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Separately Managed Accounts

Small Cap Value

Nuveen
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Strategy description

Small Cap Value is a diversified small-cap value portfolio with high active share that buys quality companies trading at a discount to their intrinsic value only when a forthcoming catalyst is apparent.

Asset class: Value For term definitions and index descriptions, please access the glossary in the footer.

At a glance

 
Benchmark Russell 2000® Value Index
Position Size Typically less than 3% (at time of purchase)
Sector Limits +/- 5% versus Russell 2000® Value Index
Market Cap Range $100 million - $4 billion (at time of purchase)
Liquidity Daily trading volume of $1 million or greater (10-day range)
Expected turnover 50% - 80%
Tracking error range 3% - 8%
 

Investment process

A collaborative investment process balances fundamental and quantitative research to combine the strengths from each discipline and drive investment insight. The investment team searches for undervalued companies with catalysts for growth across a range of three distinct value styles. Investing across a broad range of companies can help provide consistent performance through various market cycles.

Chart: How we define value

            Resources

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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 and 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. Value style investing presents the risk that the holdings or securities may never reach their full market value because the market fails to recognize what the portfolio management team considers the true business value or because the portfolio management team has misjudged those values. In addition, value style investing may fall out of favor and underperform growth or other style investing during given periods. ADRs do not eliminate the currency and economic risks for the underlying shares in another country. The strategy’s potential investment in non-U.S. stocks presents risks such as political risk, exchange rate risk and inflationary risk, which include the risks of economic change, social unrest, changes in government relations, and different accounting standards. These risks are magnified in emerging markets.

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

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