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US Small Cap Fund

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Funds > Equity > US Small Cap Fund

US Small Cap Fund

Seeks to identify what we believe are attractively valued stocks of quality smaller cap companies with sustainable growth prospects

  • The Team defines quality as companies with the ability to generate significant free cash flow, above-average profitability supported by competitive barriers to entry, generally strong balance sheets, and less volatile / less economically sensitive businesses
  • 9 person team, 4 Portfolio managers have an average of 30 years industry experience, Co-Heads of Small Cap Team have been managing the strategy together since 1997

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.
Smaller Companies Risk: In respect of Portfolios which may invest in small capitalisation companies, such investments involve greater risk than is customarily associated with larger, more established companies due to the greater business risks of small size, limited markets and financial resources, narrow product lines and a frequent lack of depth of management.
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

Judith Vale, CFA
Senior Portfolio Manager
41 Years of Industry Experience
28 Years with Neuberger Berman
Robert W. D'Alelio
Senior Portfolio Manager
42 Years of Industry Experience
24 Years with Neuberger Berman
Brett Reiner
Portfolio Manager
21 Years of Industry Experience
20 Years with Neuberger Berman
Gregory G. Spiegel
Portfolio Manager
26 Years of Industry Experience
9 Years with Neuberger Berman