J. Gerard Paul

J. Gerard Paul

Chief Investment Officer—US Value Equities

30 Years at AB
33 Years of experience

J. 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. Gerry 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, Gerry 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, Gerry 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

Can You Rely on Income from Equities?

by Joseph G. Paul

In a world of ultralow interest rates, the quest for income has left many investors stumped. Bonds are generally seen as more dependable sources of income than stocks. But our analysis suggests that income streams from equities are much more stable than widely believed.

Equities


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CAPE Fears Miss the Point

by Joseph G. Paul

With the recent wobbles in the market, scary headlines about stock bubbles are back in the spotlight. We think all this foreboding overlooks an important point: In today’s low-return world, where better than stocks to put your money?

Equities


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The New Logic of M&A

by Joseph G. Paul

There seems to be a new calculus at work in the recent rash of takeovers, as investors set aside their usual wariness of deals and dealmakers for the promise of growth these combinations may bring. We think it’s a good reason to stick with stocks.

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Don’t Pull the Plug on US Stocks

by Joseph G. Paul

Investors are wondering whether the bull run in US equities is over. With the economy gathering steam and interest rates likely to head higher, we think stocks are still the best game in town—and value stocks neglected in the recent rally look even better.

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Value Investing and the Philosopher’s Stone

by Kevin Simms, Joseph G. Paul

When J.K. Rowling finished her first manuscript of Harry Potter and the Philosopher’s Stone in 1995, she submitted it to 12 publishers, who all rejected the book. In time, those publishers would regret missing the chance to back an unknown author who would later take the world by storm. Like the publishers who passed over Harry Potter, we believe that many investors today risk missing a historic opportunity to invest against the grain in attractively valued stocks across the globe.

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The Markets and the Cult of Now

by Joseph G. Paul

Crisis-battered investors continue to favor the relative certainty of current income over the “maybe” of future capital appreciation. If you ask me, however, this hyperfixation on Now is creating some provocative opportunities in Later.

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