Neuberger Private Equity Partners Earnings Call Transcripts
Fiscal Year 2026
-
NAV total return reached 4.2% YTD, with $150 million in H1 realizations and $144 million returned to investors, doubling last year's capital return. Portfolio refresh and new investments, especially in AI and technology, are driving growth and diversification.
Fiscal Year 2025
-
NAV total return reached 5% with strong capital returns and robust portfolio growth. Realizations and new investments, especially in AI, drove performance, while liquidity and balance sheet strength remain priorities.
-
Management updated its capital allocation framework, accelerating buybacks and committing $100 million to new investments amid a strong exit pipeline. Portfolio performance remains robust, with realization activity up 50% and a focus on operational value creation and flexible capital deployment.