Nuance Mutual Funds

Nuance Concentrated Value Fund

Profile

Current performance

The Nuance Concentrated Value Fund seeks long term capital appreciation. The Fund invests primarily in equity securities of companies organized in the United States that the investment team believes are high quality, though temporarily out of favor. The Fund typically invests in a portfolio of 15 to 35 companies of various market capitalizations and is considered an all-cap strategy. Although the Fund will invest primarily in the equity securities of U.S. companies, the Fund may invest up to 25% of its assets in equity securities of foreign companies in countries classified as “developed” by MSCI.  As of June 2016, the following countries were classified as “developed” by MSCI: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, UK, and the United States

The investment team selects securities for the Fund’s investment portfolio by using an extensive quantitative screening and fundamental research process that identifies leading businesses selling at a discount to fair value and that have the potential to generate above-average rates of returns over time. The investment team seeks to identify companies across a range of industries and market sectors that have leading and sustainable market share positions, above-average financial strength, and are trading at a discount to its internal view of intrinsic value. The investment team may sell an investment when it believes it has surpassed its intrinsic value by applying the screening process described above, for purposes of portfolio construction or risk management, or when a more attractive investment opportunity becomes available.

At the discretion of the investment team, the Fund may invest its assets in cash, cash equivalents, and high-quality, short-term debt securities and money market instruments for temporary defensive purposes in response to adverse market, economic or political conditions and to retain flexibility in meeting redemptions and paying expenses.

The Fund is “non-diversified,” meaning that a relatively high percentage of its assets may be invested in a limited number of issuers of securities.


Key Fund Details – Institutional
CUSIP 56166Y206
Ticker NCVLX
Incep. Date 05/31/11
Portfolio Manager Scott Moore, CFA
Chad Baumler, CFA
Key Fund Details – Retail
CUSIP 56166Y602
Ticker NCAVX
Incep. Date 07/31/12
Portfolio Manager Scott Moore, CFA
Chad Baumler, CFA


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