Who we are:

 

A specialised investment management boutique with offices in…

 

Stein Am Rhein
Tallinn
Chicago
what bernstein trust does

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What we do:

 

Diversified Investments for Intelligent Investors…

 

 

Our inspiration:

 

Warren Buffett

The Berkshire Hathaway Portfolio

 

 

Our guiding star:

 

Benjamin Graham

The Intelligent Investor

 

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How we serve:

 

… like a Swiss Private Bank, just performing better

 

 
Precision:

 

Clear-cut documentation

Simple fund structure

Strong analytics

 

 
Performance:

 

Consistently > 8%

Less volatile than Benchmarks

Barclay Hedge Profile

 

 
Partnership:

 

Team fully co-invests

Cost ratio of 0.4%

High Watermark

 

 
Personal:

 

Small team

Low overhead

Direct communication

 

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