Nuance Mutual Funds

Nuance Investments has been managing portfolios for individuals and institutions using the same classic value investment process since first registering as an investment advisor in 2008. The Nuance Concentrated Value Fund opened May 31st, 2011. The Nuance Mid Cap Value Fund opened December 31st, 2013. The Nuance Concentrated Value Long-Short Fund opened December 31st, 2015.

Nuance Concentrated Value Fund

The Nuance Concentrated Value Fund invests primarily in equity securities of companies organized in the United States that the Adviser 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.  The primary benchmark for the Fund is the Russell 3000 Value Index. Investors may also be interested in comparing the Fund to the S&P 500 Index.

Nuance Mid Cap Value Fund

The Nuance Mid Cap Value Fund seeks long-term capital appreciation primarily through investments in equity securities of companies organized in the United States that the investment team believes are high quality, though temporarily out of favor. The strategy typically invests in a portfolio of 50 to 90 companies with market capitalizations typically between the smallest and largest members of the Russell Mid Cap Index (defined using a trailing 12 month average of the smallest and largest members on a month to month basis). Although the strategy will invest primarily in the equity securities of U.S. companies, the strategy may invest up to 15% of its assets in equity securities of foreign companies in countries classified as “developed” by MSCI.  The primary benchmark for the strategy is the Russell Midcap Value Index. Investors may also be interested in comparing to the S&P 500 Index.

Nuance Concentrated Value Long-Short Fund

The Nuance Concentrated Value Long-Short Fund will typically invest in 15-35 long equity securities that the investment team believes are high quality, though temporarily out of favor. In addition, the Fund will invest in 0-50 short equity securities that the investment team believes have average to below average competitive positions and unattractive risk reward profiles. Benchmarked against the S&P 500 Index, the Fund will seek a greater total return and lower standard deviation. Although the Fund will invest primarily in the common stocks of U.S. companies, the Fund may invest up to 25% of its long assets in common stocks of foreign companies in countries classified as “developed” by MSCI.  

How to Invest

For more information about purchasing shares please click the "How to Invest" link above or contact Shareholder Services at 1-855-Nuance3 (855-682-6233).

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