Sharpe Focus
Join members of the Nuance Investments team as they discuss relevant and timely topics related to the Firm’s portfolios and investment process. Nuance is a boutique asset management firm focused on owning leading business franchises with sustainable competitive positions which are trading at a discount to the Firm’s internally derived Fair Value. The Firm’s strategies aim to outperform their primary and secondary benchmarks on an absolute and risk-adjusted basis, as measured by the Sharpe Ratio, over the long term. Please visit nuanceinvestments.com/podcast for more information.
Episodes
Dec 24, 2024
Dec 24, 2024
17 min
In this episode, Portfolio Manager Jack Meurer, CFA®, joins Paul Gillespie to discuss our exposure to the Cargo Ground Transportation sub-industry and why we believe it is a compelling risk reward opportunity within the Industrials sector.
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.
To view the most current standardized performance figures visit https://nuanceinvestments.com/mid-cap-value/performance/ for Nuance Mid Cap Value and https://nuanceinvestments.com/concentrated-value/performance/ for Nuance Concentrated Value. To view the most current top holdings visit https://nuanceinvestments.com/mid-cap-value/portfolio/ for Nuance Mid Cap Value and https://nuanceinvestments.com/concentrated-value/portfolio/ for Nuance Concentrated Value.
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.
The holdings identified do not represent all of the securities purchased, sold, or recommended for our clients. As of 09/30/2024 Nuance held shares of the following names discussed: WERN, KNX, MRTN. Composite weights for the securities included in the presentation can be found at https://nuanceinvestments.com/podcast-2/.
Nov 25, 2024
Nov 25, 2024
13 min
In this episode, Portfolio Manager Adam West, CFA®, joins Jenny McBee, CFA® to highlight one of our October 2024 top holdings, Estée Lauder (EL).
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.
To view the most current standardized performance figures visit https://nuanceinvestments.com/mid-cap-value/performance/ for Nuance Mid Cap Value and https://nuanceinvestments.com/concentrated-value/performance/ for Nuance Concentrated Value. To view the most current top holdings visit https://nuanceinvestments.com/mid-cap-value/portfolio/ for Nuance Mid Cap Value and https://nuanceinvestments.com/concentrated-value/portfolio/ for Nuance Concentrated Value.
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.
The holdings identified do not represent all of the securities purchased, sold, or recommended for our clients. As of 10/31/2024 Nuance held shares of the following names discussed: EL, BDRFY. Composite weights for the securities included in the presentation can be found at https://nuanceinvestments.com/podcast-3/.