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

Is US Tax Reform Good for Stocks?
Is Value Investing Past Its Prime?

Is Value Investing Past Its Prime?

by Joseph G. Paul, Cem Inal
Value stocks have underperformed most other styles of investing, as well as the broad market, by a wide margin since the beginning of 2015. We see several reasons why, which point to the catalysts for a potential recovery; we do not think Value is past its prime. Read on, or listen to the podcast.

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US Corporate Cash: A Repatriation Reality Check
Cost of Shale to Drive Oil Prices Higher
Look Beyond the GAAP
Headwinds to US Earnings Growth Abate
Why “Best of Breed” Often Fails

Why “Best of Breed” Often Fails

by Joseph G. Paul
Many investors seek “best of breed managers across each category of stocks. The logic seems compelling: Diversify your risk across categories, while choosing the best performing funds using a framework such as Morningstar’s Style Box. Unfortunately, this approach tends to deliver poor outcomes.

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Is Oil Too Slick for Equity Investors?
Valuing Stocks Requires a Human Touch
Buybacks Are Not Just an Accounting Trick
Are Markets More Rational in the Information Age?
Worried About US Stocks?

Worried About US Stocks?

by Joseph G. Paul

After a jittery January, investors in US equities are gritting their teeth. But even if equities lose some steam after last year’s rally, we think company fundamentals and the interest-rate environment should support a resilient market in 2015.

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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.

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