Nuveen Investments
Asset Managers
 
 
 
 
 
 
NWQ

NWQ - Value

As of 12/31/2011 NWQ currently manages $18.2 billion in assets across a broad array of actively managed value strategies. Drawing on a single underlying value-oriented philosophy, NWQ offers a spectrum of portfolio strategies including large-cap, all-cap, small/mid cap and small-cap. Our hallmark continues to be our ability to uncover companies, often overlooked, through our rigorous research-driven, bottom-up stock selection process. We strive to consistently exceed our clients’ objectives and expectations through the strength of our performance, transparency of our investment process and commitment to service excellence.

Style Primary Benchmark Track Record Approximate Positions
Large Cap Value Russell 1000® Value 1990 35-50
Special Equity Russell Mid Cap Value®/ Russell 3000 Value® 1990 40-60
Concentrated Russell 3000® 2007 10-20
Small/Mid Cap Value Russell 2500® Value 2006 45-70
Small Cap Value Russell 2000® Value 1996 45-70
Core Fixed Income LB Aggregate 1990 40-60