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Neuberger Berman US Small Cap Intrinsic Value Class I - Accumulation (GBP)

Sell:942.00p Buy:942.00p Change: 35.00p (3.58%)
Prices as at 4 April 2025
Sell:942.00p
Buy:942.00p
Change: 35.00p (3.58%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Prices as at 4 April 2025
Sell:942.00p
Buy:942.00p
Change: 35.00p (3.58%)
Prices as at 4 April 2025
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Our view on this Fund

This fund does not feature on the Wealth Shortlist of funds our analysts believe have the potential to outperform their peers over the long term. This is not a recommendation to sell; however, if you are thinking of adding to your investments, we believe the Wealth Shortlist is a good place to start. View funds on the Wealth Shortlist »

Our view on the sector

Our view on the sector for this fund is not available.

Performance Analysis

Performance analysis for this fund is not available.

Investment Philosophy

Investment philosophy for this fund is not available.

Process and Portfolio Construction

Process and portfolio construction for this fund are not available.

question mark Manager Track Record Based on HL Quantitative Research

This information is currently unavailable.

Fund Track Record

04/04/20 to 04/04/21 04/04/21 to 04/04/22 04/04/22 to 04/04/23 04/04/23 to 04/04/24 04/04/24 to 04/04/25
Annual return n/a 9.49% -10.37% 11.17% -12.38%

Please remember past performance is not a guide to future returns. Where no data is shown, figures are not available. This information is provided to help you choose your own investments, remember they can fall as well as rise in value so you may not get back the original amount invested.

Information about the fund

Fund manager biography

manager photo
Manager Name: Amit Solomon
Manager start date: 30 April 2015
Manager located in: London

Amit Solomon, PhD, Managing Director, joined the firm in 2008 when David J. Greene and Company was acquired by Neuberger Berman. Amit is a Research Analyst for the Neuberger Berman Intrinsic Value strategies and a co-Portfolio Manager for the Small Cap Intrinsic Value Fund. Prior to the acquisition, he was a Principal and a Research Analyst at David J. Greene and Company, LLC. His responsibilities included fundamental research and quantitative portfolio analysis. Previously, he was a Vice President in the Investment Banking division of Salomon Smith Barney, where he advised technology, media, telecom, and industrial clients on capital structure, valuation, and M&A issues. Before obtaining his PhD, Amit co-founded and held management positions with several early stage software companies. He has lectured at MIT and is the author of several professional and academic research papers in the field of Finance. Amit holds a BA in Economics and Mathematics from Tel Aviv University and a PhD in Financial Economics from the Massachusetts Institute of Technology.

manager photo
Manager Name: James McAree
Manager start date: 30 April 2015
Manager located in: London

James F. McAree, Managing Director, joined the firm in 2008 when David J. Greene and Company was acquired by Neuberger Berman. Jim is a Research Analyst for the Neuberger Berman Intrinsic Value strategies and a co-Portfolio Manager for the Small Cap Intrinsic Value Fund. Prior to the acquisition, he was a Principal and Research Analyst at David J. Greene and Company, LLC where he was responsible for stock recommendations and ongoing research. Previously, he was a Senior Vice President at Investment Counselors of Maryland where he was the co-manager of a $1.5 billion institutional Small Cap stock mutual fund. Prior to that, Jim spent five years at Lazard Frères & Co. LLC as a sell-side equity Research Analyst and two years at Dillon Capital Management as an Equity Analyst. He also spent five years as a general partner at McBell Management, a residential real estate development partnership. He holds a BS in General Engineering from the United States Military Academy and an MBA in Finance from the University of Michigan.

manager photo
Manager Name: Benjamin H. Nahum
Manager start date: 30 April 2015
Manager located in: London

Benjamin H. Nahum, Managing Director, joined the firm in 2008 when David J. Greene and Company was acquired by Neuberger Berman. Benjamin is the Portfolio Manager for the Neuberger Berman Small/SMid Cap Intrinsic Value strategy. Prior to the acquisition, he was an Executive Vice President and Principal at David J. Greene and Company, LLC where he managed the Small/SMid cap strategies since inception in 1997. He was also a member of the firm's investment committee. During his tenure as Portfolio Manager, Small/SMid cap AUM has grown from $7.0 million to its current size. Benjamin holds a BA from Clark University and a JD from Brooklyn Law School.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Benchmark data provided subject to this disclaimer.
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account