Conversation with Joseph V. Amato
"We’re deeply committed to our investment culture—an environment that encourages original and independent thinking"
~ Joseph V. Amato, President and Chief Investment Officer—Equities
Equities
Equities
CIO WEEKLY PERSPECTIVES
Back to Business
After a year of tumultuous elections, investors can now refocus on company fundamentals—and the outlook is more nuanced than it might seem.
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NB Insights
Our white papers, insights articles and videos explore the latest industry and market trends.
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Equities
PLATFORM OVERVIEW
Fundamental, quantitative and alternative offerings spanning market capitalizations and regions provide opportunity for bespoke solutions to meet unique client needs.
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Equities
4Q 2024
Equity Market Outlook
Despite a slowing U.S. economy, we reaffirm many of our Q3 recommendations and think the odds of an imminent recession remain low.
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Our Philosophy
Alpha generation is the priority for our specialist investment teams, which leverage deep firm resources and expertise, including global research, data science and ESG capabilities
Deep Research
Highly experienced, sector-focused research analysts develop company ratings for the firm’s portfolio management teams, partnering in the rigorous exchange of ideas to drive differentiated investment views
Data Science
Machine learning, natural language processing and cloud computing analyze ~6TB of novel data daily to provide deeper understanding of economic, industry and company fundamentals
Infrastructure
Industry-leading technology, independent risk management and real-time trading capability across all time zones
Our Platform
$141bn
of assets under management across an integrated global platform comprised of
279 investment professionals, including 55 research analysts
279 investment professionals, including 55 research analysts
U.S. LARGE & ALL CAP
U.S. SMALL & MID CAP
GLOBAL & REGIONAL
EMERGING MARKETS
THEMATIC
REAL ESTATE & INCOME
QUANTITATIVE
ALTERNATIVES
Equities Portfolio Management Centers
80+ Years of Leadership and Innovation in Equity Investing, Since 1939
ESG, Sustainable & Impact
Material environmental, social and governance factors are important drivers of long-term investment returns from both an opportunity and a risk-mitigation perspective
Innovative Strategies
Diverse range of investment strategies, including strategies focused on assessing financially material factors and strategies with outcomes-focused objectives such as impact, climate transition and avoidance-based.
Proprietary Views
4,000+ systematically developed NB ESG Quotient™ ratings for companies based on financially material factors1
NB Votes
43 proxy votes published in advance and voted on behalf of our clients, an important component of creating shareholder value2
Active Engagement2
We believe close engagement with management on ESG issues has the potential to create economic value while reducing risk
3,256
engagements with equity issuers
34%
on environmental issues
49%
on social issues
95%
on governance issues
Latest Thinking
Insights
NB Blog | December 2024
Trump 2.0 and the Semiconductor Supply Chain
- Donald Trump’s re-election could accelerate efforts to localize semiconductor production and spark more “friend-shoring” across Southeast Asia.
NB Blog | November 2024
Small Caps: What You Don't Know But Should
- Small cap stocks span a wide range of characteristics and performance drivers that we believe index funds are not built to exploit.
White Paper | September 2023
The Active Foundations of Sustainable Investing
- As ESG and sustainability indices proliferate, we argue that sustainable investing is inherently an active management discipline.
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