A top value fund manager gave insight into his investing strategy and favorite stock picks right now.Eli Salzmann's Neuberger Berman Large Cap Value Fund has beaten 99% of peers in the past five years.Here are seven stocks that Salzmann loves right now, even if the economy weakens.
During that time, many value fund managers drifted toward growth names, said Eli Salzmann, the portfolio manager of the Neuberger Berman Large Cap Value Fund , in a recent interview with Insider. But while his peers shifted their strategies, Salzmann didn't budge. "There were times where it's clearly very painful to be in the value box," Salzmann said."It was a very lonely experience. I had no friends — I might still have no friends — but I certainly had no friends for that whole period. But we stuck to our discipline this entire time. So I'm proud to say that the returns we generated truly were value returns.
一位顶级基金经理在过去5年中击败了99%的竞争对手，他分享了导致他成功的投资策略，以及他目前最喜爱的7只价值股