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Neuberger Berman Genesis Fund Institutional Class (NBGIX)
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65.82
-0.04
-0.06%
07:00:00 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 2.63B
Neuberger Berman Genesis Instl
65.82
-0.04
-0.06%
- Overview
- Profile
- Historical Data
- Holdings
Neuberger Berman Genesis Fund Institutional Class Overview
On this page you'll find an in-depth profile of Neuberger Berman Genesis Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of NBGIX among other information.
Investment Strategy
The investment seeks growth of capital. The fund invests mainly in common stocks of small-capitalization companies, which it defines as those with a total market capitalization within the market capitalization range of companies in the Russell 2000® Index at the time of initial purchase. It may continue to hold or add to a position in a company after its market capitalization has moved outside the range of the Russell 2000® Index. The fund seeks to reduce risk by diversifying among many companies and industries.
Contact Information
Address
1290 Avenue of the Americas
New York,NY 10104
United States
New York,NY 10104
United States
Phone
800-877-9700
Fax
212-476-9192
Web
www.nb.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Gregory G. Spiegel | Co-Portfolio Manager | 2015 | Now |
| Biography | Gregory G. Spiegel is a Managing Director of Neuberger Berman Investment Advisers LLC. Mr. Spiegel has been a member of the Small Cap Group since 2012. Mr. Spiegel joined the firm in 2012. Mr. Spiegel joined as an Associate Portfolio Manager in 2015 and became co-Portfolio Manager in August 2019. Prior to joining the firm, Mr. Spiegel was the Director of Research at another firm, covering global equities and overseeing that firm’s research analysts from 2010 to 2012. | ||
| Brett S. Reiner | Co-Portfolio Manager | 2005 | Now |
| Biography | Brett S. Reiner is Managing Directors of Neuberger Berman Management LLC and Neuberger Berman LLC., his employer since 2000. He has been members of the Small Cap Group since 2003. | ||
| Robert W. D'Alelio | Managing Director | 1997 | Now |
| Biography | Robert D'Alelio joined Neuberger Berman in 1996. He is a managing director and portfolio manager on the Small Cap Value Equity team. Previously, he spent fifteen years at Putnam Investments as an equity analyst and later, a senior vice president and portfolio manager. Bob began his investment career in 1979 as an analyst at the Bank of New England. He received a B.A. from the University of Massachusetts and an M.B.A. from Babson College. | ||
| Judith M. Vale | Managing Director | 1994 | 2023 |
| Biography | Judy Vale, CFA, Managing Director, joined the firm in 1992. Judy is a Portfolio Strategist on the Small Cap Team. Previously, she was a portfolio manager at Quest Advisory and a senior fund analyst at Merrill Lynch Asset Management. Judy began her investment career in 1980 as an institutional analyst at Ingalls & Snyder. She earned a BA from Yale University and has been awarded the Chartered Financial Analyst designation. | ||
| Michael L. Bowyer | Vice President | 2005 | 2016 |
| Biography | Bowyer is a vice president of Neuberger Berman Management Inc. and managing director of Neuberger Berman, LLC. Bowyer has been a member of the small cap group since 2001. | ||
| Kevin R. O' Brien | Portfolio Manager | 2001 | 2002 |
| Biography | Mr. O’Brien has been a portfolio manager at Prospector Partners, LLC since 2003 and has been a portfolio manager or securities analyst for more than twenty-five years. Mr. O’Brien is also an Executive Vice President of Prospector Funds, Inc. In addition, from April 2003 through August 2005, Mr. O’Brien served as a Managing Director of White Mountains Advisors, LLC. From April 1996 through April 2003, Mr. O’Brien was an employee of Neuberger Berman, where he began as an investment analyst (1996-1999), served as Vice President (1999-2001), and Managing Director (2001-2003). At the end of Mr. O’Brien’s tenure at Neuberger Berman, Mr. O’Brien’s responsibilities included the co-management of equity assets of institutional investors and mutual funds. At Neuberger Berman, Mr. O’Brien served as co-manager of the Neuberger Berman Genesis Fund. Mr. O’Brien was responsible for following stocks in the financial services, consumer, and technology sectors. From 1991 through 1996, Mr. O’Brien was an employee of Alex, Brown & Sons, where he was an analyst following the financial services industry. His coverage universe included property-casualty insurance, specialty finance, asset management, and diversified financial services. Mr. O’Brien received a B.S. magna cum laude from Central Connecticut State University in 1986. Additionally, Mr. O’Brien received a Chartered Financial Analyst designation in 1995. | ||
| Stephen E. Milman | Partner, Senior Portfolio Manager | 1988 | 1995 |
| Biography | Milman is a partner and senior portfolio manager with Neuberger & Berman Management, his employer since July 1983. He earned his Chartered Financial Analyst designation in 1969. Milman was born June 17, 1937. | ||
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