Bernstein
company on 4 shows · 3 statements across 3 episodes · said 4 times in 4 episodes since 2017
Capital Allocators 2 
BG2 Pod 1 
TBPN 1 
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Capital Allocators 2BG2 Pod 1TBPN 1
2026 1 mention in 1 episode
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2017 1 mention in 1 episode
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3 statements about Bernstein, every show
Bullard: Clean-over-dirty energy stock strategy whipsawed to -77% in 2021
“2018, 2019, 20 20, you had 17, 13, and a 160% outperform excess return from this long clean
Short, dirty strategy.
Which kind of unwound.
So, it would have really stung in twenty-twenty-one when that strategy went to a -77% excess return.
That's some sophistic…”
Sanford C. Bernstein trailed the market by 2,000 basis points in 1990
“Bernstein, this was in in 1990, was facing terrible headwinds from the markets. 9090 was a really difficult year for most active managers, but especially if you were a value investor, the numbers looked horrible for Bernstein as a firm. It was you know, it was…”