NEW YORK, March 24, 2017 /PRNewswire/ -- Richard Bernstein Advisors (RBA) announces a strategic partnership with Hamersley Partners to broaden the global distribution of RBA's Global Equity and tactical asset allocation strategies to institutional investors. Launched in 2010, RBA is unique in that it utilizes a totally top-down, macro approach to investing. The investment method focuses on profitability, sentiment, and liquidity, and invests in market segments where there is a scarcity of capital.
"We have been successful generating alpha in our funds and SMA strategies for private clients and feel that with a track record of more than six years, the natural progression for our business is to offer our suite of products to institutions. Our top-down investment approach has been tested over time – we look at market segments quite differently than other investment firms. Our strategies are attractive for institutional investors who are seeking consistent returns while limiting volatility." said Richard Bernstein, RBA's Chief Investment Officer.
"We are thrilled to take RBA's global equity and other capabilities to institutional investors worldwide. RBA's unique, contrarian investment process strongly differentiates them from their peers. RBA's thinking is distinctly non-consensus. Richard has assembled a stellar investment team and has consistently delivered strong results." said Peter Pavlina, Managing Principal, Hamersley Partners.
Compared to traditional bottom-up managers, RBA monitors an extensive array of macro, sentiment, profit, and valuation indicators that have been developed and honed over 25 years. The eight-member investment committee utilizes a quantitative selection process to gain customized exposures. Its global equity portfolio of 200-350 stocks ensures a focus on macro risk and minimizes individual stock selection risk. RBA can also implement its tactical strategies utilizing ETF's – a growing trend among all types of investors.
Richard Bernstein Advisors, LLC is an SEC-registered independent investment adviser with over $4 billion in assets under management and advisement in global equity, multi- asset, and theme oriented strategies. Its investment strategies are available as separate accounts, comingled funds, mutual funds, ETF's and unit trusts.
Hamersley Partners, LLC has over 40 years of institutional investment and sales experience, and has raised over $4.7 billion in assets for high-quality investment managers.
Disclosures: For informational purposes only. This release does not constitute investment advice and is not an endorsement/recommendation of any specific investment. Opinions expressed are based on RBA's research/professional experience at a point in time, and are not a forecast/guarantee. RBA assumes no liability for errors/omissions in the information contained herein. Investing in securities is speculative and involves a high degree of risk possibly resulting in loss of all or a substantial portion of the amount invested. RBA makes no assurances, warranties, or representations that the strategy described herein will meet its objectives or avoid losses. This information/data does not constitute legal, tax, account, investment or other professional advice. SEC registration does not imply a certain level of skill/training.
SOURCE Richard Bernstein Advisors