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Small Cap Select
Strategy highlights
- Opportunistic allocations: We believe investing across value, core and growth sub-styles can help navigate through market cycles
- Catalyst-driven: Each stock is required to have internally identifiable catalysts both short-term (next two quarters) and long-term (next 12 – 24 months)
- Attractive valuation with upside potential: An entry point of at least a 20% discount to intrinsic value is required for each new purchase
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.
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.
At-a-glance
Benchmark
Number of positions range
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Literature and 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 $350,000 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.
Important information 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. 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. There are specific risks associated with small company investments including higher volatility than large cap companies and limited resources.
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.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Nuveen Asset Management, LLC is a registered investment adviser and an affiliate of Nuveen, LLC.
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