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Investment Expertise: Municipal Bond
The NAM municipal bond team follows a disciplined, research-driven
investment approach that seeks to uncover fixed-income securities that combine
exceptional relative value with above-average return potential.
Investment Expertise: Taxable Fixed Income
The NAM taxable fixed income team carefully
analyzes the risk/return profile of each potential strategy and diversifies
across multiple investment strategies in seeking to maximize portfolio returns
over a variety of market environments.
Investment Expertise: Value and International
NWQ seeks to provide superior
risk-adjusted returns through an analyst-driven, value-oriented process.
Portfolio managers look for undervalued companies where catalysts exist to
unlock value or improve profitability.
Investment Expertise: Value and Global/International
Tradewinds' disciplined investment
professionals select securities by conducting rigorous, independent, bottom-up
fundamental analysis. They apply fundamental valuation metrics, while analysts
also focus on qualitative factors such as economic comparative advantage.
Investment Expertise: Growth and Core
SBAM's investment philosophy has remained unchanged
since inception. It has not waxed and waned with economic cycles and investment
fads. SBAM believes that investors are best served by investing in well managed
companies that have demonstrated the ability to grow their sales and earnings in
a stable and consistent fashion, generate healthy returns on their capital, and
maintain a conservative financial structure.
Investment Expertise: Core, Value and International
Symphony Asset Management believes that
investment success requires a disciplined process, blending the best of
sophisticated quantitative analysis with the clarity of human insight and
thorough risk management processes. Given the dynamic nature of the equity
markets, they believe there are always pockets of inefficiency where market
segments and individual securities are mispriced. Through their multi-step
research processes, they identify and exploit these areas of misvaluation with
their industry-leading capabilities in returns forecasting and risk
management.
Investment Expertise: Quantitative/Enhanced
HydePark evolved from twenty
years of work in portfolio analysis and risk control products. David Tierney,
PhD is the creator of HydePark’s “Wealth Creation Process”. The process
has been used to manage assets since January of 2000. The HydePark
investment process is driven by fundamentals and is heavily grounded in
quantitative techniques. The goal is to produce consistent value-added results
in all types of markets. The process embraces the classic notion that prices
must follow fundamentals and seeks to capture value-added returns through
disciplined risk control.
HydePark’s investment management strategy
and portfolio purchase and sale determinations are set through a team approach,
with all of its investment professionals contributing.
Investment Expertise: Growth
The investment philosophy of Rittenhouse is to invest in
businesses where growth potential may exceed market expectations while
conducting rigorous research to identify companies where strength and/or
sustainability of earnings growth may be underappreciated.
Rittenhouse's investment
management strategy and portfolio purchase and sale determinations are set
through a team approach, with all of its investment professionals contributing.
Click the link below to view information on the members of the investment team.
Investment Expertise: Value and Balanced
With over 30 years of investing
experience, ICAP practices a highly disciplined approach to value investing.
What distinguishes ICAP is their proficiency in using a catalyst-driven
investment style to seek out and identify stocks they believe have unrecognized
appreciation potential. Renowned for identifying undervalued stocks with strong
growth prospects, ICAP has delivered a competitive long-term track record of
performance for its clientele.
ICAP's investment management strategy and portfolio
purchase and sale determinations are set through a team approach, with all of
its investment professionals contributing.
| ** On March 1, 2006, NWQ Investment Management Company, LLC
("NWQ"), sub-adviser to the Nuveen NWQ Mutual Funds reorganized into two
distinct entities: NWQ and Tradewinds Global Investors, LLC ("Tradewinds"). NWQ
will continue to operate as a specialized, value-oriented investment manager.
Tradewinds commenced operations on March 1, 2006 and specializes in
international, global all-cap and small-mid cap value equity strategies.
Tradewinds assumed all of the sub-advisory responsibilities for the Nuveen NWQ
International Value Fund and Nuveen NWQ Value Opportunities Fund. With respect
to the Nuveen Global Value Fund, NWQ will continue to manage the domestic
portion of the Fund's portfolio and Tradewinds has assumed sub-advisory
responsibilities for the international portion of the Fund's portfolio. There
have been no changes in the Funds' portfolio management personnel, investment
objectives, policies or day-to-day portfolio management practices. |
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