An Introduction to The Straus Group

In this video, Marvin Schwartz presents a brief history of Neuberger Berman – its unique culture and client focus– and discusses The Straus Group and their extensive experience, research orientation and work ethic.

This material is intended as a broad overview of the portfolio manager's current style, philosophy and process. This material is presented solely for informational purposes and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. Information is obtained from sources deemed reliable, but there is no representation or warranty as to its accuracy, completeness or reliability. All information is current as of the date of this material and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Third-party economic or market estimates discussed herein may or may not be realized and no opinion or representation is being given regarding such estimates. Certain products and services may not be available in all jurisdictions or to all client types. Indexes are unmanaged and are not available for direct investment. Investing entails risks, including possible loss of principal. Past performance is no guarantee of future results.

The portfolio managers of The Straus Group may make both collective and independent investment decisions for client portfolios. As a result, portfolios will experience greater dispersion (e.g., variation in individual portfolio manager’s investment performance) than they otherwise would, had all investment decisions been made collectively. Dispersion can also be impacted by factors including, but not limited to, individual client investment objectives and guidelines, tax considerations, firm and regulatory trading restrictions, allocation of investment opportunities, order of execution, and method and timing of funding. The Straus Group manages accounts that may have concentrated holdings. A strategy that invests a higher percentage of its assets in any one issuer could increase the risk of loss and volatility, because the value of issue holdings would be more susceptible to adverse events affecting that issuer.

Neuberger Berman LLC is a Registered Investment Advisor and Broker-Dealer. Member FINRA/SIPC.

The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.