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Separately Managed Accounts

Small Cap Select

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Strategy description

Small Cap Select is a diversified, small-cap stock portfolio that buys companies trading at a discount to their intrinsic value only when a forthcoming catalyst is apparent.

Asset class: Core

For term definitions and index descriptions, please access the glossary in the footer.

At-a-glance

 
Benchmark Russell 2000® Index
Holdings range 80 - 100
Position size Typically less than 3%
Sectors +/- 5% versus Russell 2000® Index
Tracking error range 3% - 8%
Expected turnover 60% - 90%

Investment process

Integrated research platform combines fundamental and quantitative analysis to rate companies with attractive fundamentals, valuations and catalysts.  Companies are assessed across value, core and growth styles and the portfolio will opportunistically allocate to each. Constructing the portfolio with this investment strategy seeks to provide consistent performance throughout market cycles.

Resources              

A separately managed account (SMA) is a private portfolio of actively managed, individual securities that may be customized to achieve an individual investor's unique objectives.

SMA accounts typically require a minimum investment of $100,000 for equity and asset allocation strategies and $250,000 for fixed income strategies, although the specific minimum account size varies by program and may be subject to change. The manager may waive these minimums based on client type, asset class, pre-existing relationship with client and other factors. For certain accounts, a negotiated minimum annual fee applies. Please consult with your Nuveen Advisor Consultant for applicable minimums.

Check with your financial professional for specific product availability and performance information. This information may change without notice. From time to time, we may close or reopen strategies.

A word on risk

All investments carry a certain degree of risk, including possible loss of principal, and there is no assurance that an investment will provide positive performance over any period of time. It is important to review investment objectives, risk tolerance, tax liability and liquidity needs before choosing an investment style or manager. There are specific risks associated with small company investments including higher volatility than large cap companies and limited resources. Foreign investments involve additional risks including currency fluctuations, political and economic instability, and lack of liquidity. These risks are magnified in emerging markets.

Nuveen Asset Management, LLC, is a registered investment adviser and investment specialist of Nuveen, LLC.

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