The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NBGAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the NBGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of NBGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Quality small-cap strategy.
Chris Tate
Senior Analyst
Summary
Though a changing of the guard may be under way, Neuberger Berman Small Cap’s healthy mix of veterans and future leaders and sensible approach support a positive outlook.