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

$167B

Assets Under Management

278

Investment Professionals

53

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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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.

U.S. Small & Mid Cap

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

Global & Regional

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

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.

Diversifiers

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

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.
Learn More

U.S. Small & Mid Cap

Targeted access to small‑ and mid‑cap growth potential, with the ability to move across the cap range.
Learn More

Global & Regional

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

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.
Learn More

Diversifiers

Strategies designed to reduce volatility and mitigate risk to protect portfolios, providing stability when markets shift.
Learn More

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

US Large Cap Value Fund

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

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Global Equity Megatrends Fund

Seeks to achieve long-term capital appreciation through investment in a high conviction, global all-cap equity portfolio of 20 to 30 companies supported by multiple long-term, global, secular shifts

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Next Generation Connectivity Fund

A thematic, forward-looking, global equity portfolio investing in key enablers and beneficiaries of 5G and future connectivity

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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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Featured Funds

Global Equity Megatrends Fund

Seeks to achieve long-term capital appreciation through investment in a high conviction, global all-cap equity portfolio of 20 to 30 companies supported by multiple long-term, global, secular shifts

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Event Driven Fund

A multi-strategy, market-neutral approach to equity event-driven investing that seeks to generate alpha-driven returns with low correlation to broader equity markets

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Next Generation Connectivity Fund

A thematic, forward-looking, global equity portfolio investing in key enablers and beneficiaries of 5G and future connectivity

Learn more

Featured Funds

Next Generation Connectivity Fund

A thematic, forward-looking, global equity portfolio investing in key enablers and beneficiaries of 5G and future connectivity

Learn more

Global Equity Megatrends Fund

Seeks to achieve long-term capital appreciation through investment in a high conviction, global all-cap equity portfolio of 20 to 30 companies supported by multiple long-term, global, secular shifts

Learn more

Next Generation Space Economy Fund

A thematic, forward-looking, global equity portfolio investing in key enablers and beneficiaries of the next generation space economy

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Featured Funds

Global Equity Megatrends Fund

Seeks to achieve long-term capital appreciation through investment in a high conviction, global all-cap equity portfolio of 20 to 30 companies supported by multiple long-term, global, secular shifts

Learn more

Next Generation Space Economy Fund

A thematic, forward-looking, global equity portfolio investing in key enablers and beneficiaries of the next generation space economy

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Short Duration Euro Bond Fund

An actively managed, diversified portfolio of mainly short term, Euro-denominated bonds that seeks to generate returns through dynamic alpha sources

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Featured Funds

Next Generation Connectivity Fund

A thematic, forward-looking, global equity portfolio investing in key enablers and beneficiaries of 5G and future connectivity

Learn more

Global Equity Megatrends Fund

Seeks to achieve long-term capital appreciation through investment in a high conviction, global all-cap equity portfolio of 20 to 30 companies supported by multiple long-term, global, secular shifts

Learn more

US Multi Cap Opportunities Fund

High conviction, multi-cap core portfolio, diversified across market capitalisation, sector and style

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Featured Funds

路博邁5G股票基金

全球第一家、台灣第一檔*,專注投資於5G的股票基金。

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路博邁台日雙星股票基金(本基金配息來源可能為本金)

參與台灣及日本企業的成長契機,隨時掌握最新產業脈動及主題趨勢

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Next Generation Connectivity Fund

A thematic, forward-looking, global equity portfolio investing in key enablers and beneficiaries of 5G and future connectivity

Learn more

Equity Outlook 4Q 2026: Rising Rates Shift the Balance of Risks

Underlying economic drivers remain healthy, but rising yields, potential earnings growth pressure and overall market fragility may warrant further caution.

Equity Outlook 4Q 2026: Rising Rates Shift the Balance of Risks

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