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Frank Caruso

Frank Caruso

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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.

Citywire Rating: + rated

not rated

2014

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2015

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2016

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2017

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2018

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sector performance

funds managed

fund total return standard deviation max drawdown
AB Relative Value Fund;A 51.3 % 9.1 -5.8 %

League Table - Rank 114/199 (3rd quartile)

rank Manager Return
114 Frank Caruso 114. Frank Caruso 51.3%
115 Luis Ferreira 115. Luis Ferreira 51.3%
116 Thomas Sargent 116. Thomas Sargent 51.2%
116 Timothy Foster 116. Timothy Foster 51.2%
116 Keith LaRose 116. Keith LaRose 51.2%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2018)

year Annual Q1 Q2 Q3 Q4
2018 -1.4% 0.7% 8.1%
2017 18.7% 3.3% 2.5% 5.6% 6.3%
2016 11.2% 0.0% 1.1% 3.3% 6.4%
2015 1.2% 0.7% -0.5% -5.4% 6.8%
2014 8.8% 0.9% 2.8% 0.0% 4.9%
2013 9.9%

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