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Low Volatility Equity Strategy

Navigating Volatility with Flexibility

Prepared for Downturns. Poised for Recovery.

Market volatility is an investor’s Achilles heel: it induces anxiety, which could prompt investors to rush for the exits in the face of short-term market pressures. But volatility is an inevitable reality of investing and exiting the market too soon can be a costly strategy over the long term.

Investors may end up sacrificing good returns by de-risking their investments too much, too quickly, then fail to reap benefits during the subsequent recovery.

Rather than pulling money out of the market, history suggests that it would be better to take a low volatility approach to building a resilient portfolio that weathers different market conditions – one that can reduce losses in market declines, while capturing most of the upside in a rising market to deliver a smoother pattern of returns.

 

How AB Mitigates Volatility?

We invest in companies that we believe are likely to do well when markets rise, but equally should not fall as low when markets decline.

Upside/Downside Capture
Our approach aims to capture gains in rising markets and reduce losses when markets fall. This drives the potential to outperform the market, with less volatility, over the long term.
Consider Quality, Stability and Price (QSP)

We combine fundamental research with proprietary quantitative tools to identify compelling opportunities in high-quality companies, with stable and sustainable cash flows, at attractive prices.

High Conviction Stock Selection

AB’s high conviction stock selection process centers on identifying multiple drivers of growth and engaging in fundamental research to uncover the right businesses. Such extensive research enables our team to develop a meaningful strategy with potential for steady risk-adjusted returns.

Why AB Low Volatility Equity Strategy?

Potential to Grow Your Capital

The Strategy aims to increase the value of your investment over time through capital growth.

Aims for Healthy Returns with Low Volatility

The investment team selects global equities that appear to be of high quality, have low volatility and reasonable valuations, and offer attractive shareholder returns.

An Experienced and Well-Resourced Team

The team has decades of combined experience. As bottom-up stock pickers, we focus on fundamental research and analysis, drawing on firmwide expertise of AB’s investment specialists to identify the best businesses worldwide.

Resources

How Low Volatility Equity Helps in Current Market Environment
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Low Volatility Equity Strategy
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MasterClass III | Mastering QSP
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10th Anniversary: A Decade’s Focus on Quality, Stability and Price (QSP)
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AB Low Volatility Equity Strategy

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AB Investment Solutions

Investing for the Future

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Insights

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Investment Insights
Redefining Offense and Defense in Equities: The Evolution of Technology and Healthcare
Technology and healthcare are good examples of sectors that can play different equity-allocation roles than you might expect.
Kent Hargis,Vinay Thapar | 21 March 2023
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Investment Insights
More Volatility Ahead? Buckle Up with Defensive Equities
As corporate earnings continue to adjust to a new regime, markets are likely to be volatile in 2023. What can equity investors do to reduce risk?
Kent Hargis,Sammy Suzuki | 17 January 2023
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Investment Insights
Will the Future Be More Volatile for Equity Investors?
If volatility becomes more common in the future, strategies that help reduce downside risk should become integral to equity allocations.
Kent Hargis,Sammy Suzuki,Jillian Geliebter | 07 October 2022

Investment involves risks. Past performance is no guarantee of future results. This website has not been reviewed by the Securities and Futures Commission. The issuer of this website is AllianceBernstein Hong Kong Limited.

Investment involves risks. Past performance is no guarantee of future results.

AllianceBernstein Hong Kong Limited (聯博香港有限公司) is the Hong Kong representative of AB’s Luxembourg-domiciled investment funds, and the funds have been authorized by the Securities and Futures Commission (SFC) for retail distribution in Hong Kong. It is also the investment manager of the AB (HK) Unit Trust Series, which is an open-ended unit trust established as an umbrella unit trust under the laws of Hong Kong, and its sub-funds. For general and sales information, please call 2918 7888. 

SFC authorization is not a recommendation or endorsement of the Fund or its sub-funds, nor does it guarantee the commercial merits of the Fund or any of its sub-funds, or their performance. This does not mean the Fund or its sub-funds are suitable for all investors, nor is it an endorsement of their suitability for any particular investor or class of investors.

This website has not been reviewed by the Securities and Futures Commission.

The issuer of this website is AllianceBernstein Hong Kong Limited (聯博香港有限公司).

© AllianceBernstein L.P.