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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Frank Caruso

Frank Caruso

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About Frank Caruso

Frank Caruso is a senior vice president and chief investment officer of US Growth Equities at Alliance Bermstein a position he has held since 2012. In this capacity he oversees three mandates namely US Large Cap Growth, US Core Opportunities and US Growth & Income. Frank has been team leader of US Growth since 2008 and team leader of US Growth & Income since 2004. From 1995 to 2004, he served as a Growth & Income portfolio manager. Frank joined the firm in 1993 when it acquired Shields Asset Management where he had been director of equities. Previously he was a managing director and senior member of the investment policy committee at Shearson Lehman Advisors as well as CIO for Shearson Lehman Asset Management’s Directions and Capital Management businesses. Frank was also formerly the lead portfolio manager for Shearson’s family of growth and income mutual funds. He holds a BA in business economics from the State University of New York, Oneonta and is a member of the New York Society of Security Analysts and the CFA Institute. He is a CFA charterholder.

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Citywire Rating: A rated

2014

  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NRated Plus in Nov 2014
  • DRated Plus in Dec 2014

2015

  • JRated Plus in Jan 2015
  • FRated Plus in Feb 2015
  • MRated Plus in Mar 2015
  • ARated Plus in Apr 2015
  • MRated Plus in May 2015
  • JRated Plus in Jun 2015
  • JRated Plus in Jul 2015
  • ARated Plus in Aug 2015
  • SRated Plus in Sep 2015
  • ORated Plus in Oct 2015
  • NRated A in Nov 2015
  • DRated Plus in Dec 2015

2016

  • JRated A in Jan 2016
  • FRated A in Feb 2016
  • MRated A in Mar 2016
  • ARated A in Apr 2016
  • MRated A in May 2016
  • JRated A in Jun 2016
  • JRated Plus in Jul 2016
  • ARated Plus in Aug 2016
  • SRated Plus in Sep 2016
  • ORated Plus in Oct 2016
  • NRated Plus in Nov 2016
  • DRated Plus in Dec 2016

2017

  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MRated Plus in Mar 2017
  • ARated Plus in Apr 2017
  • MRated A in May 2017
  • JRated Plus in Jun 2017
  • JRated A in Jul 2017
  • ARated Plus in Aug 2017
  • SRated A in Sep 2017
  • ORated A in Oct 2017

Performance

Equity - US
over : 30/06/2017 - 30/09/2017
Rank 34/202 Equity - US
Manager Return
34 Frank Caruso 1.5%
34 John Fogarty 1.5%
34 Karen Sesin 1.5%
34 Vincent DuPont 1.5%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 8.3% -0.3% 1.5%
2016 5.4% -6.0% 1.7% 4.8% 5.3%
2015 23.1% 19.6% -2.2% -4.8% 10.6%
2014 29.5% -1.0% 6.0% 11.5% 10.7%
2013 30.9% 12.2% 0.0% 6.4% 9.6%
2012 -4.5%

Related News

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How to smash the S&P: top US equity managers share strategies

With the US market is notoriously tough to tackle, Citywire Selector canvassed three industry experts to find out what tactics to use.

Veteran US manager resurfaces with 'back-to-the-future' boutique

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.