Neuberger Berman has unveiled a new Long Short Equity Fund for investors seeking long-term capital appreciation, principal preservation and reduced volatility from the US equity market.
The new US Long Short Equity Fund, a sub-fund of its Irish-domiciled UCITS fund umbrella, will be managed by Charles Kantor and will use an all cap, bottom up investment approach.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
The fund will invest in long businesses with strong management teams and compelling valuations, while short positions will aim to generate alpha or provide insurance to manage exposure and reduce risks.
Neuberger Berman said that the fund will be able to invest in fixed income and equities outside the US and Canada.
Additionally, Kantor’s team will also be supported by the firm’s proprietary equity and fixed income trading desks, a centralised global equity research department, and risk oversight specialists.
Kantor said: "The timing is especially appropriate as we anticipate increased equity volatility driven by the challenges of unwinding unprecedented Fed liquidity and a business cycle that is in the later stages."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataDik van Lomwel, head of EMEA and Latin America, said: "Investors have embraced the fund’s ‘non-traditional’ investment approach to the asset allocation conundrum we face in a low interest rate world combined with the positive performance generated by Charles Kantor and his team and the scale that Neuberger Berman brings to the investment process."
