Nuance Mid Cap Value Fund Institutional CL · NASDAQ:NMVLX
Nuance Mid Cap Value Fund Institutional CL — Nuance Investments — Investor Presentation (June 2022)
14 slides from Nuance Mid Cap Value Fund Institutional CL's investor presentation, Jun 30, 2022
Slide 1: Semi-Annual Call: Nuance Mid Cap Value
Value. Delivered. Nuance Investments, LLC Semi-Annual Call: Nuance Mid Cap Value Scott Moore, CFA President & Co-Chief Investment Officer
Slide 2: Agenda
Agenda • Firm Overview • Team Update • Process Summary • 2022 Mid-Year Review • 2022 Mid-Year Outlook • Conclusion • Q&A © 2022 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 $7.1 billion in three strategies managed by our investment team. • Nuance is 100%
Slide 4: Nuance's Investment Team
Nuance’s Investment Team President & Co-Chief Investment Officer Vice President & Co-Chief Investment Officer Scott Moore, CFA Chad Baumler, CFA Scott.Moore@nuanceinvestments.com Chad.Baumler@nuanceinvestments.com • Founder & Co-owner of Nuance Investments, LLC • Co-owner of Nuance Investments, LLC
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, 2022 Since Since 3 Year 5 Year 7 Year 10 Year Inception Inception YTD 2022 1 Year APR APR APR APR APR TR Nuance Mid Cap Value Composite (Gross) (6.38) (3.49) 7.19 8.86 10.03 13.11 14.33 523.73 Nuance Mid Cap Value
Slide 7: Mid-Year Review: Since Inception APR
Nuance Mid Cap Value Mid-Year Review Nuance Mid Cap Value November 30, 2008 - June 30, 2022 Since Inception Since Inception Since Inception APR Standard Deviation (A) Sharpe Ratio (A) Nuance Mid Cap Value Composite (Gross) 14.93 13.40 1.08 Nuance Mid Cap Value Composite (Net) 14.12 13.43 1.02 Mornin
Slide 8: 2022 Mid-Year Review
2022 Nuance Mid Cap Value Mid-Year Review Overall Performance through June 30, 2022 • Year to date, Nuance Mid Cap Value returned (6.70) percent (net of fees) versus the Russell Midcap® Value Index return of (16.23) percent. • Since Inception (11/03/08) on an annualized basis, Nuance Mid Cap Value h
Slide 9: 2022 Mid-Year Outlook
2022 Nuance Mid Cap Value Mid-Year Outlook Investment Environment • Nuance Universe of roughly 200 companies (Nuance Master List) is largely overvalued • Covid-19 continues to be an evolving transitory issue • Inflationary pressures • Leverage remains - Government & Corporate Opportunities • Our ove
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. © 2022 Nuance Investments, LLC www.nuanceinvestments.com Page 10 Page 10
Slide 11: Disclaimer and Notes
Disclaimer and Notes Not An Offer or Inducement Nuance Investments, LLC’s (Nuance or the Company) presentation book has been prepared for informational purposes only and does not constitute an offer or solicitation to sell shares or securities in the Company or any related or associated company. Any
Slide 12: Disclaimer and Notes Continued
Disclaimer and Notes Continued over the past three years and are applied to both funds and separate accounts. Morningstar Style Box Methodology is based on growth versus value scores using historical measures of various portfolio components and weights. A complete description of Morningstar’s Catego
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 the right to modify fee structures on an account by account basis at its discretion. Incentive fee structures and performance-based fee structures are available for qualified clients and are negotiated individually. Nuance currently manages one account with a p
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