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Thematic Investing at Neuberger Berman
We believe thematic investing presents investors with a compelling and innovative means of generating alpha. Thematic investing is about looking to the future and seeking to identify the key mega-trends impacting our society and economy. Many of these trends are driven by technology disruption, which is unfolding rapidly, with winners and losers emerging from this race. We believe this creates a broad range of powerful opportunities for active investors.
Thematic Investing at Neuberger Berman
Neuberger Berman Next Generation Space Economy Fund introduction
KEY THEMES
We seek to identify mega-trends and disruptions that have the ability to impact multiple sectors for many years. Our focus is on near-term inflection points that have potential to drive accelerated adoption. Investing in themes that have the power to profoundly change our lives over the long term often means they will interact and overlap, with many technologies interdependent on one another. Investors can combine or focus on specific themes and choose whether to access these on a global or more local basis.
Transportation
Technological innovation in autonomous, electric and connected vehicles is having a revolutionary impact on the transportation industry moving toward safer, more efficient and environmentally-friendly solutions
Connectivity
As 5G connectivity replaces 4G over the next decade, we believe it will be at the heart of how our world works, and that this will be an increasingly critical driver of growth for societies around the world
Space Economy
The Space Economy touches our lives every day in many different ways from ATM transactions, air traffic control and ride sharing apps with growing opportunities across precision agriculture, environmental monitoring and medical research.
Sustainability-Themed Investing
Thematic investing can involve investing in technologies which address sustainability concerns and actively advance the United Nations’ Sustainable Development Goals. For example, 5G connectivity relates particularly strongly to SDG #9: Industry, Innovation and Infrastructure, as it entails building sustainable and resilient infrastructure to support economic development with equitable access for all.

Additionally, our thematic investment specialists systematically evaluate environmental, social and governance factors as part of their investment process. Our investment solutions adhere to our Investment Criteria and exclude securities prohibited by our Enhanced Sustainable Exclusions policy. And our teams believe in substantive engagement and accountable, active ownership.

Our teams aim to invest in companies positioned to sustainably benefit from long-term structural change. Some of our thematic investment solutions have been awarded the Febelfin Label1 for sustainable and socially responsible financial products. Neuberger Berman has been awarded top scores in the most recent UN-backed Principles for Responsible Investment (PRI) assessment report2 for its overarching approach to ESG strategy and governance, and integration across asset classes. It has also been named a Leader, a designation awarded to fewer than 1% of investment firms for excellence in ESG practices.
Sustainable Sustainable_Development_Goals_logo_Thematic_investing_white_4
OUR SOLUTIONS
Our thematic, forward-looking portfolios aim to invest in some of the most compelling trends and technologies identified by our thematic equity investment experts. We manage over $11bn of assets across thematic equities (as at 30 September 2021). Our investment solutions allow investors to target specific themes or regions of interest.
OUR PHILOSOPHY
With any investment theme we consider, we look to identify the following three features:
Large addressable market with a broad investable universe
Multi-year runway with long-horizon opportunities
Near-term inflection points driving accelerating pace of change

In addition, we look to identify environmental, social and governance risks and opportunities when evaluating the themes which we believe have the potential to offer long-term sustainable growth. We believe some of these developments have the potential to profoundly change our lives over the long term.

As such, we think thematic investing can have a dramatic impact; thus it forms a core part of our equity investing platform. Our dedicated thematic and research team are focused on identifying the investment opportunities within this space:

OUR GLOBAL THEMATIC TEAM
Timothy Creedon
全球股權研究總監
董事總經理
Hari Ramanan
首席投資總監—研究基金
董事總經理
Yan Taw (YT) Boon
研究分析總監(亞洲)
董事總經理
Michael Barr
高級研究分析員
董事總經理
Timothy Creedon, 全球股權研究總監, 董事總經理
Timothy Creedon, CFA, Managing Director, joined the firm in 2005 and is Director of Research for the Global Equity Research Department. Prior to his appointment as Director of Research, Tim served as an equity analyst covering Consumer Staples companies for the department. Previously, he spent three years working as a sell-side research associate at Lehman Brothers, also covering consumer stocks, and two years working in the Private Equity group at Lehman Brothers, where he was responsible for analyzing and executing investments in early stage telecom/media companies. Tim began his career at Merrill Lynch, where he spent two years working in Investment Banking, covering the telecommunications industry. He is a CFA charterholder and graduated magna cum laude from Georgetown University’s School of Foreign Service with a concentration in International Economics.
Hari Ramanan, 首席投資總監—研究基金, 董事總經理

Hari Ramanan, Managing Director, joined the firm in 2019. Hari is a Portfolio Manager and CIO of Research Funds at Neuberger Berman and leads the investing activities of the firm’s research-centric core and thematic funds. Prior to joining Neuberger Berman, Hari was Managing Partner of Valarc Holdings, a long-biased hedge fund backed by endowments and foundations to invest in a concentrated portfolio of globally traded equities that it looked to own for multiple years. In addition, the firm opportunistically took short positions in individual companies globally. Before founding Valarc in 2014, he served as a Portfolio Manager and Head of International Equities at Eminence Capital, a $7 billion equity long-short investment firm investing in quality companies globally. He joined Eminence in 2007 with a mandate to spearhead the firm’s international investing efforts. Prior to Eminence, Hari was a Managing Director and Portfolio Manager at Basso Capital, a multi-strategy investment firm in Connecticut where he focused on European equity and distressed debt investments. Hari began his career at Lehman Brothers Private Equity Division in New York. He subsequently worked for Advent International, the global private equity firm, in London and focused on European buyouts. Hari earned his Bachelor of Arts, magna cum laude, in Mathematics and Economics from Knox College in 2000. Hari served on the Board of Trustees of Knox College and its Investment Committee from 2009 to 2019.

Yan Taw (YT) Boon, 研究分析總監(亞洲), 董事總經理

(溫演道) Yan Taw Boon於2013年加入路博邁,目前任職於香港,擔任亞洲研究部主管,以及自動駕駛汽車、新世代聯網、與新世代行動通訊等路博邁主題式投資組合之共同經理人。擔任亞洲研究總監之前,Yan Taw Boon曾擔任股票研究分析師,負責研究亞洲科技與電信產業。在此之前,Yan Taw Boon曾於瑞士信貸(香港)任職2.5年,擔任賣方研究分析師並負責研究亞洲科技產業。進入投資產業之前,Yan Taw Boon曾於ARM (英國)、Cadence(英國)、Broadcom(英國)與華為(香港,中國)等半導體公司擔任微處理器設計工程師,於科技產業任職時間長達9年以上。Yan Taw Boon擁有英國南安普敦大學電機學士學位與英國愛丁堡大學系統整合碩士學位。

Michael Barr, 高級研究分析員, 董事總經理
Michael Barr, Managing Director, joined the firm in 2006. Michael is an Senior Research Analyst for the Global Equity Research Department. His coverage responsibilities include Commercial Aerospace, Airlines, Defense, Transportation and Specialty Metals. Before joining the firm, Michael spent two years as a research analyst at Shockoe Capital in Richmond, VA. Prior to that, from 1999-2004, Michael was an associate analyst at Prudential Equity Group in New York where he covered both the Aerospace and Defense sectors as well as Transportation and Airlines. Michael received his BA in Economics from the University of Virginia in 1999.
STRATEGY SPOTLIGHT: ALPHA GENERATORS
Investors seeking alpha generation, our US equity funds may also be of interest.
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