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Separately Managed Accounts

Small Cap Value

NWQ
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Strategy description

Small Cap Value seeks to identify undervalued smaller capitalization companies in industries with positive or improving fundamentals.

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 2 - 4% with no issue greater than 5% at time of purchase
Market Cap Range $50 million - $3 billion
Holdings Range 40 - 70

Investment process

Extensive bottom-up research seeks to uncover investment value created from investor overreaction, misperception and short-term focus. Qualitative factors include restructuring, management strength, shareholder orientation, and the ability to capitalize on improving industry fundamentals. The portfolio is continuously reviewed and adjusted to target appropriate risk/reward.

            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. Equity investments are subject to market risk or the risk that stocks will decline in response to such factors as adverse company news or industry developments or a general economic decline. 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. Investments in smaller companies are subject to greater volatility than those of larger companies. 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 included the risks of economic change, social unrest, changes in government relations, and differing accounting standards.

NWQ Investment Management Company, LLC is a registered investment adviser and an investment specialist of Nuveen, LLC.

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