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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 and are subject to change over time.
Current analysis does not guarantee future results.
EPS: earnings per share. Displays show six industry groups within the S&P 500.
*Percentile ranking of monthly observations of the price/earnings ratio, based on earnings for the next 12 months, for each industry group.
†Earnings growth forecasts are based on consensus estimates.
As of December 31, 2024
Source: FactSet, S&P and AllianceBernstein (AB)
Current analysis does not guarantee future results.
As of December 31, 2024
Source: FactSet, 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 and are subject to change over time.
John H. Fogarty is a Senior Vice President and Co-Chief Investment Officer for US Growth Equities. He rejoined the firm in 2006 as a fundamental research analyst covering consumer-discretionary stocks in the US, having previously spent nearly three years as a hedge fund manager at Dialectic Capital Management and Vardon Partners. Fogarty began his career at AB in 1988, performing quantitative research, and joined the US Large Cap Growth team as a generalist and quantitative analyst in 1995. He became a portfolio manager in 1997. Fogarty holds a BA in history from Columbia University and is a CFA charterholder. Location: New York
Adam Yee joined the firm in 2004 and is a Senior Vice President and Senior Quantitative Analyst for the US Growth Equities portfolios. He previously served as a senior associate portfolio manager within the Global Portfolio Management Group, where he covered growth equity products. Yee holds a BA in economics from Trinity College and an MBA in finance from Fordham University's Graduate School of Business (now the Gabelli School of Business). Location: New York
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Thorsten Winkelmann, Marcus Morris-Eyton | 21 January 2025This information is for exclusive use of the wholesale person to whom it is provided and is not to be relied upon by any other person. It is not intended for retail or public use and may not be further distributed without prior written consent of ABAL.
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