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You are here: Manager factsheet

Ashok Bhatia

 FE fundinfo Alpha Manager
Neuberger Berman Europe Ltd, Neuberger Berman Australia
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Manager profile
Ashok K. Bhatia, CFA, Managing Director, joined the firm in 2017. Ashok is the Deputy Chief Investment Officer for Fixed Income.He is a lead portfolio manager on multi-sector fixed income strategies and is also a member of the Multi-Asset Class portfolio management team, the Fixed Income Investment Strategy Committee and the firm’s Asset Allocation Committee. Previously, Ashok has held senior investment and leadership positions in several asset management firms and hedge funds, including Wells Fargo Asset Management, Balyasny Asset Management, and Stark Investments. Ashok has had investment responsibilities across global fixed income and currency markets. Ashok began his career in 1993 as an investment analyst at Morgan Stanley. Ashok received a BA with high honors in Economics from the University of Michigan, Ann Arbor, and an MBA with high honors from the University of Chicago. He has beenawarded the Chartered Financial Analyst designation.
Total return for Ashok Bhatia
Manager career performance
Discrete calendar year performance : Ashok Bhatia

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Ashok Bhatia 6.6 -2.6 0.7 1.3 3.9 3.8 2.9 -5.2 25.6 -0.1
Peer Group Composite 6.7 1.1 -1.6 -3.3 3.1 5.8 0.8 -0.5 18.2 -0.2
Over / Under -0.1 -3.7 2.3 4.6 0.8 -2.0 2.1 -4.7 7.4 0.1
Performance vs peer group composite: Ashok Bhatia
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
6 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
Outperformed peer group composite
3 years
out of a possible 4
Funds currently managed
Fund Sole/Co-managed Sector Periods
NB Strategic Income Co-managed FO Fixed Int - USD since Dec 29 2017 to present
Neuberger Berman Strategic Income Co-managed FO Fixed Int - USD since Jul 01 2019 to present
NB Global Flexible Credit Income Co-managed FO Fixed Int - GBP since Feb 06 2023 to present
NB Developed Market FMP 2027 Co-managed FO Fixed Int - Global since Jul 31 2023 to present
Funds managed previously
Fund Periods
NB Global Opportunistic Bond since Dec 20 2016 to Aug 06 2023
NB Global Bond Absolute Return since Sep 30 2013 to fund close
NB Global Diversified Income FMP 2024 since Jun 22 2020 to fund close
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Two-fund portfolios: The equity/bond approach By Matteo Anelli  06-Nov-2024
Fund Where these managers are putting their money in the bond market By Emma Wallis  16-Oct-2024
Sector Bond markets are pricing in a hard landing, say M&G’s Bond Vigilantes By Jonathan Jones  15-Oct-2024
Group Is a ‘market neutral’ allocation to the US too big a bet? By Emma Wallis  14-Oct-2024
Sector Should investors own several funds run by the same manager? By Matteo Anelli  26-Sep-2024
Group US equity fund pairings for bull and bear markets By Emma Wallis  10-Sep-2024
Group Thirteen US active funds less risky than the FTSE 100 By Matteo Anelli  22-Aug-2024
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

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