|
NWQ Investment Management Company, LLC was founded in 1982 to manage assets for corporate and multi-employer plans, public entities, endowments, foundations, and high-net-worth individuals. Today, we manage assets within a broad array of portfolio strategies, including equity, balanced and fixed income.
Our philosophy seeks undervalued, overlooked companies that contain identifiable catalysts that can improve profitability and thereby generate above-average returns. We pride ourselves on being independent thinkers unswayed by consensus views, and focus on identifying attractive but relatively inexpensive stocks with qualitative and quantitative strengths. Preserving client assets has always been a paramount concern, and one that contributes in no small measure to our success.
Our process begins with rigorous bottom-up research utilizing the experience of our seasoned team of analysts and industry-specific valuation screens. Our analysts focus on quantitative measures - normalized earnings, quality of earnings, price-to-book ratios, price-to-cash flow - and also on qualitative factors - restructuring opportunities, management strengths, shareholder orientation and the ability to capitalize on improving fundamentals.
After careful research, our portfolio management team constructs a well-diversified portfolio of companies representing the optimum risk/return characteristics, diversified across both industry and sector. Positions are constantly monitored and trimmed, eliminated or increased, based on the current market environment.
For more information, please visit the NWQ web site.
|