Ashok Bhatia

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Ashok Bhatia
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.

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Ashok Bhatia is a Trustnet FE fundinfo Alpha Manager who has maintained a consistently high alpha score over a proven track record in rising and falling markets.

Annualised total return over 10 years

+3.1%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Ashok Bhatia	-7.9	-1.5	7.2	10.1	-
Peer Group Composite	-4.1	-2.4	3.4	8.9	-
Over / Under	-3.8	0.9	3.8	1.2	-

Total return for Ashok Bhatia

Discrete calendar year performance : Ashok Bhatia

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Ashok Bhatia	-7.9	3.3	3.6	-3.2	11.2	-0.5	3.2	15.6	4.6	-
Peer Group Composite	-4.1	1.1	0.7	-5.1	11.0	-1.4	6.8	12.1	0.9	-
Over / Under	-3.8	2.2	2.9	1.9	0.2	0.9	-3.6	3.5	3.7	-

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

Outperformed peer group composite

7 years

out of a possible 9

Overall markets

Underperformed peer group composite

2 years

out of a possible 9

Rising markets

Outperformed peer group composite

5 years

out of a possible 6

Falling markets

Outperformed peer group composite

2 years

out of a possible 3

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 Diversified Income FMP 2024	Co-managed	FO Fixed Int - Global	since Jun 22 2020 to present
NB Global Flexible Credit Income	Co-managed	FO Fixed Int - Global	since Feb 06 2023 to present