From Nuveen

Back to Capabilities

Dividend Value

The Nuveen Asset Management Dividend Value Strategy is a diversified portfolio of high quality, dividend paying stocks that employs a long-term approach with a typical investment horizon of at least two to three years.

Portfolio At-a-Glance

Benchmark Russell 1000 Value
Holdings Range 50 - 80
Tracking Error Range 2% - 5%
Target Alpha/Market Cycle 175 basis points
Investment Vehicles
  • Institutional Separate Account
  • Separately Managed Account
  • Mutual Fund

Investment Process

Our research platform is based on our belief that combining fundamental and quantitative inputs leads to superior investment insights and combines the strengths from each discipline. We believe this process leads to superior investment insights and more objective, more informed stock selection. The approach is grounded in bottom-up fundamental company research and is executed by an in-house team of analysts challenged by our quantitative analysts and the portfolio management team.

We seek to achieve consistent, long-term outperformance with lower volatility; therefore, we buy stocks using a value discipline, which includes a dividend. We believe:

  • The relatively short-term views of many market participants create inefficiencies for us to invest for the long term.
  • Value opportunities exist in the short and long term.
  • Dividends are a valuable tool for understanding corporate financial health, and as income, they function as a bridge toward value realization

Certain strategies may be available through other investment vehicles not listed above. Vehicles and their respective platforms shown may not be available in certain jurisdictions; investors should be aware of applicable legal requirements. This information should not be considered a solicitation or an offer by Nuveen Asset Management or Nuveen to provide any services in any jurisdiction. For more information on collective investment trusts, please contact us. If you are a non-U.S. investor and would like more information on UCITS Funds, please visit nuveenglobal.com.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities. The information does not take into account the specific objectives or circumstances of any investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her advisors. All investments involve risk and there is no assurance that an investment will provide positive performance over any period of time. There is no assurance that downside protection will be achieved.

23707-G-INAD-AN-04/18

Contact Us

  • Institutional Investors/ Consultant 612.303.3381
  • Registered Investment Advisor 800.558.4487
  • Financial Advisors 800.752.8700
  • Mutual Fund Investors 800.257.8787