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The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities of small- to mid-capitalization U.S. companies. Under normal circumstances, it invests at least 80% of its net assets in securities of small- to mid-capitalization companies. For purposes of this policy, small- to mid-capitalization companies are those that, at the time of investment, fall within the capitalization range between the smallest company in the Russell 2500® Value Index and the greater of $5 billion or the market capitalization of the largest company in the Russell 2500® Value Index.
Name | Title | Since | Until |
---|---|---|---|
Erik Turenchalk | - | 2020 | Now |
Biography | To be provided. | ||
James W. MacGregor | Portfolio Manager | 2005 | Now |
Biography | Chief Investment Officer—Small and Mid-Cap Value Equities James MacGregor was appointed Chief Investment Officer of Small and Mid-Cap Value Equities in 2009. From 2009 to 2012, he also served as CIO of Canadian Value Equities. From 2004 to 2009, MacGregor was director of research of Small and Mid-Cap Value Equities, overseeing coverage of companies for the Small-Cap and Small/Mid-Cap Value services. He started as a research analyst covering the banking, energy, industrial commodity, transportation, and aerospace & defense industries for those same services. Prior to joining the firm in 1998, MacGregor was a sell-side research analyst at Morgan Stanley, where he covered US packaging and Canadian paper stocks. He holds a BA in economics from McGill University, an MSc in economics from the London School of Economics and an MBA from the University of Chicago. MacGregor is a CFA charterholder. Location: New York | ||
Shri Singhvi | director of research | 2014 | 2020 |
Biography | Shri Singhvi Portfolio Manager—US Small and Mid-Cap Value Equities Shri Singhvi is a Director of research of AB’s small and mid-cap value equities since 2014, with responsibility for overseeing coverage of companies for the small-cap and small/mid-cap value services. Shri Singhvi is a Portfolio Manager for US Small and Mid-Cap Value Equities, with research coverage that includes financial companies.From 2008 until his recent promotion, Mr. Singhvi was a senior research analyst on AB’s small/mid-cap value team, responsible for coverage of financial and technology companies. Prior to joining the portfolio-management team in July 2014, he was a senior research analyst on the Small and Mid-Cap Value team, responsible for covering financial and technology companies. Before joining the firm in 2008, Singhvi was an engagement manager for McKinsey & Company, where he consulted on strategy for technology, media and telecom companies and investment due diligences for hedge funds and private equity clients. Prior to that, he spent more than five years in Silicon Valley working as a senior R&D engineer at Applied Materials and as a software solutions architect at i2 Technologies. Mr. Singhvi began his investment career in 2005. Singhvi holds a BTech in chemical engineering from the Indian Institute of Technology, Bombay; an MS in chemical engineering from Purdue University; and an MBA from the University of Chicago. Location: New York | ||
Joseph Gerard Paul | Co-CIO | 2002 | 2018 |
Biography | Joseph Gerard Paul was appointed Chief Investment Officer for North American Value Equities in 2009. He has also served as CIO of the Advanced Value Fund since 1999. Paul was previously CIO of Small & Mid-Cap Value (2002–2008) and co-CIO of Real Estate Investments (2004–2008). Additionally, he was director of research for the Advanced Value Fund for two years. In that role, Paul was instrumental in the genesis of the Advanced Value leveraged hedge fund. He joined AB in 1987 as a research analyst covering the automotive industry, and was named to the Institutional Investor All-America Research Team every year from 1991 through 1996. Before joining the firm, Paul worked at General Motors in marketing and product planning. He holds a BS from the University of Arizona and an MS from the Massachusetts Institute of Technology’s Sloan School of Management. Location: New York | ||
Andrew J. Weiner | Director | 2005 | 2014 |
Biography | "Director of Research—US Small and Mid-Cap Value Equities Andrew Weiner was appointed Director of Research in 2009, with responsibility for overseeing coverage of companies for Bernstein’s Small Cap and Small/Mid Cap Value services. Previously, he was a senior research analyst covering the consumer and industrial sectors for those same services. Prior to joining the firm in 1997 as a research analyst, Weiner was a project manager at Monitor Company. He earned a BS in finance and a BS in computer science from the University of Pennsylvania in 1990, and an MBA from Harvard Business School in 1994. Location: Chicago " | ||
David Pasquale | Analyst | 2005 | 2006 |
Biography | Pasquale joined Alliance in 1999 and is currently an analyst covering consumer cyclicals and real estate. | ||
Andrew Moloff | CIO (Chief Investment Officer) | 2001 | 2002 |
Biography | Chief Investment Officer for the Small- and SMID-Cap Value team and a co-founder of Evercore Asset Management. Prior to forming EAM, Mr. Moloff was the head of global equity research and head of U.S. equity portfolio management at Citigroup Asset Management. Before that, he was the chief investment officer for U.S. small- and mid-cap value equities at Sanford C. Bernstein & Co. He oversaw $1.5 billion in the firm's Small-Cap Value portfolio, as well as $1 billion in the firm's SMID-Cap Value portfolio. | ||
Gregory R. Sawers | Co-Founder | 2001 | 2002 |
Biography | Chief Executive Officer and a co-founder of Evercore Asset Management. Prior to forming EAM, Mr. Sawers was the global head of equity research and head of U.S. equities at Credit Suisse Asset Management. Prior to his role at CSAM, Mr. Sawers worked at Sanford C. Bernstein & Co., Inc. where he held a variety of positions, most recently as portfolio manager of the firm's $20 billion Growth and Income portfolio. |
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