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Nuance Private Accounts

Nuance Concentrated Value

Principal risks

An investment in a Nuance Investments, LLC product is not a deposit of a bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other governmental agency.

Equity securities, preferred equity securities, and fixed income securities are subject to inherent market risks and fluctuations in value due to changes in earnings, economic conditions, various stock and bond ratings and other factors beyond the control of the portfolio managers. Fixed income securities, preferred equity securities, and equity securities are also subject to price fluctuations based upon changes in the level of interest rates. Generally, but not always, these interest rate changes result in fixed-income securities changing price in the same way, i.e., all fixed income securities experiencing appreciation when interest rates decline and depreciation when interest rates rise. As a result, there is a risk that you may lose money by investing in one of our products due to a variety of external factors

Preferred stocks, preferred bonds, and fixed income securities rated less than Baa by Moody’s Corporation or less than BBB by Standard & Poor’s have speculative characteristics and changes in economic conditions or other circumstances are more likely to lead to a weakened capacity to pay principal and interest or to pay the preferred stock or bond obligations than is the case with higher grade securities.

Investment in securities of foreign issuers involves somewhat different investment risks from those affecting securities of domestic issuers. In addition to credit and market risk, investments in foreign securities involve sovereign risk, which includes local political and economic developments, potential nationalization, withholding taxes on dividend or interest payments and currency blockage. Foreign companies may have less public or less reliable information available about them and may be subject to less governmental regulation than U.S. companies. Securities of foreign companies may be less liquid or more volatile than securities of U.S. companies. The smaller sized companies may be less liquid and more volatile than investments in larger companies.

To obtain a full list of Nuance’s General Disclosures & GIPS Compliance Disclosures please contact Client Services at 816.743.7080 or client.services@nuanceinvestments.com.

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

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