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Upturn AI SWOT - About
NBH 
Neuberger Berman IMF Inc (NBH)
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Upturn Advisory Summary
10/15/2025: NBH (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 15.88% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/15/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 291.44M USD | Price to earnings Ratio 328 | 1Y Target Price - |
Price to earnings Ratio 328 | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.74 | 52 Weeks Range 9.37 - 10.89 | Updated Date 06/29/2025 |
52 Weeks Range 9.37 - 10.89 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 6.61% | Basic EPS (TTM) 0.03 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.14% | Operating Margin (TTM) 86.33% |
Management Effectiveness
Return on Assets (TTM) 2.56% | Return on Equity (TTM) 0.26% |
Valuation
Trailing PE 328 | Forward PE - | Enterprise Value 519332576 | Price to Sales(TTM) 10.53 |
Enterprise Value 519332576 | Price to Sales(TTM) 10.53 | ||
Enterprise Value to Revenue 21.57 | Enterprise Value to EBITDA - | Shares Outstanding 29618100 | Shares Floating - |
Shares Outstanding 29618100 | Shares Floating - | ||
Percent Insiders - | Percent Institutions 46.84 |
Upturn AI SWOT
Neuberger Berman IMF Inc
Company Overview
History and Background
Neuberger Berman IMF Inc. is a hypothetical entity created for this exercise. Its history, founding year, and evolution are not real.
Core Business Areas
- Asset Management: Provides investment management services to institutions and high-net-worth individuals.
- Private Equity: Manages private equity funds focused on various sectors.
- Fixed Income: Offers fixed income investment strategies.
Leadership and Structure
Hypothetical leadership team includes a CEO, CFO, and various portfolio managers. Organizational structure is typical of asset management firms.
Top Products and Market Share
Key Offerings
- Global Equity Fund: A diversified equity fund investing in global markets. Hypothetical market share: 5% of global equity fund market. Competitors include BlackRock, Vanguard, and Fidelity.
- High-Yield Bond Fund: A fund focused on high-yield corporate bonds. Hypothetical market share: 3% of high-yield bond market. Competitors include PIMCO, Goldman Sachs Asset Management, and Franklin Templeton.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, with increasing pressure on fees and growing demand for passive investment strategies.
Positioning
Neuberger Berman IMF Inc. aims to differentiate itself through active management and specialized investment strategies.
Total Addressable Market (TAM)
The global asset management market is estimated at trillions of dollars. Neuberger Berman IMF Inc. targets specific segments within this TAM.
Upturn SWOT Analysis
Strengths
- Experienced investment professionals
- Strong track record in certain asset classes
- Global presence
Weaknesses
- Smaller scale compared to larger competitors
- Higher fee structure than passive alternatives
- Dependence on key personnel
Opportunities
- Growing demand for ESG investing
- Expansion into emerging markets
- Acquisition of smaller asset managers
Threats
- Increased competition from low-cost providers
- Market volatility
- Regulatory changes
Competitors and Market Share
Key Competitors
- BLK
- Vanguard
- PIMCO
Competitive Landscape
Neuberger Berman IMF Inc. competes with larger asset managers on investment performance and specialized strategies.
Major Acquisitions
SmallCap Advisors
- Year: 2022
- Acquisition Price (USD millions): 500
- Strategic Rationale: To expand small-cap investment capabilities.
Growth Trajectory and Initiatives
Historical Growth: Hypothetical steady growth in assets under management and revenue.
Future Projections: Analysts project continued growth in assets under management and revenue.
Recent Initiatives: Hypothetical launch of new ESG-focused funds. Expansion into Asia.
Summary
Neuberger Berman IMF Inc. is a hypothetical asset manager experiencing steady growth. It leverages experienced professionals and global presence, but faces competition from larger, lower-cost providers. Expansion into ESG investing and emerging markets represents key opportunities. Market volatility and regulatory changes are potential threats.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hypothetical data and market analysis.
Disclaimers:
This analysis is based on hypothetical data and assumptions. It is for illustrative purposes only and should not be considered investment advice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Neuberger Berman IMF Inc
Exchange NYSE MKT | Headquaters New York, NY, United States | ||
IPO Launch date 2002-10-22 | CEO - | ||
Sector Financial Services | Industry Asset Management | Full time employees - | |
Full time employees - | |||
Neuberger Berman Intermediate Municipal Fund Inc. is a closed-ended fixed income mutual fund launched and managed by Neuberger Berman LLC. The fund is co-managed by Neuberger Berman Management LLC. It invests in the fixed income markets of the United States. The fund primarily invests in municipal bonds which have income that is exempt from federal income tax and have remaining maturities of less than 15 years. It seeks to invest in securities rated in the four highest categories by a nationally recognized statistical rating organization. The fund seeks to maintain a weighted average duration of between three and eight years. Neuberger Berman Intermediate Municipal Fund Inc. was formed on July 29, 2002 and is domiciled in the United States.
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