RICHARD BERNSTEIN Overview

Richard Bernstein Advisors Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 18 employees, of which 8 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 1BN in positions, representing 66% of the manager's regulatory AUM.

RICHARD BERNSTEIN StockAlpha

-1.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

RICHARD BERNSTEIN Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
HYD 9.13% ETF -8.29% -0.9% 4 3%
GDXJ 3.85% ETF -22.83% -0.98% 0 4%
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FEATURED IN
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RICHARD BERNSTEIN Founders and Key Employees

Name Title In Position Since
Richard N. Bernstein Chief Executive Officer, Chief Investment Officer And Managing Member May-2009
Michael H. Meyer Chief Compliance Officer February-2010
John R. Reagan Chief Technology Officer February-2010
John J. Mccombe President And Director Of Distribution September-2010
Barbara Tomasulo Chief Financial Officer December-2013

RICHARD BERNSTEIN Brokers, Custodians, Auditors and Administrators

Type Company

RICHARD BERNSTEIN Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

A. Methods of Analysis and Investment Strategies.

Advisory Services

RBA's core investment strategy seeks a high total return over the long term through a combination of top-down macroeconomic analysis and quantitatively driven portfolio construction. Macroeconomic indicators will be used to allocate portfolio assets in markets around the world and among various asset classes. Individual security selection is based on quantitative screening and optimization to achieve desired market exposures while seeking to control security-specific and other observable market risks.


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Dependent on the outlook for US and global corporate profits, RBA makes top-down assessments of the relative attractiveness of, among others, stocks vs. bonds, treasuries vs. corporates, emerging-market vs. developed-market, growth vs. value, large-cap vs. small- cap, cyclical ...
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RICHARD BERNSTEIN Portfolio Concentration

RICHARD BERNSTEIN Location

120 WEST 45TH STREET 19TH FLOOR
NEW YORK, New York
UNITED STATES, 10036

RICHARD BERNSTEIN Contact Information

Phone Number: 212-692-4000
Fax Number: 212-692-4001
Website:

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