Who is RBA

23rd November, 2021 | Equities

In this exclusive interview, the team at Richard Bernstein Advisors (RBA) shares the founding vision and unique approach behind their Global Equity Strategy, available through iM Global Partner. Founded in 2009, RBA stands out in the investment world for its macro-based investment philosophy and collaborative portfolio management structure.

Unlike traditional managers who focus on individual stock picking, RBA uses a top-down macroeconomic framework to guide investment decisions—allocating flexibly across growth, value, small-cap, large-cap, U.S., and non-U.S. equities. This dynamic and diversified approach enables the team to adapt portfolios as market conditions shift.

Led by a collegial nine-member investment committee, RBA fosters open debate and critical thinking to avoid groupthink and strengthen decision-making. The result is a strategy grounded in macro insight, diverse perspectives, and long-term performance potential.