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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.
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Past performance and current analysis do not guarantee future results.
Based on consensus earnings estimates, calculated using current S&P 500 constituents only, with constant weights year to date.
As of September 30, 2023
Source: Bloomberg, S&P and AllianceBernstein (AB)
Past performance and current analysis do not guarantee future results.
Based on consensus earnings estimates, calculated using current S&P 500 constituents only, with constant weights year to date.
As of September 30, 2023
Source: Bloomberg, S&P and 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.
Kurt Feuerman is Chief Investment Officer of Select US Equity Portfolios, focusing primarily on equity securities traded on US exchanges. Prior to joining the firm in June 2011, he was a senior managing director and senior trader with Caxton Associates for more than 12 years, and a managing director for nine years with Morgan Stanley, where his responsibilities included managing part of the firm’s US equity business. Earlier, Feuerman was a managing director with Drexel Burnham Lambert for six years, specializing as a sell-side securities analyst. He began his career in 1982 at the Bank of New York. Feuerman holds a BA in philosophy from McGill University, an MA in philosophy from Syracuse University and an MBA in finance from Columbia University. Location: New York
Anthony Nappo is Co-Chief Investment Officer for the Select US Equity Portfolios. Before joining the firm in 2011, he was a portfolio manager at Surveyor Capital, a group within Citadel LLC, where he managed a long/short healthcare portfolio and an analyst team. Prior to that, Nappo was a portfolio manager with Caxton Associates for eight years, in charge of healthcare and energy for both long/short and long-only strategies. He started his career in finance as an equity research analyst at J.P. Morgan Securities. Nappo graduated first in his class with a BS in management from Binghamton University and holds an MBA in finance from the Wharton School at the University of Pennsylvania. He is a CFA charterholder and member of the CFA Institute and the CFA Society New York. Location: New York
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