Equities

equities

Fundamental, quantitative and alternative offerings spanning market capitalizations and regions allow for opportunity for bespoke solutions to meet unique client needs.

Equities by the Numbers1

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Assets Under Management

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Investment Professionals

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Research Analysts

Our Strategies

Our independent teams integrate fundamental and quantitative approaches through a shared research and analytics platform—collaborating across regions to build bespoke equity solutions that align with each client’s goals.

U.S. Large & All Cap

Broad exposure across the U.S. equity spectrum, from mega‑cap leaders to all‑cap opportunities.
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U.S. Small & Mid Cap

Targeted access to small‑ and mid‑cap growth potential, with the ability to move across the cap range.
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Global & Regional

Strategies that span global markets or focus on specific regions, delivering equity exposure beyond the U.S.
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Systematic

Quantitative equity strategies that apply data‑driven research and advanced analytics across global markets.

Thematic

Equity strategies looking to tap into enduring global shifts - from technology and climate to demographic and social change.
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Diversifiers

Strategies designed to reduce volatility and mitigate risk to protect portfolios, providing stability when markets shift.
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Custom Direct Investing

A Separately Managed Account (SMA) platform customizing equity portfolios to client specifications around taxes, personal values, factor tilts and risk guidelines.
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Featured Funds

Equity

NBSLX | Quality Equity Fund

As long-term owners, we seek to achieve attractive performance with lower volatility over a market cycle by investing in high-quality companies as per our investment process, philosophy and Sustainable Investment Criteria.

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Equity

NLSIX | Long Short Fund

Long-biased, fundamentally-driven long/short strategy unconstrained by market cap, sector, or style.

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Equity

NBPIX | Large Cap Value Fund

Actively managed large cap value fund that seeks to outperform by identifying undervalued businesses with a catalyst for price appreciation.

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Equity Outlook 3Q 2026: Broadening Earnings Growth Meets Elevated Volatility

We believe the market will continue to rally—driven by broadening earnings, not multiple expansion—though the grind higher may be bumpier as risk mounts.

Equity Outlook 3Q 2026