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Hedge Funds Solutions Platform

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Institutional Strategy > Hedge Funds & Liquid Alternatives > Hedge Funds Solutions Platform

Hedge Funds Solutions Platform

Neuberger Berman is an experienced hedge fund solutions provider investing on behalf of institutional, high-net-worth and retail clients via registered liquid alternative funds, custom portfolios, and commingled products.

  • Leading provider of Liquid Alternative strategies
  • Focus on funds with modest assets under management
  • Tactical allocation across hedge fund strategies

Overview

Hedge Fund Solutions Advantages

  • Deep and Stable Team
    • Over 60 employees, including 17 dedicated investment professionals located in New York, California and London
    • Investing assets on behalf of institutions, high net worth individuals and family offices and third party platforms since 2002
  • Leader in Liquid Alternatives
    • Offer ‘40 Act Funds and UCITS vehicles providing daily liquidity and complete transparency
    • Provides access to top quality hedge fund managers at significantly reduced fees
  • Focused Investing
    • Emphasis on modest AUM funds
    • Strong history of identifying thematic / opportunistic investments
  • Streamlined Investment Process
    • Focused and disciplined due diligence and decision-making processes
    • Independent and robust operational due diligence team able to consult hedge funds on best practices
    • Proprietary peer groups to measure managers’ performance relative to peers
  • Ability to leverage the Neuberger Berman Platform
    • Affiliation with experienced professionals across equity, fixed income, research and trading teams enhance due diligence process and help formulate market outlooks
 

Investment Philosophy

The Hedge Fund Solutions team seeks investment opportunities with an emphasis on absolute returns, low volatility and low sensitivity to broader market movements. The team looks to invest in a diverse range of strategies globally, with a preference for managers that demonstrate the following characteristics:

  • Greater focus on performance than excessive asset growth
  • Regard for investors as true partners with whom they are willing to share information
  • Consideration of strategy and fund capacity constraints
  • Thoughtfulness in constructing trades with asymmetric risk / reward profiles
  • Not reliant upon leverage to generate returns

Custom Due Diligence

 

Concentrated Portfolio

No single systematic "cookie-cutter" approach

 

Each manager provides unique and diversifying exposures

     

Avoidance of Tail Risk

 

Strong Sell Discipline

We avoid managers exhibiting:

  • Excessive leverage
  • Extreme concentration
  • Asset/liability mismatches
  • Excessive market directionality
  • Lapses in operational oversight
 

Redemption drivers include:

  • Deviation from stated mandate
  • Manager no longer fits in overall portfolio
  • Material changes to risk profile
  • Significant staff turnover
  • Dramatic underperformance
 

Additional Information

For more information regarding our capabilities or to provide information on a potential investment, please contact us at nbalternatives@nb.com.

Management

David G. Kupperman, PhD
Co-Head, NB Alternative Investment Management
21 Years of industry experience
9 Years with Neuberger Berman
Jeff Majit, CFA
Co-Head, NB Alternative Investment Management
21 Years of industry experience
20 Years with Neuberger Berman
Fred Ingham
Head of International Hedge Fund Investments
22 Years of industry experience
15 Years with Neuberger Berman
Ian Haas, CFA
Head of Quantitative and Directional Strategy Research
20 Years of industry experience
20 Years with Neuberger Berman