Bernstein
Overview
Bernstein is a premier global equity research and brokerage firm, providing institutional investors, corporates, and financial institutions with in-depth investment insights across North American, European, and Asia Pacific equity markets. Their services include high-quality fundamental research, quantitative analysis, and brokerage-related services in equities and listed options. Bernstein's research is widely recognized for its quality and industry knowledge, with a global team of professionals operating in major financial centers worldwide. The firm's investment approach is characterized by a research-driven macro style, combining top-down macroeconomic analysis with quantitatively-driven portfolio construction. This strategy differentiates Bernstein from traditional bottom-up approaches, enabling them to offer tailored asset allocation solutions embedded with their intellectual capital. Their expertise spans various asset classes, including equities, fixed income, private equity, hedge funds, and alternative investments, catering to a diverse range of institutional clients. Bernstein's commitment to excellence is evident in their long-standing history of industry-leading research and a global trading platform that spans the U.S., Europe, and Asia. Their reputation for disciplined investment and industry analysis has earned them top rankings for overall quality and industry knowledge. With a presence in 16 countries and a team of over 750 employees, Bernstein continues to set the standard for delivering global investment expertise and a comprehensive suite of services for clients worldwide.
Investment Focus
- Institutional investors
- Corporates
- Financial institutions
Reach Bernstein directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Bernstein
What sectors does Bernstein invest in?
Bernstein invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Tennessee, United States. Bernstein is listed as a institutional investor in the ConnectSafely investor database.
What stage does Bernstein invest at?
Bernstein backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 1B.
Which regions does Bernstein invest in?
Bernstein invests across United States, United Kingdom, Canada, Germany, Hong Kong and Japan.
Who are the partners at Bernstein?
Team members listed for Bernstein include Craig Henry (Vice President) and Meredith Cohen (Vice President).
How do I contact Bernstein?
Bernstein's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
