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The Power of Discovery

The Mid-Cap Opportunity

Bruce K. Aronow, CFA
Portfolio Manager—Small and Mid-Cap Growth Equities
James MacGregor, CFA
Portfolio Manager—Small and Mid-Cap Value Equities

By accessing a diverse collection of fundamentally stronger mid-cap companies, a SMID-cap strategy offers the diversification and return potential of small-cap stocks but with less volatility and fewer of the constraints associated with small-cap-only investing. We explore the SMID-cap opportunity and discuss why a SMID portfolio may be an appealing alternative to a small-cap mandate for certain investors.

For Financial Professionals - US
February 13, 2013


The Price of Sound Money Is Constant Vigilance

A heated debate has been raging around the world as governments and central banks try to underpin their banking systems, stimulate their economies and avoid repeating Japan’s lost decade, when economic expansion completely ground to a halt, writes Darren Williams.

For Private Client - UK
October 01, 2009


Philanthropy at Bernstein

Philanthropy at Bernstein

We're pleased to provide “Philanthropic Services at Bernstein,” a brief introduction to how Bernstein works with philanthropic families and individuals and the not-for-profits that they support. It also explains why we believe that Bernstein is uniquely qualified to help both groups achieve their goals.

For Private Client
May 12, 2016

Tax Management

The Bernstein Income Tax Playbook

Higher tax rates and low bond yields make effective tax management crucial. The playbook explains an array of actionable strategies that can help investors realize better after-tax outcomes.

For Private Client - US
May 19, 2014