路博邁投資基金 - NB美國小型企業基金B累積類股(美元)
透過公司關鍵矩陣及總體經濟因素分析選擇投資標的，而達到資本增值。 此投資組合將主要投資於小型資本公司發行之股權證券，該等公司在美國設有總部或於美國從事最主要之經濟活動，且在認可市場中上市或交易。 此投資組合試圖找出價值被低估，但其當前股價以及資產負債表強勁的公司，且該等公司的財務實力主要建立在現有的營業種類，而非預期增長。辨別該等公司的因素包括： • 高於平均的報酬； • 已確立的市場優勢； • 可能使新競爭者難以進入市場的情況 ； • 支援其增長的財務能力；及 • 良好的預期經濟發展。
Vale is a managing director and portfolio manager on the Small Cap Value Equity team. She joined Neuberger in 1992. 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. Vale holds the Chartered Financial Analyst designation.
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.