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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Richard M. Bernstein

Richard M. Bernstein

Showing manager performance globally. You can view performance in individual jurisdictions.

About Richard M. Bernstein

Richard M. Bernstein graduated from Johns Hopkins University with a BA and MA degree. He is currently a partner at Brown Advisory and is the lead manager of the Value Equity fund. Richard also has responsibility for managing equity and balanced portfolios for high net worth and institutional clients. Before this he was vice president and director of research at Mercantile-Safe Deposit & Trust Company where he was responsible for research and equity fund management. Richard is a CFA-Charterholder.

Are you Richard M. Bernstein?

Citywire Rating: Not Rated

2010

  • MNot rated in Mar 2010
  • ANot rated in Apr 2010
  • MNot rated in May 2010
  • JNot rated in Jun 2010
  • JNot rated in Jul 2010
  • ANot rated in Aug 2010
  • SNot rated in Sep 2010
  • ONot rated in Oct 2010
  • NNot rated in Nov 2010
  • DNot rated in Dec 2010

2011

  • JRated A in Jan 2011
  • FRated A in Feb 2011
  • MRated A in Mar 2011
  • ARated A in Apr 2011
  • MRated A in May 2011
  • JRated A in Jun 2011
  • JRated A in Jul 2011
  • ARated A in Aug 2011
  • SRated A in Sep 2011
  • ORated A in Oct 2011
  • NRated AA in Nov 2011
  • DRated AA in Dec 2011

2012

  • JRated A in Jan 2012
  • FRated A in Feb 2012
  • MRated A in Mar 2012
  • ARated A in Apr 2012
  • MNot rated in May 2012
  • JNot rated in Jun 2012
  • JNot rated in Jul 2012
  • ANot rated in Aug 2012
  • SNot rated in Sep 2012
  • ONot rated in Oct 2012
  • NNot rated in Nov 2012
  • DNot rated in Dec 2012

2013

  • JNot rated in Jan 2013
  • FNot rated in Feb 2013
  • MNot rated in Mar 2013
  • ANot rated in Apr 2013
  • MNot rated in May 2013
  • JNot rated in Jun 2013
  • JNot rated in Jul 2013
  • ANot rated in Aug 2013
  • SNot rated in Sep 2013
  • ONot rated in Oct 2013
  • NNot rated in Nov 2013
  • DNot rated in Dec 2013

2014

  • JNot rated in Jan 2014
  • FNot rated in Feb 2014
  • MNot rated in Mar 2014
  • ANot rated in Apr 2014
  • MNot rated in May 2014
  • JNot rated in Jun 2014
  • JNot rated in Jul 2014
  • ANot rated in Aug 2014
  • SNot rated in Sep 2014
  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014

2015

  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ANot rated in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015

Performance

over : 31/07/2014 - 31/07/2015
Rank 1302/1513 Equity - North America
Manager Return
1301 Till Budelmann 2.3%
1302 David Chiueh 2.3%
1302 Richard M. Bernstein 2.3%
1304 Yong-Yu Cai 2.3%

Total Return

Month by Month Performance

Quarterly Performance

to 30/06/2015 Annual Q1 Q2 Q3 Q4
2015 0.7% 0.4%
2014 3.9% 2.0% 3.5% -2.2% 0.6%
2013 34.6% 10.0% 3.3% 9.2% 8.5%
2012 12.3% 13.4% -6.4% 5.9% -0.1%
2011 -2.4% 4.1% 0.6% -16.0% 11.0%
2010 11.4%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.