Neuberger Berman Genesis Tr (NBGEX)
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Date updated:06-22-2009
According to the Neuberger Berman website, the NB Genesis Fund
“Invests mainly in common stocks of small-capitalization companies. Seeks undervalued companies whose current product lines and balance sheets are strong. The Portfolio regards companies with market capitalizations of up to $1.5 billion at the time of investment as small-cap companies.”
As of Q3 2006 the fund has assets under management of $10.8 Billion. The fund is 95% invested in stocks with portfolio turnover of close to 20%.
Genesis’ biggest industry exposure is in Energy, Healthcare and Industrials.
The fund is managed by Judith M. Vale, who has been the Lead Manager since 1994. Previous to working at NB, Vale was a portfolio manager at Quest Advisory and a fund analyst with Merrill Lynch Asset Management. She holds a CFA certification and has been in the industry for 18 years.
In the fund’s Q3 outlook and commentary, Vale was quoted as saying “We continue to be cautious in our market outlook. Over the past few years, the American consumer
has borrowed against the future, as low interest rates and lax loan standards have encouraged leverage. With slowing economic growth and a weakening housing market, this problem could come home to roost, forcing homeowners to rein in spending and cutting into consumer demand. More broadly, although foreign economic growth may provide some solace to the domestic economy, we don’t think it will be enough to make up for a major consumer slowdown, should that occur .As always, we are focusing on “steady Eddie” companies with highly profitable, defensible niches that generate free cash flow and offer long-term earnings visibility in a range of industries. However, our portfolio continues to have a defensive flavor, with limited exposure to the consumer and to what we think is a vulnerable Financial sector. “
For more information on the NB website:
http://search.nb.com/nbquery.html?col=nb§ion=&qt=genesis&qp=visitor_type%3Apublic
From Morningstar:
http://quicktake.morningstar.com/FundNet/Snapshot.aspx?Country=USA&pgid=hetopquote&Symbol=nbgex
The fund ranks in the top 7% of all funds in its Small Blend category over the last five years.
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