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The Nuveen Tradewinds International Value Fund is a portfolio of quality international companies for investors seeking long-term capital appreciation and international diversification. Managed by Tradewinds Global Investors, LLC.1
The Nuveen Tradewinds Global All-Cap Fund seeks long-term capital appreciation by investing in equity securities of companies with varying market capitalizations selected using an eclectic, value-oriented process. Managed by Tradewinds Global Investors, LLC.1
The Nuveen Tradewinds Global Resources Fund seeks long-term capital appreciation by investing in equity securities focusing on global energy and natural resources companies and companies in associated businesses, as well as utilities. Managed by Tradewinds Global Investors, LLC.1
The Nuveen Global Value Fund seeks long-term capital appreciation by investing in foreign and domestic equities selected using an opportunistic, value oriented process. Managed by Tradewinds Global Investors, LLC1 (international portion) and NWQ Investment Management Company, LLC3 (domestic portion).
The Nuveen Symphony International Equity Fund is a portfolio of non-U.S. equities for investors seeking long-term capital appreciation.2
1 Tradewinds Global Investors, LLC serves as sub-adviser to manage the Fund’s portfolio.
2 Symphony Asset Management, LLC serves as the sub-adviser to the Fund. Symphony is an affiliate of Nuveen Investments, LLC; both of which are wholly-owned subsidiaries of Nuveen Investments, Inc.
3 NWQ Investment Management Company, LLC serves as the sub-adviser to the Fund. NWQ is an affiliate of Nuveen Investments, LLC; both of which are wholly-owned subsidiaries of Nuveen Investments, Inc.
Tradewinds 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. Such catalysts can be new management, improving fundamentals, renewed management focus, industry consolidation or company restructuring.
- Adhere to value philosophy.
- Capitalize on short-term market inefficiencies - fear, greed and misperceptions.
- Active management, unswayed by the consensus.
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. Tradewinds' process is distinguished by deep specialization, fundamental analysis and transparency.
- Attractive Valuation - Apply a corporate finance perspective that emphasizes absolute valuation in addition to extensive cash flow and balance sheet analysis.
- Franchise Quality - Identify companies with strong fundamentals, e.g. strong franchise, competitive position in industry.
- Favorable Risk/Reward - Seek favorable risk/reward and downside protection in a portfolio context.
Symphony Asset Management (Symphony)
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.
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