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Profil
Michael Alfred Berstein was the founder and had founded A Michael Bernstein (Investment Management) in 1995, where he held the title of President until 2017.
He was also a Vice President at Evergreen Investment Management Co., Inc. from 1989 to 1994.
Mr. Berstein has a graduate degree from Georgia State University and an undergraduate degree from the United States Air Force Academy.
Anciens postes connus de Michael Alfred Berstein
| Sociétés | Poste | Fin |
|---|---|---|
A Michael Bernstein (Investment Management)
 A Michael Bernstein (Investment Management) Investment ManagersFinance Cartecay Capital Management's investment approach is based on asset allocation. Assets are allocated among equities, fixed-income securities and cash. The firm's stock selection process starts begins with a weekly updated list of companies that are highly rated by S&P, Zacks, Schwab or Investors Business Daily. Cartecay narrows the list by price and trading volume restrictions which results in universe of 40 to 150 potential stocks. The firm next relies on technical analysis to choose final candidates. They consider ETFs and publicly listed stocks. Cartecay typically uses ETFs when they take a short position. The firm's target equity portfolio holds no more than of 20 long and short positions at any time. Prior to taking a position, the firm determines a stop point at which, if the trade goes against them, they will sell. If the position performs as they expected, they move the stop up with the rising price. | Directeur Général | 13/11/2017 |
Evergreen Investment Management Co., Inc.
 Evergreen Investment Management Co., Inc. Investment ManagersFinance Evergreen Investment Management offers a variety of equity investment products including domestic, international, global and emerging markets portfolios which are available using both fundamental and quantitative investment processes. The firm's domestic and international fixed-income strategies include short-term, money market, municipal, investment grade, high yield and structured solutions. Though not limited by sector or market-cap, the firm tends to invest in the stocks of companies in the finance, electronic technology and health technology sectors. Evergreen invests globally across all market-caps. The firm maintains a medium turnover rate. Evergreen's domestic, international and global strategies are managed by Metropolitan West Capital Management (MWCM). These strategies invest in high-conviction ideas with a long-term focus on value. MWCM employs rigorous research and an objective sell discipline to construct and actively monitor portfolios of high quality companies around the world. Evergreen's enhanced equity strategies are managed by Global Strategic Products. The strategies seek to achieve repeatable, competitive results through a disciplined quantitative approach. Portfolios are designed to seek consistent outperformance of their benchmarks with lower risk. The strategies employ disciplined proprietary analytical tools and systems to identify repeatable sources of value in the equity markets. Strategies include index and enhanced index equity products. The firm's core equity strategies are managed by Golden Capital Management. These strategies use a consistent, risk-controlled approach to core investing through all market cycles with a focus on capital growth and preservation. Portfolios consist of companies with attractive valuations and strong earnings that produce competitive long-term returns with relatively low volatility. The core-style investment process blends quantitative and fundamental analyses. Evergreen's domestic and international equity strategies are managed by Berkeley Street Equity. The strategies use fundamental analysis to identify companies with superior growth and value potential. Berkeley Street Equity constructs and monitors portfolios across the full range of core equity, sector-specific and international mandates. They employ fundamental, bottom-up research to identify quality investments for their growth and value portfolios. In addition to their US market portfolios, Berkeley Street Equity also offers global and international portfolios designed to provide investors with broad global diversification through core, fundamentally-oriented portfolios that are responsive to changing global equity markets. The firm's global fixed-income strategies are managed by First International Advisors. The strategies invest in investment grade, non-US debt securities while also seeking capital appreciation opportunities in emerging markets and below investment grade bonds. The firm pursues a variety of sectors and regions for diversification and offers currency overlay capabilities. | Gestionnaire de Portefeuille-Actions | 31/12/1994 |
Formation de Michael Alfred Berstein
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
21
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Evergreen Investment Management Co., Inc.
Evergreen Investment Management Co., Inc. Investment ManagersFinance Evergreen Investment Management offers a variety of equity investment products including domestic, international, global and emerging markets portfolios which are available using both fundamental and quantitative investment processes. The firm's domestic and international fixed-income strategies include short-term, money market, municipal, investment grade, high yield and structured solutions. Though not limited by sector or market-cap, the firm tends to invest in the stocks of companies in the finance, electronic technology and health technology sectors. Evergreen invests globally across all market-caps. The firm maintains a medium turnover rate. Evergreen's domestic, international and global strategies are managed by Metropolitan West Capital Management (MWCM). These strategies invest in high-conviction ideas with a long-term focus on value. MWCM employs rigorous research and an objective sell discipline to construct and actively monitor portfolios of high quality companies around the world. Evergreen's enhanced equity strategies are managed by Global Strategic Products. The strategies seek to achieve repeatable, competitive results through a disciplined quantitative approach. Portfolios are designed to seek consistent outperformance of their benchmarks with lower risk. The strategies employ disciplined proprietary analytical tools and systems to identify repeatable sources of value in the equity markets. Strategies include index and enhanced index equity products. The firm's core equity strategies are managed by Golden Capital Management. These strategies use a consistent, risk-controlled approach to core investing through all market cycles with a focus on capital growth and preservation. Portfolios consist of companies with attractive valuations and strong earnings that produce competitive long-term returns with relatively low volatility. The core-style investment process blends quantitative and fundamental analyses. Evergreen's domestic and international equity strategies are managed by Berkeley Street Equity. The strategies use fundamental analysis to identify companies with superior growth and value potential. Berkeley Street Equity constructs and monitors portfolios across the full range of core equity, sector-specific and international mandates. They employ fundamental, bottom-up research to identify quality investments for their growth and value portfolios. In addition to their US market portfolios, Berkeley Street Equity also offers global and international portfolios designed to provide investors with broad global diversification through core, fundamentally-oriented portfolios that are responsive to changing global equity markets. The firm's global fixed-income strategies are managed by First International Advisors. The strategies invest in investment grade, non-US debt securities while also seeking capital appreciation opportunities in emerging markets and below investment grade bonds. The firm pursues a variety of sectors and regions for diversification and offers currency overlay capabilities. | Finance |
A Michael Bernstein (Investment Management)
A Michael Bernstein (Investment Management) Investment ManagersFinance Cartecay Capital Management's investment approach is based on asset allocation. Assets are allocated among equities, fixed-income securities and cash. The firm's stock selection process starts begins with a weekly updated list of companies that are highly rated by S&P, Zacks, Schwab or Investors Business Daily. Cartecay narrows the list by price and trading volume restrictions which results in universe of 40 to 150 potential stocks. The firm next relies on technical analysis to choose final candidates. They consider ETFs and publicly listed stocks. Cartecay typically uses ETFs when they take a short position. The firm's target equity portfolio holds no more than of 20 long and short positions at any time. Prior to taking a position, the firm determines a stop point at which, if the trade goes against them, they will sell. If the position performs as they expected, they move the stop up with the rising price. | Finance |
Georgia State University
 Georgia State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Air Force Academy
 United States Air Force Academy Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
