Trip Hanley

Posted on March 14, 2022December 22, 2022 by Nuance Development

Trip Hanley

Trip Hanley is an Associate Data & Quantitative Analyst at Nuance. He supports the Client Portfolio Management and Compliance & Administration teams for data and analytical needs.

During his time at the Wisconsin School of Business, Trip served on the executive board of Capital Management Club, a student-run investment club focused on security analysis.

Trip holds Bachelor of Business Administration (BBA) degrees in Finance and Management with a concentration in Entrepreneurship from the University of Wisconsin-Madison.

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

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

Meghan Hampton

Posted on March 13, 2022December 22, 2022 by Nuance Development

Meghan Hampton

Meghan Hampton is an Accounting Clerk and Office Assistant at Nuance Investments.

Meghan holds a Bachelor of Arts (BA) in both Accounting and Business Administration from the University of MidAmerica Nazarene.

How to invest

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

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

Laura Devereux, CPA

Posted on March 11, 2022December 22, 2022 by Nuance Development

Laura Devereux, CPA

Laura Devereux, CPA is the Controller of Nuance. She oversees all aspects of the operational accounting and financial reporting functions.

Laura holds a Bachelor of Science (BS) in Accounting from Rockhurst University and is a Certified Public Accountant with over 20 years of diverse financial accounting and reporting experience.

How to invest

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

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

Andrea Lewis, PHR

Posted on March 10, 2022December 22, 2022 by Nuance Development

Andrea Lewis, PHR

Andrea Lewis, Professional in Human Resources® (PHR®), is the Director of Human Resources & Administration at Nuance and has been with the firm since 2014.

She oversees all aspects of the Firm’s Human Resources and Administration functions, including accounting and daily operations under Office Services.

Andrea holds a Bachelor of Music from the University of Nebraska at Omaha and holds a PHR certification from HR Certification Institute (HRCI).

How to invest

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

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Nuance Investments

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

Jack Meurer, CFA^®

Posted on March 10, 2022December 22, 2022 by Nuance Development

Jack Meurer, CFA^®

Jack Meurer is an Associate Portfolio Manager with Nuance. He focuses on the Industrials, Energy, and Utilities sectors and has been with the firm since 2017.

During Jack’s tenure in the University of Wisconsin-Madison’s Applied Security Analysis Program, he was an analyst and portfolio manager for one of the program’s equity investment funds.

Jack holds a Bachelor of Business Administration (BBA) in Finance from the University of Wisconsin-Madison and a Master of Science (MS) in Finance from the University of Wisconsin-Madison’s Applied Security Analysis Program. Jack is a CFA^® charterholder and a member of the CFA Institute.

CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.

How to invest

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

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Nuance Investments

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

D. Adam West, CFA^®

Posted on March 10, 2022December 22, 2022 by Nuance Development

D. Adam West, CFA^®

Adam West is a Senior Investment Analyst with Nuance. He has been with Nuance since 2010 and focuses on the Information Technology, Consumer Discretionary and Consumer Staples sectors. Adam has 17 years of investment experience and 13 years of experience using a classic value approach.

Prior to joining Nuance, Adam spent more than four years as an Investment Analyst at Commerce Trust Company.

Adam holds a Bachelor of Science in Business Administration (BSBA) with an emphasis in Finance from the University of Missouri and a Master of Business Administration (MBA) from the University of North Carolina, Kenan-Flagler Business School. Adam is a CFA^® charterholder and a member of the CFA Institute.

CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.

How to invest

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

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Nuance Investments

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

Darren Schryer, CFA^®, CPA

Posted on March 10, 2022December 22, 2022 by Nuance Development

Darren Schryer, CFA^®, CPA

Darren Schryer is a Portfolio Manager with Nuance. He also focuses his analytical skills on the Health Care, Communication Services, and Information Technology sectors.

Before joining Nuance in 2016, Darren was a Managing Director and Portfolio Manager for the MBA Investment Fund at the University of Texas, McCombs School of Business. Darren also spent three years as a Financial Advisor with Bluestone Financial Advisors in Bethesda, Maryland. Prior to working for Bluestone he worked as an Audit & Tax Associate for the Reznick Group.

Darren holds Bachelor of Science (BS) degrees in both Finance and Accounting from the University of Maryland and a Master of Business Administration (MBA) with a concentration in Investment Management from the University of Texas, McCombs School of Business. Darren is a CFA^® charterholder and a member of the CFA Institute.

CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.

How to invest

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

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Nuance Investments

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

Chad Baumler, CFA^®

Posted on March 10, 2022August 29, 2023 by Nuance Development

Chad Baumler, CFA^®

Chad Baumler is the Vice President and Co-Chief Investment Officer of Nuance and is a co-owner of the firm. Chad is the Co-Portfolio Manager for Nuance Concentrated Value and Nuance Mid Cap Value, and he is the lead Portfolio Manager on the Nuance Concentrated Value Long Short. Chad also focuses his analytical skills on the Energy, Financials and Real Estate sectors. He has over 16 years of investment analyst experience and 11 years of portfolio management experience using a classic value approach.

