According to the Neuberger, the fund seeks to provide exposure to global equity, fixed income and currency markets through various investment instruments, including long and short positions in individual securities, index instruments, exchange traded funds as well as derivatives.
The fund will be managed by a team consisting of Wai Lee, chief investment officer of Neuberger Berman’s Quantitative Investment Group, as well as three other portfolio managers from the Quantitative Investment Group, Bobby Pornrojnangkool, Alex Da Silva, and Ping Zhou.
The portfolio management team also includes Joseph Amato, the firm’s president and chief investment officer, and Brad Tank, chief investment officer for fixed income, and may also leverage the expertise of more than 130 of Neuberger Berman’s dedicated equity and fixed income research analysts.
The fund employs a top-down asset allocation model to establish a tactical tilt — making allocation decisions among the various investment regions and asset classes.
It also employs a bottom-up security selection model to add value by selecting global securities the fund’s managers believe are most likely to perform well relative to other investment options.
