurisdictions where the funds and relevant share class are registered or at those who may otherwise lawfully receive it. Before investing, investors should review the Fund’s full Prospectus, together with the Fund’s KIID or KID and the most recent financial statements. Copies of these documents, including the latest annual report and, if issued thereafter, the latest semiannual report, may be obtained free of charge from AllianceBernstein (Luxembourg) S.à r.l. by visiting www.alliancebernstein.com or www.eifs.lu/alliancebernstein.com, or in printed form by contacting the local distributor in the jurisdictions in which the funds are authorised for distribution.

This is a marketing communication. This information is provided by AllianceBernstein Limited, 60 London Wall, London, EC2M 5SJ. Registered in England, No. 2551144. AllianceBernstein Limited is authorised and regulated in the UK by the Financial Conduct Authority (FCA - Reference Number 147956). It is provided for informational purposes only and does not constitute investment advice or an invitation to purchase any security or other investment. The views and opinions expressed are based on our internal forecasts and should not be relied upon as an indication of future market performance. The value of investments in any of the Funds can go down as well as up and investors may not get back the full amount invested. Past performance does not guarantee future results. This information is directed at Professional Clients only and is not intended for public use.