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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 1.0 -0.5 4.0 6.2 4.0 -7.3 21.1 3.3 8.1 -
Peer Group Composite 3.1 -1.6 -4.3 10.1 1.6 -3.7 12.9 7.1 2.6 -
Over / Under -2.1 1.1 8.3 -3.9 2.4 -3.6 8.2 -3.8 5.5 -
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
5 years
out of a possible 9
 
Overall markets
Up
Underperformed peer group composite
4 years
out of a possible 9
 
Rising markets
UpDown
Outperformed peer group composite
3 years
out of a possible 6
 
Falling markets
UpDown
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 Apr 26 2013 to present
NB Global Opportunistic Bond Co-managed FO Fixed Int - Global since Dec 20 2016 to present
NB Global Diversified Income FMP 2024 Co-managed FO Fixed Int - Global since Feb 02 2017 to present
Neuberger Berman Strategic Income Co-managed FO Fixed Int - USD since Jul 01 2019 to present
Funds managed previously
Fund Periods
NB Global Bond Absolute Return since Sep 30 2013 to Apr 01 2019
News & Research: Related articles sector Sector fund Fund group Group manager Manager
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Sector PIMCO’s Ivascyn: ‘We think this is a very exciting time for fixed income markets’ By Dan Ivascyn  09-Jan-2023
Sector Three minutes with PIMCO's Gordon Harding By PIMCO  06-Jan-2023
Sector PIMCO: Value has returned to fixed income markets By PIMCO  05-Jan-2023
Sector The big weigh in – opportunity versus resiliency By Dan Ivascyn and Esteban Burbano  04-Jan-2023
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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