OUR APPROACH

The Leaders in Pactive® Management

As a global macro multi-asset manager leveraging ETFs to express our views, we rely on "X-raying ETFs" to view total portfolio risk and exposures. This process allows the Investment Committee to see beneath the surface of the holdings, ensuring there are no unforeseen risks.

Our Latest Thinking

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MEDIA

RBA In the News

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Richard Bernstein on Power Lunch

Jun 13, 2022

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Michael Contopoulos on Squawk Box

Jun 13, 2022

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Dan Suzuki on Bloomberg Surveillance

Jun 10, 2022

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Richard Bernstein on Closing Bell Overtime

Jun 06, 2022

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Dan Suzuki on Varney & Co

Jun 03, 2022

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Dan Suzuki on Closing Bell Overtime

May 26, 2022

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Michael Contopoulos on Fast Money

May 25, 2022

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Richard Bernstein on Closing Bell

May 25, 2022

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Michael Contopoulos on The Close

May 24, 2022

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Dan Suzuki on Bloomberg Technology

May 23, 2022

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Richard Bernstein on Closing Bell Overtime

May 20, 2022

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Richard Bernstein on The Open

May 19, 2022

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Dan Suzuki on Closing Bell Overtime

May 09, 2022

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Michael Contopoulos on Squawk Box

May 09, 2022

RBA's Unique Investing Approach

RBA’s disciplined top-down investment approach seeks to identify investment opportunities that are often unrecognized or ignored as investors tend to focus too much on yesterday’s winners.

Top–Down Approach

We conduct top-down, macroeconomic research utilizing an extensive array of indicators to assess corporate profits, liquidity, and investor sentiment/valuation. We believe the markets are driven by profit cycles, not economic cycles.

Pactive® Investing

Pactive® investing is the active management of passive investments to drive alpha from size, style, region, sector, and other factors. RBA “X-rays”® ETFs, looking at the underlying holdings of each ETF, resulting in a deeper assessment of macro exposures.

Global, Go-Anywhere Portfolios

Our portfolios are global, "go-anywhere" - we can go anywhere, but don't have to be everywhere. Our strategies emphasize and de-emphasize global market segments at different times, and will avoid assets that are unfavorable.

How to Invest with RBA

Financial Advisors

RBA offers a range of actively managed, tactically driven products available at most wirehouses, TAMPS and RIA platforms.

Institutions

RBA has a suite of strategies providing solutions for complex investment challenges for Institutional Investors.

Individuals

Individuals can invest in RBA’s strategies by working with their Financial Advisor or investing in our mutual funds.

STAY CONNECTED

@RBAdvisors

Follow us on Twitter for RBA's real-time market views

“The discussion in the markets has been pretty consistently do you want #growth or #cyclicals? Only recently are you getting discussion about #defensives,” explains #RichardBernstein about current #portfolio management on @CNBC @PowerLunch. https://t.co/hGvE6vydAP

Despite cries of #inflation killing demand rising #airline ticket and #hotel room prices aren’t deterring people from #traveling. (Chart: @WSJ) https://t.co/dBkZdIhlEN

#China starting to make a comeback. Liquidity improving as #PBOC eases. #Sentiment couldn’t be better. #Profits still hurting though. https://t.co/0KRgBZ2wlG