The Straus Group
Tradition. Focus. Achievement.
Active Managers Who Stand Apart.
We are active investors dedicated to building client wealth through investments in undervalued U.S. equities. Rich in history, our team was founded in 1947 and is led by renowned investor Marvin Schwartz. We believe equity management should be about investing in businesses. In the near term, a stock may move up and down based on broader macro concerns, but eventually its fundamentals will prove essential to equity performance.
2014 Forward Looking Thoughts
Watch an Introduction to The Straus Group
The Straus Group: (from left) David I. Weiner, Marvin C. Schwartz,
Stephanie J. Stiefel, Henry Ramallo, Jeremy R. Kramer & Richard J. Glasebrook, II
A Rigorous Continuous Research Process
Our research focuses on identifying undervalued companies with strong financial characteristics and shareholder-focused managements. We draw ideas from many sources, including our own proprietary research, Neuberger Berman’s Global Equity Research department, outside analysis of companies and macroeconomic trends, and myriad contacts across many industries.
The Straus Group at a Glance
- Rich team history from 1947 when founded by Philip Straus
- Average 34 years’ experience, 24 years with the firm
- Over $15.3 billion in assets under management for individuals, families and institutions
- Fundamentals-based approach to U.S. mid- and large-cap value investing
- Numerous multi-generational family clients
“There are no secrets. For us, what makes things happen is hard work. If you want to achieve strong equity returns on a long-term basis, we believe you need discipline, process and a willingness to put in long hours, day after day, year after year.”
Integrated Wealth Management Solutions
The Straus Group partners with our clients’ trusted advisors to create multidimensional solutions that can incorporate investment, financial and tax planning, and trust and charitable giving strategies.
We offer customized, risk-balanced strategies designed to help address each client’s needs and goals.
- Separately managed accounts
- Flagship flexible equity, fully invested and fixed income strategies
- Liquidity management
Asset Allocation and Asset Location
We take the time to understand each client’s objectives, needs, time horizons and attitude toward risk across different accounts, and develop customized strategies for each.
- Taxable and tax-deferred accounts
- Trust and custody accounts
We partner with clients and their advisors to help mitigate the impact of taxes and implement investment solutions within wealth transfer strategies.
- Tax-aware investing
- Charitable giving solutions
- Able to deploy Neuberger Berman Trust Company for personal trust and institutional fiduciary services
To learn more about the Straus Group, please call us at 212.476.9094 or email us at email@example.com.
This material is intended as a broad overview of the portfolio manager's current style, philosophy and process. This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Third-party economic or market estimates discussed herein may or may not be realized and no opinion or representation is being given regarding such estimates. Certain products and services may not be available in all jurisdictions or to all client types. Indexes are unmanaged and are not available for direct investment. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future results.
The portfolio managers of The Straus Group may make both collective and independent investment decisions for client portfolios. As a result, portfolios will experience greater dispersion (e.g., variation in individual portfolio manager’s investment performance) than they otherwise would, had all investment decisions been made collectively. Dispersion can also be impacted by factors including, but not limited to, individual client investment objectives and guidelines, tax considerations, firm and regulatory trading restrictions, allocation of investment opportunities, order of execution, and method and timing of funding. The Straus Group manages accounts that may have concentrated holdings. A strategy that invests a higher percentage of its assets in any one issuer could increase the risk of loss and volatility, because the value of issue holdings would be more susceptible to adverse events affecting that issuer.
Neuberger Berman LLC is a Registered Investment Advisor and Broker-Dealer. Member FINRA/SIPC.
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