Neuberger Berman Funds(11)

Attractive Returns in Underfollowed Companies

Neuberger Berman Intrinsic Value Fund

US> Large-Cap > Growth

Jun 22, 2014

Small cap companies are not well followed, are under-researched and there is meaningful dispersion among analysts’ estimates. Because of limited analyst coverage in the small cap segment, complex, cyclical and interrupted growth companies are often misunderstood and mispriced by investors. We believe investors who think and invest like owners of these small companies can generate attractive returns.

Quality at a Reasonable Price

Neuberger Berman International Equity Fund

US> Small-Cap > Growth

Apr 16, 2014

Benjamin Segal and his team of researchers look for companies that are growing earnings and sales and still trading at reasonable valuations. He believes that economies around the world are growing and many companies in Europe, Asia and the Americas outside the U.S. offer attractive investment opportunities.

Relative Values in Floating Rate Loans

Neuberger Berman Floating Rate Fund

US> Large-Cap > Core

Aug 15, 2013

Investors are increasingly searching for alternatives within fixed income as interest rates are likely to rise in the future and floating rate loans offer attractive characteristics. The Neuberger Berman Floating Rate Income fund is managed by portfolio managers with more than 20 years of experience in the asset class and supported by a team of 30 dedicated sector credit analysts.

Global> Infrastructure > NA

Jul 26, 2013

With a low interest rate environment, investors have been in search of alternative ways to generate returns. However, principal protection has been on top of investors’ lists after the Financial Crisis. Charles Kantor and his team focus on generating capital appreciation while also seeking to preserve principal.

Overlooked Mid-Cap Gems

Neuberger Berman Mid Cap Growth Fund

US> Multi-Cap > Growth

May 01, 2013

Mid cap companies have the best of both worlds -- the financial strength of large companies and nimbleness of smaller companies. But the asset class is misunderstood and overlooked because of the widespread perception that the return-to-risk profile can be replicated with the blend of large and small cap funds.

Relative Values in REITs

Neuberger Berman Real Estate Fund

US> Multi-Cap > Core

Apr 02, 2013

A diversified portfolio of real estate securities could provide a stable flow of income and anchor for potential capital gains as property valuations appreciate. Steve Shigekawa and Brian Jones look for management teams with a track record in developing and managing properties and companies with balance sheet heft to survive the ups and downs of business cycles.

An All-Cap Foreign Manager

Neuberger Berman International Equity Fund

US> Small-Cap > Growth

Aug 01, 2003

If looking for the next Microsoft in the U.S. market seems difficult, what about finding it overseas, not to mention its 'small-cap equivalent'? That's what Ben Segal of Neuberger Berman International Equity Fund does and thinks rewards are far from scarce in Spain, Italy, and Canada.

Paying Less for More

Neuberger Berman Focus Fund

> NA > NA

Jan 01, 2003

After 26 years of experience at Neuberger Berman, Kent Simons has learned a few things about where true value lies in the stock market. The $1.1 billion Focus Fund is off to a promising start, due to overweight positions in financial services and contract manufacturing.

Market Cycle Contrarian in High Yield

Neuberger Berman High Income Bond Fund

US> Small-Cap > Growth

Jan 24, 2017

The high yield market has evenly expanded from mid-sized and smaller companies to large issuers as bonds have gained more favor in recent years. However, investors remain aware of the potential downsides of high yield bonds, such as equity-like volatility, lack of liquidity, and significant credit risks. Portfolio manager Patrick Flynn explains how the Neuberger Berman High Income Bond Fund benefits from a large research team in search of investment opportunities among larger companies with significant cash flows and long-term track records. 

Knowing Well What You Own

Neuberger Berman Genesis Fund

> NA > NA

Apr 10, 2017

As small-cap companies go through rapid changes, they do not always have easy access to capital markets. Still, companies with profitable business models and disciplined management can sustain their growth rate with the help of proper capital allocation. Brett Reiner, Associate Portfolio Manager of the Neuberger Berman Genesis Fund, and a team of analysts scour the small-cap universe in search of high-quality businesses with such characteristics. 

Relative Value Across the Global Fixed-Income Spectrum

Neuberger Berman Strategic Income Fund

US> Mid-Cap > Growth

Aug 26, 2015

Neuberger Berman Strategic Income Fund employs a relative-value strategy to find opportunities from high yield bonds to Treasuries across the globe. The fund uses dedicated sector specialist teams that formulate investment views to develop forward-looking ideas about the distribution of risk and return.