Nuance Private Accounts

Nuance Investments has been managing private account portfolios for individuals and institutions using the same classic value investment process since first registering as an investment advisor in 2008. Account minimums for this service start at $250,000. If you qualify and would like to receive material describing this service, including our historical performance records, please contact us.

Nuance Mid Cap Value

Nuance Mid Cap Value 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 range of 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). The primary benchmark for the strategy is the Russell Midcap Value Index. Clients may also be interested in comparing the strategy to the S&P MidCap 400 Value Index and the S&P 500 Index.

Nuance Concentrated Value

Nuance Concentrated Value 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 15 to 35 companies of various market capitalizations and is considered an all-cap strategy. The primary benchmark for the strategy is the Russell 3000 Value Index. Clients may also be interested in comparing the Fund to the S&P 500 Index.

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