Manager Commentary
Whitepaper Series
In this multi-part whitepaper series, the Nuance team makes the case for Value Investing.
September, 2026
Part II: Why Mid Cap Value, Why Now?
A handful of mega-cap growth stocks now dominate benchmark performance and investor returns. Increasingly, they also define the risk profile of many portfolios. In our view, this environment has created an unusually attractive entry point into a diversifying asset class with a long-term record of leadership and a durable advantage: Mid Cap Value.
Our Perspectives
President and Chief Investment Officer, Scott Moore, CFA, offers insight into Nuance's Investments strategies.
Nuance Concentrated Value Composite Perspectives
June, 2026
Nuance Concentrated Value Perspectives | Second Quarter 2026
The Nuance Concentrated Value Composite is a classic value investment product investing primarily in the equity or equity-linked securities of United States based companies. The product will typically maintain 15-35 positions in the securities of companies that, in the opinion of the Nuance Investments Team, have leading and sustainable market share positions, above average financial strength, and are trading at prices materially below our internally derived view of intrinsic value.
March, 2026
Nuance Concentrated Value Perspectives | First Quarter 2026
The Nuance Concentrated Value Composite is a classic value investment product investing primarily in the equity or equity-linked securities of United States based companies. The product will typically maintain 15-35 positions in the securities of companies that, in the opinion of the Nuance Investments Team, have leading and sustainable market share positions, above average financial strength, and are trading at prices materially below our internally derived view of intrinsic value.
December, 2025
Nuance Concentrated Value Perspectives | Fourth Quarter 2025
The Nuance Concentrated Value Composite is a classic value investment product investing primarily in the equity or equity-linked securities of United States based companies. The product will typically maintain 15-35 positions in the securities of companies that, in the opinion of the Nuance Investments Team, have leading and sustainable market share positions, above average financial strength, and are trading at prices materially below our internally derived view of intrinsic value.
September, 2025
Nuance Concentrated Value Perspectives | Third Quarter 2025
The Nuance Concentrated Value Composite is a classic value investment product investing primarily in the equity or equity-linked securities of United States based companies. The product will typically maintain 15-35 positions in the securities of companies that, in the opinion of the Nuance Investments Team, have leading and sustainable market share positions, above average financial strength, and are trading at prices materially below our internally derived view of intrinsic value.
Nuance Mid Cap Value Composite Perspectives
June, 2026
Nuance Mid Cap Value Perspectives | Second Quarter 2026
The Nuance Mid Cap Value Composite is a classic value separate account investment product investing primarily in the equity or equity-linked securities of United States based companies. The product will typically maintain 50-90 positions in the securities of companies that, in the opinion of the Nuance Investments Team, have leading and sustainable market share positions, above average financial strength, and are trading at prices materially below our internally derived view of intrinsic value.
March, 2026
Nuance Mid Cap Value Perspectives | First Quarter 2026
The Nuance Mid Cap Value Composite is a classic value separate account investment product investing primarily in the equity or equity-linked securities of United States based companies. The product will typically maintain 50-90 positions in the securities of companies that, in the opinion of the Nuance Investments Team, have leading and sustainable market share positions, above average financial strength, and are trading at prices materially below our internally derived view of intrinsic value.
December, 2025
Nuance Mid Cap Value Perspectives | Fourth Quarter 2025
The Nuance Mid Cap Value Composite is a classic value separate account investment product investing primarily in the equity or equity-linked securities of United States based companies. The product will typically maintain 50-90 positions in the securities of companies that, in the opinion of the Nuance Investments Team, have leading and sustainable market share positions, above average financial strength, and are trading at prices materially below our internally derived view of intrinsic value.
September, 2025
Nuance Mid Cap Value Perspectives | Third Quarter 2025
The Nuance Mid Cap Value Composite is a classic value separate account investment product investing primarily in the equity or equity-linked securities of United States based companies. The product will typically maintain 50-90 positions in the securities of companies that, in the opinion of the Nuance Investments Team, have leading and sustainable market share positions, above average financial strength, and are trading at prices materially below our internally derived view of intrinsic value.
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Past Performance is not a guarantee of future results. Securities are subject to general market risks due to a variety of factors that affect the overall market. There is no guarantee that an investment with the strategy will meet its investment objectives, and it may underperform the market. Please see a copy of the Firm’s Disclosure Brochure for more information.
Nuance Investments
The views expressed are those of Nuance Investments as of the stated date and are subject to change at any time. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Investing involves risk, including the possible loss of principal.
Past Performance is not a guarantee of future results. Securities are subject to general market risks due to a variety of factors that affect the overall market. There is no guarantee that an investment with the strategy will meet its investment objectives, and it may underperform the market.
Please contact client.services@nuanceinvestments.com to request a copy of the Firm’s Disclosure Brochure for more information.
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