Nuance Investments

Value. Delivered.

Nuance Mid Cap Value Separate Account Overall Rating¹

Historical Breakdown

62%

34%

Current

¹Out of 144 Mid-Cap Value separate accounts, as of 06/30/2024. Nuance pays a licensing fee for the right to display this rating.

The top 10% of separate accounts in a category receive 5 stars, the next 22.5% receive 4 stars.

Value. Delivered.

Nuance Concentrated Value Separate Account Overall Rating¹

Historical Breakdown

40%

30%

Current

¹Out of 144 Mid-Cap Value separate accounts, as of 06/30/2024. Nuance pays a licensing fee for the right to display this rating.

The top 10% of separate accounts in a category receive 5 stars, the next 22.5% receive 4 stars.

Nuance Concentrated Value Sharpe Ratio

3rd Percentile Sharpe Ratio
13 of 574 Morningstar Large Value Peers since inception*

*Since inception 11/30/2008 to 09/30/2024.

Nuance Mid Cap Value Sharpe Ratio

1st Percentile Sharpe Ratio
1 of 168 Morningstar Mid-Cap Value Peers since inception*

*Since inception 11/30/2008 to 09/30/2024.

News & Updates:

Effective June 30, 2024, Nuance is announcing new employee owners.

Sharpe Focus with Nuance Investments

Nuance Firm Update

Effective June 30, 2024, Adam West promoted from VP, Senior Investment Analyst to VP, Portfolio Manager.

Nuance Portfolio Manager Promotion

Nuance Announces New Podcast

Investment Solutions

Investor Resources

About Nuance Investments

Connect with US

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Nuance Investments, LLC • 4900 Main Street, Suite 220, Kansas City, MO 64112

Value. Delivered.

Nuance Mid Cap Value Separate Account Overall Rating1

Historical Breakdown

Current

Value. Delivered.

Nuance Concentrated Value Separate Account Overall Rating1

Historical Breakdown

Current

Nuance Concentrated Value Sharpe Ratio

3rd Percentile Sharpe Ratio13 of 574 Morningstar Large Value Peers since inception*

Nuance Mid Cap Value Sharpe Ratio

1st Percentile Sharpe Ratio 1 of 168 Morningstar Mid-Cap Value Peers since inception*

Nuance Firm Update

Nuance Portfolio Manager Promotion

Nuance Announces New Podcast

Investment Solutions

Investor Resources

About Nuance Investments

Connect with US

Nuance Mid Cap Value Separate Account Overall Rating¹

Nuance Concentrated Value Separate Account Overall Rating¹

3rd Percentile Sharpe Ratio
13 of 574 Morningstar Large Value Peers since inception*

1st Percentile Sharpe Ratio
1 of 168 Morningstar Mid-Cap Value Peers since inception*