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Small Cap Value

The Nuveen Asset Management Small Cap Value Strategy is a diversified small-cap value portfolio that buys quality companies trading at a discount to their intrinsic value only when a forthcoming catalyst is apparent.

Portfolio At-a-Glance

Benchmark Russell 2000 Value
Holdings Range 80 - 100
Tracking Error Range 3% - 8%
Target Alpha/Market Cycle 300 basis points
Sectors +/- 5% versus Russell 2000 Value
Investment Vehicles
  • Institutional Separate Account
  • Separately Managed Account
  • Mutual Fund
Related Links
  • Institutional Information
  • Mutual Fund Information

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. We assess our investment universe in three distinct value sub-styles, each playing an important role in the portfolio, and will opportunistically allocate to each. Constructing the portfolio with this investment strategy allows us to seek to provide our clients with consistent performance throughout market cycles.


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