Nuance Mid Cap Value Fund Institutional CL · NASDAQ:NMVLX
Nuance Mid Cap Value Fund Institutional CL — Nuance Investments — Investor Presentation (June 2024)
14 slides from Nuance Mid Cap Value Fund Institutional CL's investor presentation, Jun 30, 2024
Slide 1: Nuance Investments Semi-Annual Call: Nuance Mid Cap Value
Value. Delivered. Nuance Investments, LLC Semi-Annual Call: Nuance Mid Cap Value
Slide 2: Agenda
Agenda • Firm Overview • Team Update • Process Summary • 2024 Mid-Year Review • 2024 Mid-Year Outlook • Conclusion • Q&A © 2024 Nuance Investments, LLC www.nuanceinvestments.com Page 2
Slide 3: Nuance Investments
Nuance Investments • Nuance Investments, LLC (Nuance) is a boutique classic value investment firm headquartered in Kansas City, Missouri. • From its seed capital in 2008 of $30 million, the firm today has approximately $5.0 billion in strategies managed by our investment team. • Nuance is 100% emplo
Slide 4: Nuance's Investment Team
Nuance’s Investment Team President & Chief Investment Officer Vice President & Portfolio Manager Scott Moore, CFA Darren Schryer, CFA, CPA Scott.Moore@nuanceinvestments.com Darren.Schryer@nuanceinvestments.com • Founder & Co-owner of Nuance Investments, LLC • Co-owner of Nuance Investments, LLC • 33
Slide 5: Nuance's Investment Philosophy and Process
Nuance’s Investment Philosophy and Process The Nuance team believes that investing in leading business franchises trading at a discount to fair value can generate excess returns over time Proprietary Proprietary Quantitative Competitive Financial Portfolio Valuation Screening Analysis Statement Cons
Slide 6: Nuance Mid Cap Value Mid-Year Review
Nuance Mid Cap Value Mid-Year Review Nuance Mid Cap Value November 3, 2008 - June 30, 2024 Since Since 3 Year 5 Year 7 Year 10 Year 15 Year Inception Inception YTD 2024 1 Year APR APR APR APR APR APR TR Nuance Mid Cap Value Composite (Gross) (1.71) 0.42 1.65 6.03 7.54 8.25 13.30 13.00 578.80 Nuance
Slide 7: Nuance Mid Cap Value Mid-Year Review: Peer Rankings
Nuance Mid Cap Value Mid-Year Review Nuance Mid Cap Value November 30, 2008 - June 30, 2024 Since Inception Since Inception Since Inception APR Standard Deviation (A) Sharpe Ratio (A) Nuance Mid Cap Value Composite (Gross) 13.51 13.69 0.91 Nuance Mid Cap Value Composite (Net) 12.71 13.71 0.85 Mornin
Slide 8: 2024 Mid-Year Review
2024 Nuance Mid Cap Value Mid-Year Review Overall Performance through June 30, 2024 • Year to date, Nuance Mid Cap Value returned (2.04) percent (net of fees) versus the Russell Midcap® Value Index return of 4.54 percent. • Since Inception (11/03/08) on an annualized basis, Nuance Mid Cap Value has
Slide 9: 2024 Mid-Year Outlook
2024 Nuance Mid Cap Value Mid-Year Outlook Investment Environment • Speculation, growth, and risk in favor • Generally, growth continues to outperform value • Higher interest rates are creating potential opportunities • Capital spending peaks are creating some early under-earnings in cyclical areas
Slide 10: Why Nuance?
Why Nuance? • Consistent and Experienced Team • Consistent Time-Tested Process • Goal is consistent Performance both Absolute and Risk-Adjusted Value. Delivered. © 2024 Nuance Investments, LLC www.nuanceinvestments.com Page 10 Page 10
Slide 11: Disclaimer and Notes
Disclaimer and Notes Not An Offer or Inducement This material has been prepared for informational purposes only and does not constitute investment advice, and should not be construed as a solicitation or offer for sale, or any invitation to offer to buy or subscribe for, any securities, nor should i
Slide 12: Disclaimer and Notes Continued
Disclaimer and Notes Continued based methodology with diversified funds having an additional portfolio-based classification and are applied to open-ended funds but not to separate accounts. A complete description of Lipper’s fund classification methodology can be found at https://lipperalpha.refinit
Slide 13: GIPS Compliance Disclosures
GIPS® Compliance Disclosures Nuance Mid Cap Value Composite 3 Year 3 Year Benchmark Benchmark Number of 3 Year Annualized Annualized Annualized Gross Net of Return Return Composite Separate Total Composite % of Non- Standard Standard Standard of Fees Fees (RMV (MIDV Dispersion Accounts Assets Total
Slide 14: GIPS Compliance Disclosures Continued
GIPS® Compliance Disclosures Continued deducted aside from trading and management fees for the calculation of net of fee performance.The full fee schedule for all Nuance products is available upon request. It should be noted that the collection of fees produces a compounding effect on the total rate
Nuance Investments — Investor Presentation (June 2024) on 6ix