Before joining Nuance in 2014, Chad was a Portfolio Manager for American Century Investments (ACI) where he co-managed the American Century Value fund and the American Century Market Neutral Value Fund. Prior to becoming a Portfolio Manager at ACI, he spent six years as an Investment Analyst specializing in the Energy and Financials sectors. Chad also has experience working in the commercial real estate industry at CB Richard Ellis, Inc. in Kansas City, Missouri.

Chad holds a Bachelor of Arts (BA) in Finance from the University of Northern Iowa and a Master of Business Administration (MBA) with a concentration in Investment Management from the University of Texas, McCombs School of Business. Chad is a CFA^® charterholder and a member of the CFA Institute.

CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.

How to invest

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

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Nuance Investments

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

Scott A. Moore, CFA^®

Posted on March 10, 2022August 30, 2023 by Nuance Development

Scott A. Moore, CFA^®

Scott Moore is the President and Co-Chief Investment Officer of Nuance and is a co-owner of the firm. He founded the firm in November, 2008 and is also the Lead Portfolio Manager for Nuance Concentrated Value and Nuance Mid Cap Value. Scott has more than 32 years of investment experience, more than 30 years of value investment analyst experience and more than 24 years of portfolio management experience using a classic value approach. For the decade before co-founding Nuance, Scott managed more than $10 billion in institutional, intermediary and mutual fund assets for American Century Investments (ACI). Prior to becoming a Portfolio Manager, he spent three years as an Investment Analyst at ACI, specializing in the Telecommunications, Utilities, and Industrials sectors. He also worked as an Investment Analyst at Boatmen’s Trust Company in St. Louis, Missouri, and at ACI as a Fixed Income Investment Analyst. Scott holds a Bachelor of Science (BS) in Finance from Southern Illinois University and a Master of Business Administration (MBA) with an emphasis in Finance from the University of Missouri. Scott is a CFA^® charterholder and a member of the CFA Institute. CFA^® and Chartered Financial Analyst^® are registered trademarks owned by CFA Institute.

Career Highlights

Co-owner and founder of Nuance Investments, LLC

Lead Portfolio Manager of the Nuance Concentrated Value Separate Account product starting 11/13/2008

Lead Portfolio Manager of the Nuance Mid Cap Value Separate Account product starting 11/03/2008

Forty-eight-time Informa Solutions’ PSN Top Guns award recipient ¹

Eleven-time Informa Solutions’ PSN Bull & Bear Masters award recipient ²

Informa Solutions’ Manager of the Decade award recipient ³

Litman Gregory Recommended Strategy – Nuance Concentrated Value product ⁴ ﾠ

Former Sr. Portfolio Manager at American Century Investments managing over $10 billion ⁵ ﾠ

Lead Portfolio Manager of the 5-Star rated 5 American Century Mid Cap Value Separate Account product from 4/1/2004 until 10/31/2008ﾠ

Co-Portfolio Manager of the 5-Star rated 4 American Century Equity Income product from 2/1/1999 until 10/31/2008ﾠ

Co-Portfolio Manager of the 4-Star rated 5 American Century Value product from 2/1/1999 until 10/31/2008ﾠ

