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Nuance Private Accounts

Nuance Concentrated Value

Current performance

Nuance Concentrated Value seeks long-term capital appreciation through investing primarily 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. Although the strategy will invest primarily in the equity securities of U.S. companies, the Strategy may invest up to 25% of its assets in equity securities of foreign companies in countries classified as “developed” by MSCI.

The investment team selects securities for the strategy’s investment portfolio by using an extensive quantitative screening and fundamental research process that identifies leading businesses selling at a discount to fair value and that have the potential to generate above-average rates of returns over time. The investment team seeks to identify companies across a range of industries and market sectors that have leading and sustainable market share positions, above-average financial strength, and are trading at a discount to its internal view of intrinsic value. The investment team may sell an investment when it believes it has surpassed its intrinsic value by applying the screening process described above, for purposes of portfolio construction or risk management, or when a more attractive investment opportunity becomes available.

Please note: For a current list of developed countries, please visit: https://www.msci.com/our-solutions/indexes/developed-markets.

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.


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