Richard Bernstein Advisors Richard Bernstein Advisors
  • Home
  • News
  • Contact Us
  • Sitemap
  • Our Firm
    • About RBA
    • Our People
    • Richard Bernstein
  • Our Thinking
    • Insights
    • Quick Insights
    • ETF Insights
    • Fixed Income Insights
    • Media
  • Our Approach
  • Our Products
    • Product Overview
    • ETF Managed Portfolios
    • Institutional

 

 

Why RBA?

We are a Top-Down macro asset manager that is uniquely not event-driven. Rather, we are a long-only investor with extensive experience in managing Global Equity and GTAA portfolios through our broad set of global indicators built over 30+ years. Our seasoned 8-member Investment Committee led by CEO/CIO Rich Bernstein and Deputy CIO Dan Suzuki evaluates markets based solely on fundamentals like corporate profits, liquidity and investor sentiment/valuation.

Our Suite of Global Equity and GTAA strategies have experienced persistent outperformance both vs their respective benchmarks as well as our peers and are liquid, low fee and transparent for our clients.

Our Philosophy

At RBA, our disciplined investment approach seeks to identify unique investment opportunities that are often unrecognized or ignored as uncertain investors focus on yesterday’s winners. We generate alpha by uncovering global investment styles and themes where we believe there are disparities between fundamentals and sentiment. This is very different from the traditional, bottom-up approach that seeks to generate alpha through individual security selection. The origins of our investment philosophy date back to the seminal research we conducted on style investing more than twenty years ago. Our expertise lies in combining our proprietary, macroeconomic research with quantitative analysis to determine cyclical and secular investment themes, aiming to provide superior, risk-adjusted returns. Analysis of global profit cycles is a core component of our strategies. Examples of market segments we may favor at various points in the cycle are illustrated below.

 Profit Cycle Chart

 

Our Process
Our portfolios are constructed by uniquely combining a top-down global macro research process with a bottom-up, quantitatively driven security selection methodology. We consider our investment process to be a combination of art and science and offer investors full transparency into all aspects of portfolio construction.

 

Investors we Serve

 Investors we serve

 

institutional product q2.2020 

Contact

For more information, contact us at (212) 692-4071 or email us at institutional@rbadvisors.com.

General Disclaimer and Release  Nothing contained on this website constitutes tax, legal, insurance or investment advice, or the recommendation of or an offer to sell, or the solicitation of an offer to buy or invest in any investment product, vehicle, service or instrument. Such an offer or solicitation may only be made by delivery to a prospective investor of formal offering materials, including subscription or account documents or forms, which include detailed discussions of the terms of the respective product, vehicle, service or instrument, including the principal risk factors that might impact such a purchase or investment, and which should be reviewed carefully by any such investor before making the decision to invest. RBA information may include statements concerning financial market trends and/or individual stocks, and are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons. Historic market trends are not reliable indicators of actual future market behavior or future performance of any particular investment which may differ materially, and should not be relied upon as such. The investment strategy and broad themes discussed herein may be inappropriate for investors depending on their specific investment objectives and financial situation. Information contained in the material has been obtained from sources believed to be reliable, but not guaranteed. You should note that the materials are provided "as is" without any express or implied warranties. Past performance is not a guarantee of future results. All investments involve a degree of risk, including the risk of loss. No part of RBA’s materials may be reproduced in any form, or referred to in any other publication, without express written permission from RBA. Links to appearances and articles by Richard Bernstein, whether in the press, on television or otherwise, are provided for informational purposes only and in no way should be considered a recommendation of any particular investment product, vehicle, service or instrument or the rendering of investment advice, which must always be evaluated by a prospective investor in consultation with his or her own financial adviser and in light of his or her own circumstances, including the investor's investment horizon, appetite for risk, and ability to withstand a potential loss of some or all of an investment's value. Investing is subject to market risks. Investors acknowledge and accept the potential loss of some or all of an investment's value. Views represented are subject to change at the sole discretion of Richard Bernstein Advisors LLC. Richard Bernstein Advisors LLC does not undertake to advise you of any changes in the views expressed herein.

By using this website, you acknowledge that you have read and understand the foregoing disclaimers and release Richard Bernstein Advisors LLC and its affiliates, members, officers, employees and agents from any and all liability whatsoever relating to your use of this site, any such links, or any information contained herein or in any such appearances or articles (whether accessed through such links or downloaded directly from this website).

©2021 Richard Bernstein Advisors LLC. All rights reserved.           Form ADV    Form CRS      Privacy Policy