A Close Look At Neuberger Funds

In this installment of our continuing series on the ability of actively managed fund families to generate alpha, we’ll evaluate the recent performance of equity funds managed by Neuberger Berman to determine if the firm adds value for its investors.

Regardless of whether it actually delivers on its promise, it seems Neuberger Berman’s “active, risk-disciplined strategies” are attracting investors in droves. Morningstar reports that, as of May 31, 2015, the firm had $42.3 billion in assets, up from about the $26 billion it had at the end of 2011.

Background On Neuberger Berman

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