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Awards | Nuance Mid Cap Value

Morningstar Ratings  
CategoryOverall Rating1
Nuance Mid Cap Value Separate AccountMid-Cap Value5
1Out of 128 separate accounts, as of 9/30/2022

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

Nuance pays a licensing fee for the right to use and display third party rankings and awards. The ratings are not representative of any one client’s experience and are not indicative of Nuance’s future performance.

The Morningstar RatingTM for funds, or “star rating”, is calculated for separate accounts with at least a three-year history. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Notes: Morningstar uses gross-of-fee performance (before fees have been taken out) to compare separate accounts. Morningstar does not calculate ratings for categories or time periods that contain fewer than five separate accounts. To ensure that ratings are fairly assigned, Morningstar will calculate ratings for only those firms that report performance for “composites” of similarly managed portfolios according to the guidelines of the CFA Institute’s Global Investment Performance Standards (GIPS®).

© 2022 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

 

Rating DateMorningstar CategoryOverall Morningstar Rating™Separate Accounts in Category
Q1 2012Mid-Cap Value4131
Q2 2012Mid-Cap Value4131
Q3 2012Mid-Cap Value5136
Q4 2012Mid-Cap Value5134
Q1 2013Mid-Cap Blend5134
Q2 2013Mid-Cap Blend4112
Q3 2013Mid-Cap Value594
Q4 2013Mid-Cap Value4101
Q1 2014Mid-Cap Value498
Q2 2014Mid-Cap Value5101
Q3 2014Mid-Cap Value4106
Q4 2014Mid-Cap Value4116
Q1 2015Mid-Cap Value4122
Q2 2015Mid-Cap Value4124
Q3 2015Mid-Cap Value5125
Q4 2015Mid-Cap Value5130
Q1 2016Mid-Cap Value5123
Q2 2016Mid-Cap Value5118
Q3 2016Mid-Cap Value4128
Q4 2016Mid-Cap Value4127
Q1 2017Mid-Cap Value5131
Q2 2017Mid-Cap Value5128
Q3 2017Mid-Cap Value5130
Q4 2017Mid-Cap Value4127
Q1 2018Mid-Cap Value5123
Q2 2018Mid-Cap Value5121
Q3 2018Mid-Cap Value4115
Q4 2018Mid-Cap Value5112
Q1 2019Mid-Cap Value5112
Q2 2019Mid-Cap Value5120
Q3 2019Mid-Cap Value5120
Q4 2019Mid-Cap Value5125
Q1 2020Mid-Cap Value5117
Q2 2020Mid-Cap Value5113
Q3 2020Mid-Cap Value5110
Q4 2020Mid-Cap Value5111
Q1 2021Mid-Cap Value5115
Q2 2021Mid-Cap Value5114
Q3 2021Mid-Cap Value5114
Q4 2021Mid-Cap Value5119
Q1 2022Mid-Cap Value5124
Q2 2022Mid-Cap Value5120

Emerging Manager Monthly - Emerging Manager of the Year Award

Past awards

Nuance Mid Cap Value Composite


Emerging Manager of the Year- 
 
Mid Cap Equity
April 2019
 

Nuance pays a licensing fee for the right to use and display third party rankings and awards. The ratings are not representative of any one client’s experience and are not indicative of Nuance’s future performance.

The winners were chosen by compiling the votes from a highly-respected pool of industry experts. Individual selections from each judge will remain anonymous, however, each award winner did receive the majority of the votes. We ask that managers do not contact the judges regarding their selections. The award categories are domestic large-cap, smid-cap/mid-cap and small-cap equity, international equity, international small-cap equity, emerging markets equity and domestic fixed-income. Each winner competed with two other finalists in their category. Finalists were selected using a quantitative screening process utilizing data from Informa PSN. In all, 421 products were considered for the awards. To be eligible for the awards, managers must have submitted year-end 2018 data to PSN Informa by Jan. 25, have at least $10 million in product assets and have full-year 2018 performance figures as well as 2018 year-end product asset information. Firm-wide assets for non-minority- and women-owned firms were capped at $2 billion, while MWBE equity managers with up to $10 billion were considered and all MWBE fixed-income managers were considered. 