Money Magazine’s “The Best 100 Mutual funds” 2001-2003 ⁶ ﾠ

USA Today’s “All Star Mutual Fund Team” 2001-2004 ⁷ ﾠ

Kiplinger’s “The 25 Best Funds” 2004 ⁸ ﾠ

Street.com’s “Mid Cap Value All-Stars” 2002 ⁹

Consumer Reports “60 Funds You Can Count On” 2007 ¹⁰

Emerging Manager of the Year Award 2019 ¹¹

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. Nuance Concentrated Value Composite received PSN Top Gun Award in the All Cap Value Universe for the 4 Star category on 12/31/2013, 06/30/2014, 06/30/2016 and 03/31/2020; the 5 Star category on 12/31/2013, 03/31/2015, 06/30/2015, 09/30/2015, 03/31/2016, 03/31/2020 and 12/31/2020; and the 6 Star category on 12/31/2013, 03/31/2015, 06/30/2015, 09/30/2015, 03/31/2016 and 03/31/2020. Nuance Mid Cap Value Composite received PSN Top Gun Award in the Mid Value Universe for the 4 Star Category on 06/30/2014, 06/30/2016, 09/30/2016, 06/30/2017, 09/30/2017, 12/31/2017, 03/31/2019, 12/31/2019, 03/31/2020, 06/30/2020 and 09/30/2020; the 5 Star Category on 12/31/2013, 09/30/2014, 12/31/2017, 03/31/2019, 12/31/2019, 03/31/2020, 06/30/2020, 09/30/2020 and 12/31/2020; and the 6 Star Category on 12/31/2013, 09/30/2014, 06/30/2015, 09/30/2015, 12/31/2017, 03/31/2019, 12/31/2019, 03/31/2020, 06/30/2020, 09/30/2020 and 12/31/2020. 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 five year period. 4 STAR CATEGORY: Products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS. 5 STAR CATEGORY: Products must have returns greater than the style benchmark for the three latest three-year rolling periods. After that we select only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the TOP GUNS. 6 STAR CATEGORY: Products must have returns greater than the style benchmark for the three latest three-year rolling periods. After that we select only the products which standard deviation for the five year period is equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS.
Nuance Concentrated Value Composite received a PSN Bull & Bear Masters Award in the All Cap Value Universe on 12/31/2013. Nuance Mid Cap Value Composite received a PSN Bull & Bear Masters Award in the Mid Value Universe on 09/30/2013, 12/31/2013, 12/31/2015, 03/31/2016, 06/30/2016, 06/30/2018, 06/30/2019, 09/30/2019, 12/31/2019 and 03/31/2020. ﾠBULL & 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 for the latest three year period, and Downside Market Capture ratio of 100 or less for the latest three year period. The top ten Ratios between Upside Market Capture Ratio and Downside Capture Ratio became the PSN Bull & Bear Masters products.
Top Guns 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.
Criteria for Recommended Strategies: Recommended strategies are evaluated by Litman Gregory based on a combination of qualitative and quantitative measures, including absolute and relative long-term performance metrics when compared to an appropriate benchmark and peer group, manager skill, investment process and the discipline by which the process is applied, quality and tenure of research team, shareholder orientation, assets under management, and fund expenses. Recommendation reflects Litman Gregory’s confidence in a strategy’s potential to outperform a relevant benchmark over the long term.
The Morningstar^® ratings (the “Rating(s)”) provided are as of 10/31/2008. From 9/2/2008 to 10/31/2008, Mr. Moore was a consultant, rather than portfolio manager due to an employment agreement with American Century Investments. American Century Mid Cap Value received recognition while Mr. Moore was the Lead Portfolio Manager from 4/1/2004 to 10/31/2008. American Century Equity Income received recognition while Mr. Moore was a Co-portfolio manager from 2/1/1999 to 10/31/2008. American Century Value received recognition while Mr. Moore was a Co-portfolio manager from 2/1/1999 to 10/31/2008.
© 2001, 2002, 2003 Money Magazine. Mutual Fund ratings based on American Century Equity Income Fund where Mr. Moore was a Co-Portfolio manager from 2/1/1999 to 10/31/2008.
© 2001, 2002, 2003, 2004 USA Today. Mutual Fund ratings based on American Century Equity Income Fund where Mr. Moore was a Co-Portfolio manager from 2/1/1999 to 10/31/2008.
© 2004 Kiplinger’s. Mutual Fund ratings based on American Century Equity Income Fund where Mr. Moore was a Co-Portfolio manager from 2/1/1999 to 10/31/2008.
© 2002 Thestreet.com. Mutual Fund ratings based on American Century Equity Income Fund & American Century Value Fund where Mr. Moore was a Co-Portfolio manager from 2/1/1999 to 10/31/2008.
© 2007 Consumer Reports. Mutual Fund ratings based on American Century Value Fund where Mr. Moore was a Co-Portfolio manager from 2/1/1999 to 10/31/2008.
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.

How to invest

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

How to invest

Investment Solutions

Investor Resources

About Nuance Investments

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Nuance Investments

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

Ipsita Shevde

Posted on March 9, 2022December 22, 2022 by Nuance Development

Ipsita Shevde

Ipsita Shevde is a Data & Quantitative Analyst at Nuance. She supports the Client Portfolio Management and Compliance & Administration teams for data and analytical needs.

Prior to her Master of Business Administration (MBA) from the University of Missouri, Ipsita was a Research Associate with Avalon Global Research in Mumbai, India. While there, she was a part of various market research projects and due diligence assignments for clients with business interests in foreign markets.

Ipsita holds a Bachelor of Science (BS) in Electronics Engineering from the University of Mumbai and a Master of Business Administration (MBA) from the University of Missouri.

How to invest

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

How to invest

Investment Solutions

Investor Resources

About Nuance Investments

Connect with US

Nuance Investments

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

Trip Hanley

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Meghan Hampton

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Laura Devereux, CPA

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Andrea Lewis, PHR

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Jack Meurer, CFA®

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D. Adam West, CFA®

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Darren Schryer, CFA®, CPA

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Chad Baumler, CFA®

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Scott A. Moore, CFA®

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Ipsita Shevde

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Jack Meurer, CFA^®

D. Adam West, CFA^®

Darren Schryer, CFA^®, CPA

Chad Baumler, CFA^®

Scott A. Moore, CFA^®