Select Your Location
View available investments and insights in your market
Americas
Europe and the Middle East
Asia Pacific

Strategic Income Fund

The content you are trying to access is not available for the global audience.

Strategic Income Fund

Mutual Funds | Fixed Income

Strategic Income Fund

YTD RETURN

0.00%

Overview
Flexible fixed income fund designed for all markets, seeking consistent income, strong total return and investment grade bond-like volatility over a medium- to long-term horizon.

Why Invest

Multi-Sector Bond Fund Can Dynamically Invest Across Entire Fixed Income Opportunity Set

Portfolio managers allocate to where they find the most attractive investment opportunities

Portfolio Managers Utilize a Tactical Approach

The Fund‘s dynamic approach to sector and interest rate positioning gives the team flexibility to invest in opportunities across fixed income with no persistent biases or tilts

Experienced Investment Team Leverages the Entire NB Fixed Income Platform

Fund portfolio managers average 25+ years of experience, backed by 195+ team members spread across several global locations

00:00
00:00
Quarterly Video Commentary
Chief Investment Officer – Fixed Income Ashok Bhatia provides a Fund update for 2024
Portfolio Management Team
Ashok Bhatia, CFA
Chief Investment Officer and Global Head of Fixed Income
Chicago
Thanos Bardas, PhD
Senior Portfolio Manager and Global Co-Head of Investment Grade
Chicago
David M. Brown, CFA
Senior Portfolio Manager and Global Co-Head of Investment Grade
Chicago
Ashok Bhatia, CFA, Chief Investment Officer and Global Head of Fixed Income
Ashok K. Bhatia, CFA, Managing Director, joined the firm in 2017. Ashok is Chief Investment Officer and Global Head of Fixed Income, and a member of Neuberger Berman's Partnership and Asset Allocation Committees and Fixed Income's Investment Strategy Committee. Previously, Ashok has held senior investment and leadership positions in several asset management firms and hedge funds, including Wells Fargo Asset Management, Balyasny Asset Management and Stark Investments. Ashok has had investment responsibilities across global fixed income and currency markets. Ashok began his career in 1993 as an investment analyst at Morgan Stanley. Ashok received a BA with high honors in Economics from the University of Michigan, Ann Arbor, and an MBA with high honors from the University of Chicago. He has been awarded the Chartered Financial Analyst designation.
Thanos Bardas, PhD, Senior Portfolio Manager and Global Co-Head of Investment Grade
Thanos Bardas, PhD, Managing Director, joined the firm in 1998. Thanos is the Global Co-Head of Investment Grade and serves as a Senior Portfolio Manager on Global Investment Grade and Multi-Sector Fixed income strategies. He sits on the firm’s Asset Allocation Committee and Fixed Income’s Investment Strategy Committee, and is a member of the Fixed Income Multi-Sector Group. Thanos also leads the Global Rates team in determining rates exposure across various portfolio strategies and oversees both inflation and LDI investments. Thanos graduated with honors from Aristotle University, Greece, earned his MS from the University of Crete, Greece, and holds a PhD in Theoretical Physics from State University of New York at Stony Brook. He holds FINRA Series 7 and Series 66 licenses.
David M. Brown, CFA, Senior Portfolio Manager and Global Co-Head of Investment Grade
David Brown, CFA, Managing Director, rejoined the firm in 2003. Dave is Global Co-Head of Investment Grade, Co-Head of Multi-Sector Fixed Income, a member of the Fixed Income Investment Strategy Committee, and acts as Senior Portfolio Manager on both Global Investment Grade and Multi-Sector Fixed Income strategies. Dave also leads the Investment Grade Credit team in determining credit exposures across both Global Investment Grade and Multi-Sector Fixed Income strategies. He initially joined the firm in 1991 after graduating from the University of Notre Dame with a BA in Government and subsequently received his MBA in Finance from Northwestern University. Prior to his return, he was a senior credit analyst at Zurich Scudder Investments and later a credit analyst and portfolio manager at Deerfield Capital. Dave has been awarded the Chartered Financial Analyst designation.
Robert Dishner
Senior Portfolio Manager and Head of Trading London
London
Thomas Sobanski
Portfolio Manager
Chicago
Robert Dishner, Senior Portfolio Manager and Head of Trading London
Robert Dishner, Managing Director, joined the firm in 2019. Robert is a Co-Manager on Global Bond Portfolios as well as a Senior Portfolio Manager on the Multi Sector Fixed Income team. Prior to joining the firm, Robert was a Portfolio Manager at Balyasny Asset Management, focused on cross-asset macro investing including Emerging and Developed Market Rates, Credit, Equity and FX. From 2003 to 2010, Robert worked at Stark Investments where he was a Principal of the firm, and held various roles including Co-Head Distressed Trading, Head Equity Long/Short for Europe and the Americas and Co-Head Emerging Markets. Previously, Robert worked at UBS Warburg as a HY Healthcare Analyst as well as in their distressed advisory business, Chilmark Partners (Zell/Chilmark Fund), a distressed buyout and advisory firm and started his career at GE Capital in 1991 in their Corporate Finance Group. Robert holds a BSB from the University of Minnesota Carlson School of Management.
Thomas Sobanski, Portfolio Manager
Tom Sobanski, CFA, Senior Vice President, joined the firm in 2015. Tom is a Portfolio Manager on the Multi-Sector Fixed Income team strategies. Tom is the lead portfolio manager for Canadian multi-sector fixed income strategies and serves as an additional portfolio manager for global multi-sector funds. Prior to this role, Tom worked as a trader focused on interest rate strategies. Before joining Neuberger Berman, he worked at Guggenheim Partners as an Analyst and as a Consultant at Northern Trust. He earned a BBA in Finance from the University of Iowa and has been awarded the Chartered Financial Analyst designation.
Latest Thinking
Featured Funds