PSN Top Guns Most Recent Award

Past awards

Nuance Mid Cap Value Composite


Manager of the Year-
Mid Cap Value Universe

12/31/2021
12/31/2020
12/31/2019
12/31/2018

Manager of the Year-
Mid Cap Value Universe

5 Star Category 12/31/2013
6 Star Category 12/31/2013
4 Star Category 06/30/2014
5 Star Category 09/30/2014
6 Star Category 09/30/2014
6 Star Category 06/30/2015
6 Star Category 09/30/2015
4 Star Category 06/30/2016
4 Star Category 09/30/2016
4 Star Category 06/30/2017
4 Star Category 09/30/2017
4 Star Category 12/31/2017
5 Star Category 12/31/2017
6 Star Category 12/31/2017
4 Star Category 03/31/2019
5 Star Category 03/31/2019
6 Star Category 03/31/2019
4 Star Category 12/31/2019
5 Star Category 12/31/2019
6 Star Category 12/31/2019
4 Star Category 03/31/2020
5 Star Category 03/31/2020
6 Star Category 03/31/2020
4 Star Category 06/30/2020
5 Star Category 06/30/2020
6 Star Category 06/30/2020
4 Star Category 09/30/2020
5 Star Category 09/30/2020
6 Star Category 09/30/2020
5 Star Category 12/31/2020
6 Star Category 12/31/2020

PSN Bull & Bear Masters-
Mid Cap Value Universe

 

09/30/2013
12/31/2013
12/31/2015
03/31/2016ᅠ
06/30/2016
06/30/2018ᅠ
06/30/2019 ᅠ
09/30/2019 ᅠ
12/31/2019 ᅠ
03/31/2020
 

Nuance pays a licensing fee for the right to use and display third party rankings and awards. The ratings are not representative of any one client’s experience and are not indicative of Nuance’s future performance.

PSN Top Guns ranks products in six proprietary categories in over 50 universes. Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing specified performance timeframes and criteria. Criteria descriptions for all categories are provided below. Nuance may receive PSN Top Gun awards across various categories and universes. The awards displayed are unique to the 4 Star, 5 Star and 6 Star Categories in the Mid Cap Value universe for the Nuance Mid Cap Value product and the All Cap Universe for the Nuance Concentrated Value Product. For a full list of awards across all star ratings in all universes and categories, please contact Nuance Investments at 816-743-7080 or
client.services@nuanceinvestments.com

The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. 1 STAR CATEGORY:ᅠ Top ten performers for the specified quarter. 2 STAR CATEGORY: Top ten performers for the specified one year period. 3 STAR CATEGORY: Top ten performers for the specified three year period. 4 STAR CATEGORY: ᅠProducts must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. In addition, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Winners are the top ten returns for the latest three-year period. ᅠ5 STAR CATEGORY: Includes products that passed the 4 Star criteria. In addition, products must have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. Winners are the top ten returns for the latest three-year period. 6 STAR CATEGORY: Includes products that passed the 5 Star criteria. Winners are the ᅠtop ten information ratios for the latest five-year period.

Bull & Bear Masters: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent three year period. Moreover, products must have an Upside Market Capture ratio of 100 or more, and Downside Market Capture ratio of 100 or less relative to the style benchmark. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio became the PSN Bull & Bear Masters products.

Manager of the Decade Criteria: The PSN universes were created using the information collected through the PSN investment manager questionnaire and use only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPS compliant. Mutual fund and commingled fund products are not included in the universe. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the latest ten year period. Moreover, products must have returns greater than the style benchmark for the latest ten year period and also Standard Deviation less than the style benchmark for the latest ten year period. At this point, the top ten performers for the latest 10 year period become the PSN Top Guns of the Decade.

The content of the Investment Manager Top Guns is intended for use by qualified investment professionals. Please consult with an investment professional before making any investment using content or implied content from any Investment Manager Top Guns.

All Rights Reserved. The Investment Manager Top Guns is powered by PSN. PSN is an investment manager database and is a division of Informa Investment Solutions. No part of this Investment Manager Top Guns may be reproduced in any form or by any means, electronic, mechanical, photocopying, or otherwise without the prior written permission of Informa Investment Solutions.

Because of the possibility of human or mechanical error by Informa Investment Solutions (IIS) sources or others, IIS does not guarantee the accuracy, adequacy, completeness or availability of any information and is not responsible for any errors or omissions or for the results obtained from the use of such information. THERE ARE NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE. In no event shall IIS be liable for any indirect, special or consequential damages in connection with use of any information or derived using information based on any Investment Manager Top Guns results.

How to invest

Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.

Nuance Investments, LLC
4900 Main Street, Suite 220
Kansas City, MO 64112
Telephone: (816) 743-7080
Fax: (913) 387-2729

How to invest

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

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