Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!

Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.

    Support MFO

  • Donate through PayPal

WealthTrack Preview: Guest: Richard Bernstein, Manager, Eaton Vance Bernstein Equity Strategy Fund

FYI: (I will link interview as soon asit becomess available early Saturday morning)
Regards,
Ted
December 30, 2015

Dear WEALTHTRACK Subscriber,

I hope that you and your family have been able to enjoy the holiday season and its spirit of joy, love and giving.

After several years of outstanding performance, 2015’s lackluster results have been disappointing for many U.S. investors. Lest we forget, despite this essentially flat year, the S&P 500 has more than doubled since its 2009 lows! All the while investors have been abandoning U.S. stocks.

According to this week’s guest, Richard Bernstein, this has been the least believed bull market in memory. As we start 2016, we’ll find out why he is still a believer.

Bernstein is the Founder, Chief Executive and Chief Investment Officer of Richard Bernstein Advisors, an independent investment advisor which focuses on longer-term strategies combining top-down macro-economic analysis and quantitative portfolio construction.

Bernstein manages several mutual funds, along with other portfolios. The funds include his flagship Eaton Vance Richard Bernstein Equity Strategy fund.
It is rated 4-star by Morningstar and has outperformed its World Stock category and market benchmark over the past 3 and 5 year periods.

If you miss WEALTHTRACK on television due to holiday festivities, you can always watch it on our website, WealthTrack.com. You will also find our exclusive online EXTRA interview with Bernstein, where he’ll share his thoughts on active vs. passive management.

Thank you for watching. Have a very happy New Year! We will do our best to make 2016 a profitable and a productive one for all of us.


Best Regards,

Consuelo

M* Snapshot ERBAX: http://www.morningstar.com/funds/XNAS/ERBAX/quote.html


Sign In or Register to comment.