Frank Caruso, CFA

image

Frank Caruso, CFA

Academic Background

  • BA in Business Economics. State University of New York.

Professional Background

  • Joined Alliance Bernstein in 1993. Director of Equities, Shields Asset Management. Managing Director, Shearson Lehman Advisors. CIO, Shearson Lehman Asset Management.

Showcase Investment Fund

Once a fund manager is rated by Vadevalor, the showcase investment fund is the fund chosen to be followed for future results.
image

Showcase Investment Fund

AB American Growth

image

Investment Strategy

Value investing using fundamental analysis

image

ISIN

LU0079475348

Showcase Investment Fund

image

AUM

$ 5,924,640,000

image

Class

Class I

image

Ongoing Charges

0.93%


10 Main Holdings

Holdings % of Fund
Microsoft 7.98%
Alphabet 7.93%
Amazon 5.86%
Facebook 5.50%
UnitedHealth 5.06%
Visa 4.67%
Zoetis 3.90%
Monster Beverage 3.33%
Home Depot 3.14%
Qualcomm 2.97%

Table of Returns

The table of returns below show the total, relative and relevant benchmark returns for the fund manager since they first started to manage.

as at: 31 December 2020

Risk Statement / Disclaimer: Data is collected by Vadevalor. Care has been taken to ensure that the information is accurate, but Vadevalor neither warrants nor guarantees the contents, nor does it accept any responsibility for errors, inaccuracies or omissions herein. Past performance does not necessarily indicate future returns and should not be the sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise. This listing is for informational purposes only. You should not construe any of this material as investment, financial or other advice.

image

Start Date

30 March 2012

image

Total Years

8

Total Returns

Total Annualised
Since Inception 318.29% 17.77%
10 Year Return
5 Year Return 145.2% 19.65%

Benchmark(s) Returns

Total Annualised
Since Inception 218.69% 14.16%
10 Year Return
5 Year Return 98.70% 14.72%

Relative Returns

Total Annualised
Since Inception 99.6% 3.61%
10 Year Return
5 Year Return 46.5% 4.93%

Benchmark(s)

S&P 500 Total Return Index

List of Funds

All equity funds managed by the fund manager

Fund Region Market Cap Focus AUM Notes
AB American Growth US $ 5,924,640,000 -