Asset allocation expertise for Institutional Investors

 

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

 

Our Products

  • Global Equity  - Individual Securities
  • Global Equity  - ETF based
  • Global Tactical Asset Allocation - Individual Securities
  • Global Tactical Asset Allocation - ETF based

 

Contact

For more information, contact Hamersley Partners* at (781) 235-3235 or email them at institutional@rbadvisors.com.

 

 

*Hamersley Partners is a third party firm that represents RBA for its institutional business. Hamersley Partners is not an affiliate of Richard Bernstein Advisors.