Nuveen Investments
Asset Managers
 
 
 
 
 
 
Symphony

Symphony - Risk-Controlled

As of 12/31/2011 , Symphony manages approximately $8.4 billion in hedged and long-only equity and fixed-income portfolios designed to generate return without exposing clients to undue market-related risk. Symphony offers portfolio strategies including International, Large Cap Value, Small Cap Core, Single and Multi-Strategy Alternatives. Our equity strategies include market neutral, long-short and long-only portfolios. Our fixed-income strategies include convertible-arbitrage, credit arbitrage, and long-only credit and loan portfolios.

Symphony Asset Management’s four founding partners have worked together for over 20 years, including more than fourteen years at Symphony, which they founded in 1994. There are several asset managers who define themselves as “quantitative” or “qualitative”, but very few who embrace equally these two distinct investment research approaches. Experience has taught us that blending these disciplines into a unified process is a successful method to select companies whose share prices are most likely to increase, and also an efficient method to assemble those securities in a portfolio designed to meet specific risk/return targets.

Style Primary Benchmark Track Record Approximate Positions
International MSCI EAFE 2005 40-100
Large Cap Value Russell 1000® Value 2001 45-75
Small Cap Core Russell 2000® 2001 45-75