Nuance Mid Cap Value Fund Institutional CL · NASDAQ:NMVLX
Nuance Mid Cap Value Fund Institutional CL — Nuance Investments — Investor Presentation (February 2015)
15 slides from Nuance Mid Cap Value Fund Institutional CL's investor presentation, Feb 3, 2015
Slide 1: Nuance Investments, LLC - Value. Delivered.
Value. Delivered. Nuance Investments, LLC Scott Moore, CFA President & Chief Investment Officer
Slide 2: Nuance's Investment Team
Nuance’s Investment Team President & Chief Investment Officer Portfolio Manager Scott Moore, CFA Chad Baumler, CFA Scott.Moore@nuanceinvestments.com Chad.Baumler@nuanceinvestments.com Experience Experience • 22+ years of investment analyst experience • Co-manager of the Nuance Concentrated Value and
Slide 3: Nuance's Investment Process
Nuance’s Investment Process Proprietary Quantitative Competitive Financial Proprietary Portfolio Screening Analysis Statement Valuation Study Construction Analysis © 2014 Nuance Investments · LLC www.nuanceinvestments.com Page 3
Slide 4: 2014 Review: Performance
2014 Review: Performance Nuance Concentrated Value November 13, 2008 - December 31, 2014 Since Since YTD 2 Years 3 Years 4 Years 5 Years Inception Inception 2014 1 Year APR APR APR APR APR TR Nuance Concentrated Value Composite (Gross) 8.88 8.88 21.39 20.39 16.85 17.23 21.44 229.01 Nuance Concentrat
Slide 5: Performance - Peer Comparison Since Inception APR
Performance - Peer Comparison Nuance Concentrated Value November 30, 2008 - December 31, 2014 Since Inception Since Inception Since Inception APR Standard Deviation (A) Sharpe Ratio (A) Nuance Concentrated Value Composite (Gross) 20.89 13.41 1.55 Nuance Concentrated Value Composite (Net) 20.22 13.38
Slide 6: Performance - Peer Comparison Since Inception APR
Performance - Peer Comparison Nuance Mid Cap Value November 30, 2008 - December 31, 2014 Since Inception Since Inception Since Inception APR Standard Deviation (A) Sharpe Ratio (A) Nuance Mid Cap Value Composite (Gross) 19.76 14.92 1.32 Nuance Mid Cap Value Composite (Net) 18.88 14.97 1.25 Morningst
Slide 7: 2015 Outlook
2015 Outlook 1. Energy a. Best of breed are now attractive 2. Interest Rate Sensitivity a. Underweight high payout ratio stocks b. Overweight high quality regional banks 3. Company Specific a. FUL © 2014 Nuance Investments · LLC www.nuanceinvestments.com Page 7
Slide 8: 2015 Outlook: Top Holdings and Sector Weights
2015 Outlook: Top 10 Holdings and Sector Weights December 31, 2014 Company Name Weight GICS Sector Nuance Concentrated Value Composite Top 10 Holdings Franks Intl NV 10.22 Energy 10.22 National Fuel Gas Co NJ 6.72 Utilities 6.72 BOK Financial Corp 6.53 Financials Schlumberger Ltd 6.12 Energy 6.53 42
Slide 9: 2015 Outlook: Top Holdings and Sector Weights
2015 Outlook: Top 10 Holdings and Sector Weights December 31, 2014 Company Name Weight GICS Sector Nuance Mid Cap Value Composite Top 10 Holdings Franks Intl NV 6.82 Energy 6.82 5.60 National Fuel Gas Co NJ 5.60 Utilities 5.46 BOK Financial Corp 5.46 Financials American Sci. & Eng. Inc 4.82 Industri
Slide 10: Why Nuance?
Why Nuance? • Consistent and Experienced Team • Consistent Time Tested Process • Consistent Performance both Absolute and Risk- Adjusted Value. Delivered. © 2014 Nuance Investments · LLC www.nuanceinvestments.com 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: performers following the first two criteria that have the top performance over three year
performers following the first two criteria that have the top performance over three year period. 5 Star Category: These are the top ten performers following the first two criteria that also have a standard deviation for the five year period that is equal or less than the median standard deviation f
Slide 13: GIPS Compliance Disclosures
GIPS Compliance Disclosures Nuance Concentrated Value Composite 3 Year Number of Annualized 3 Year Separate Standard Annualized Gross Net of Benchmark Benchmark Composite Accounts Total Composite % of Non- Deviation Standard of Fees Fees Return Return Dispersion (End of Assets Total Firm Assets Fee
Slide 14: GIPS Compliance Disclosures
GIPS Compliance Disclosures Compliance Statement Nuance claims compliance with the Global Investment Performance Standards (GIPS®) and has prepared and presented this report in compliance with the GIPS® standards. Nuance has been independently verified for the periods 11/03/08 – 03/31/14 by Absolute
Slide 15: PPT-NI-OVRVW-I
A typical portfolio will hold between 50 and 100 securities. There is no minimum separate account asset level necessary for inclusion in the composite. For comparison purposes, the composite is mea- sured against the Russell Midcap® Value Index as the primary index. The Russell Midcap® Value Index m
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