Follow the opportunities, not the crowd


Richard Bernstein Advisors LLC (RBA) is an independent investment adviser offering flexible, macrodriven investment strategies that seek overlooked opportunities around the world.

About Richard Bernstein

Explore Richard Bernstein's Advisory Blog Entries

Read Now

Insights


Charts for the beach – 2016

Charts for the beach – 2016

Richard Bernstein | August 2016

It’s once again time for our annual August report called “Charts for the beach.” Take a look at five of our favorite charts that highlight what we think consensus is currently missing. Remember the best method for inserting an umbrella in the sand is to rock it back and forth!

Rabidly risk-averse

Rabidly risk-averse

Richard Bernstein | July 2016

1999 was a very unique period. There was an overwhelming consensus that the “new economy” was a permanent investment theme that couldn’t be stopped. The valuation of technology, media and telecom companies was bid to extreme valuations. Investors and pundits openly ridiculed observers, like me, who disagreed with the new era’s sustainability.

Earnings-driven bull markets

Earnings-driven bull markets

Richard Bernstein | June 2016

One of the most frustrating statements we hear is that bull markets are impossible without price/earnings ratios expanding. History shows that this simply is not true.

Still no one wants to play

Still no one wants to play

Richard Bernstein | May 2016

On Thursday, April 28, the current U.S. bull market became the second longest in the postwar era. Amazingly, though, most investors are still wallflowers at the party.



Products


Richard Bernstein Equity Strategy Fund
    • A broadly diversified global equity allocation strategy that will go anywhere, but won't be everywhere.
Richard Bernstein All Asset Strategy Fund
    • A broadly diversified global asset allocation strategy that employs a flexible investment approach.