0
Add funds
Fund 1
Fund 2
Fund 3
Fund 4
TOOLS
The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
Tools are currently unavailable for use on mobile. Please visit the desktop site.
Login as a financial advisor
fund compare tool image
Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
Login as a financial advisor
portfolio review tool image
Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
plan profit calculator image
Plan Profit (k)alculator
A plan profitability analysis may reveal a more accurate business financial picture
Image of Municipal bond investing ladder tool
Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
Powered by Morning star
Which type of investor are you?

NWQ

overhead view of large urban road

About NWQ

NWQ seeks to provide superior risk-adjusted returns through an analyst-driven research process that focuses on undervalued companies that provide attractive risk/reward and potential for downside protection and that possess catalysts to help unlock their value.

The firm’s active approach to equity investing utilizes a corporate finance-oriented, cash flow-focused (as opposed to reported earnings) discipline that allows them to identify potential investments trading at attractive absolute valuations. Their approach to uncovering value emphasizes independent, original, bottom-up fundamental research. They seek to exploit disparities between investor perception and underlying fundamentals in the capital markets. Moreover, NWQ employs a conservative approach to risk-adjusted performance by remaining disciplined in their approach, while weighing downside risk. Overall, the firm’s conservative and disciplined approach helps to identify companies offering superior prospects, while selling at reasonable multiples.

Our philosophy

COLLABORATIVE CULTURE
Seasoned investment professionals possess an ability to understand change and work together to identify catalysts to unlock value
 
INVESTMENT INTEGRITY
Adhere to the highest standards of discipline and service for our clients
OPPORTUNISTIC APPROACH
Research process seeks to capitalize on investor overreaction, misperception and short-term focus

Bottom-up, analyst-driven fundamental approach

The NWQ investment process focuses on three key tenets:
  • attractive valuations
  • favorable risk/reward
  • identifying catalysts and/or inflection points

Over three decades experience researching opportunities

$11.5B
assets under management1
21 years
average portfolio managers and research professionals experience1
21
investment professionals1
35+ years
experience offering equity and fixed income strategies2

Contact us

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. NWQ Investment Management Company, LLC ("NWQ") is a registered investment adviser and an affiliate of Nuveen, LLC.

1As of 31 Dec 2020. Total may be rounded.
2NWQ Investment Management Company, LLC was founded in 1982.

You are about to access our website for visitors outside of the United States.

You are about to access our website for Nuveen Global Cities REIT

You are leaving the Nuveen website.

You are leaving the Nuveen website and going to the website of the MI 529 Advisor Plan, distributed by Nuveen Securities, LLC.

The Nuveen website for institutional investors is available for you.

You are about to access our website for visitors outside of the United States.

Contact us
Contact us