Joe Amato

NBBD-IM offers clients investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions that bring them all together. For equity investments, the firm tends to focus on stocks with solid balance sheets, relatively low price-to-earnings ratios, low price-to-cash flow ratios, strong cash flows, above-average yields, sustainable earnings growth, reasonable valuation multiples relative to growth prospects, sound franchise values and significant insider ownership. They use both top-down and bottom-up analysis to select investments. In addition, the firm uses options and futures and occasionally invests in ADRs and private equity opportunities.

Provides brokerage services

Functions as a College/University

Provide brokerage services

Provides teachers and educational services to communities

Provides investment banking services

Acts as Closed-End Investment Fund/Investment Trust

NB Europe is an active, long-term manager which fosters an investment culture of fundamental research and independent thinking. They have no house view and promote an investment culture built on active, risk-disciplined strategies. Their investment focus is global, with a focus on the US, Europe and emerging markets. The firm conducts in-house fundamental analysis with bottom-up and top-down approaches to make investments. Their investment approach is based on a disciplined, risk-focused process.

NBIA offers investment solutions across asset classes, styles, capitalizations and geographies in both public and private markets, as well as multi-asset class solutions. The firm’s investment teams employ distinct investment processes that incorporate various methods of securities analysis.

Operates as primary and secondary school

Neuberger Berman Group’s investment philosophy is founded on active management, fundamental research and engaged ownership. The firm invests across investment disciplines—equity and credit, public and private, long and short, large and small. They believe that material environmental, social and governance (ESG) characteristics are an important driver of long-term investment returns from both an opportunity and a risk mitigation perspective.

Provides investment advice

Pooled Investment Fund

Neuberger Berman invests in companies located in the United States and United Kingdom. The firm targets companies across a broad range of sectors and industries. It provides financing for growth, buyout, special situation stage capital requirements.

Functions as investment fund

NBEC CLO XXII SP operates as a pooled investment fund. The company was incorporated in 2016 and is headquartered in Chicago, IL.

Functions as an investment fund

Functions as an investment holding company

Functions as a closed-end investment fund or Investment trust