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US Multi Cap Opportunities Fund

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Funds > Equity > US Multi Cap Opportunities Fund

US Multi Cap Opportunities Fund

A fundamental research-driven strategy that invests across the market capitalization and style spectrum emphasizing free cash flow and capital structure to identify mispricings and opportunities

  • Seeks most attractive investment opportunities across three distinct categories: Special Situations, Opportunistic, and Classic
  • Bottom-up approach with an emphasis on free cash flow and capital structure analysis
  • Focused portfolio with high active share
  • Experienced investment team with attractive long-term track record

The fund fully complies with the Sustainable Finance Disclosure Regulation (the “SFDR”) and is classified as an Article 8 SFDR fund. Neuberger Berman take sustainability and the promotion of Environmental, Social, Governance (“ESG”) very seriously and incorporates them into our investment process.

Key Risks

Market Risk: The risk of a change in the value of a position as a result of underlying market factors, including among other things, the overall performance of companies and the market perception of the global economy.
Liquidity Risk: The risk that the Fund may be unable to sell an investment readily at its fair market value. In extreme market conditions this can affect the Fund’s ability to meet redemption requests upon demand.
Counterparty Risk: The risk that a counterparty will not fulfil its payment obligation for a trade, contract or other transaction, on the due date.
Operational Risk: The risk of direct or indirect loss resulting from inadequate or failed processes, people and systems including those relating to the safekeeping of assets or from external events.
Currency Risk: Investors who subscribe in a currency other than the base currency of the Fund are exposed to currency risk. Fluctuations in exchange rates may affect the return on investment. The past performance shown is based on the fund and is not specific to the share class. If the currency of the fund is different from your local currency, then you should be aware that due to exchange rate fluctuations the performance shown may increase or decrease if converted into your local currency.

Pricing/Performance

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Product Characteristics

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Management Team

Richard S. Nackenson
Senior Portfolio Manager
30 Years of Industry Experience
21 Years with Neuberger Berman