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Sharpe Focus

Sharpe Focus

Von: Nuance Investments
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Sharpe Focus is a new podcast series featuring discussions with the Nuance Investment Team. We will be covering topics that we believe our partners will find insightful. Nuance is a boutique value manager that is 100% employee owned. The team focuses on buying leading business franchises with sustainable competitive positions that are trading at a discount to our internally derived fair value. We aim to outperform our primary and secondary benchmarks on an absolute and risk-adjusted basis, as measured by Sharpe ratio, over the long term. Please visit nuanceinvestments.com/podcast for more information.Copyright 2024 All rights reserved. Persönliche Finanzen Ökonomie
  • Episode - Nuance Concentrated Value Semi-Annual Call
    Jan 28 2026

    In this episode, Scott Moore, CFA®, Jack Meurer, CFA®, D. Adam West, CFA®, and Ben Becker, CFA® discuss the Nuance Concentrated Value product semi-annual update.

    This material should be reviewed in conjunction with the semi-annual update presentation which is available for download at https://nuanceinvestments.com/wp-content/uploads/2026/01/Composite-Semi-Annual-Call-MCV-20251231.pdf

    Nuance Concentrated Value Composite Net of Fee Returns as of 12/31/25: Trailing 1 Year Net Return: 3.41% Trailing 5 Year Net Return APR: 4.97% Trailing 10 Year Net Return APR: 7.93%

    To view the most current standardized performance figures visit https://nuanceinvestments.com/concentrated-value/performance/. To view the most current top holdings visit https://nuanceinvestments.com/concentrated-value/portfolio/.

    Rankings and peer group comparisons are created internally on a quarterly basis using data from FactSet. For more information on peer group comparisons and calculations, please refer to the presentation.

    The holdings identified do not represent all of the securities purchased, sold, or recommended for our clients. As of 12/31/25 composite weights of names discussed are as follows: CLX (8.56%), HENKY (8.03%), CWT (7.56%), MRTN (6.57%), BDRFY (6.34%), KVUE (5.00%), WERN (4.90%), SOLV (4.22%), HTO (3.95%), GL (2.46%), POR (1.01%), KMB (0.95%), NKE (0.53%), NTRS (0.50%).

    Composite weights for the securities included in the presentation and other important disclosures can be found at https://nuanceinvestments.com/podcast-11/.

    The views expressed are those of Nuance Investments as of the date of this podcast and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or as investment advice. Investing involves risk, including the possible loss of principal. For more information or a copy of our disclosure brochure, please contact client.services@nuanceinvestments.com. Past performance is not a guarantee of future results.

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    24 Min.
  • Episode - Nuance Mid Cap Value Semi-Annual Call
    Jan 28 2026

    In this episode, Scott Moore, CFA®, Jack Meurer, CFA®, D. Adam West, CFA®, and Ben Becker, CFA® discuss the Nuance Mid Cap Value product semi-annual update.

    This material should be reviewed in conjunction with the semi-annual update presentation which is available for download at https://nuancesinvestments.com/wp-content/uploads/2026/01/Composite-Semi-Annual-Call-MCV-20251231.pdf

    Nuance Mid Cap Value Composite Net of Fee Returns as of 12/31/25: Trailing 1 Year Net Return: 4.52% Trailing 5 Year Net Return APR: 4.79% Trailing 10 Year Net Return APR: 8.75%

    To view the most current standardized performance figures visit https://nuanceinvestments.com/mid-cap-value/performance/. To view the most current top holdings visit https://nuanceinvestments.com/mid-cap-value/portfolio/.

    Rankings and peer group comparisons are created internally on a quarterly basis using data from FactSet. For more information on peer group comparisons and calculations, please refer to the presentation.

    The holdings identified do not represent all of the securities purchased, sold, or recommended for our clients. As of 12/31/25 composite weights of names discussed are as follows: CWT (6.36%), CLX (6.23%), MRTN (6.04%), WERN (4.89%), HENKY (4.51%), SOLV (4.22%), KVUE (3.82%), HTO (3.73%), BDRFY (3.05%), GL (2.71%), POR (1.27%), KMB (0.97%), NTRS (0.50%), AWK (0.49%). Composite weights for the securities included in the presentation and other important disclosures can be found at https://nuanceinvestments.com/podcast-10/.

    The views expressed are those of Nuance Investments as of the date of this podcast and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or as investment advice. Investing involves risk, including the possible loss of principal. For more information or a copy of our disclosure brochure, please contact client.services@nuanceinvestments.com. Past performance is not a guarantee of future results.

    Mehr anzeigen Weniger anzeigen
    24 Min.
  • Episode - Growth vs Value
    Aug 21 2025

    In this episode, the Nuance Team discusses the current environment of growth outperforming value, and why we believe in value investing over time.

    This material should be reviewed in conjunction with the growth vs value presentation which is available for download at https://nuanceinvestments.com/wp-content/uploads/2025/08/Podcast-Presentation-Growth-v-Value.pdf

    To view the most current standardized performance figures visit https://nuanceinvestments.com/mid-cap-value/performance/. To view the most current top holdings visit https://nuanceinvestments.com/mid-cap-value/portfolio/.

    The holdings identified do not represent all of the securities purchased, sold, or recommended for our clients. As of 06/30/25 Nuance held shares of the following names discussed: HOLX, EL, NTRS, and CVGW. Composite weights for the securities included in the presentation and other important disclosures can be found at https://nuanceinvestments.com/podcast-9/.

    The views expressed are those of Nuance Investments as of the date of this podcast and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or as investment advice. Investing involves risk, including the possible loss of principal. For more information or a copy of our disclosure brochure, please contact client.services@nuanceinvestments.com. Past performance is not a guarantee of future results.

    Mehr anzeigen Weniger anzeigen
    25 Min.
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