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Stable Growth
Strategy highlights
- Disciplined approach: Rigorous fundamental research, complemented with quantatative analysis
- Actively managed: Can add value through differentiated stock selection
- Long-term appreciation: Emphasizes quality companies that are mispriced, seeking to provide capital appreciation over time
Strategy description
Stable Growth is a broadly-diversified portfolio of mid-to-large-capitalization equities that exhibit consistent growth of earnings and cash flow. The strategy constituents trade at relatively attractive valuations.
Investment process
Integrated research platform consists of rigorous fundamental research complemented by quantitative analysis to identify companies with attractive fundamentals, valuations and catalysts. Portfolio managers evaluate high conviction investment ideas for inclusion with a bottom-up, stock-driven approach that considers the risk/reward trade-off to construct the portfolio within risk parameters. Holdings are actively monitored to ensure the investment thesis remains intact.
At-a-glance
Benchmark
Number of positions
Market capitalization
Individual holding exposure
Sector exposure
Expected turnover (%)
Literature and resources
Quick links
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. Growth stocks or growth investing may fall out of favor and underperform value stocks and other investing styles over any period of time. Certain sectors or growth stocks may shift characteristics over a long market cycle and may not perform in line with stated benchmarks. This strategy may invest in American Depositary Receipts (ADRs). ADRs do not eliminate the currency and economic risks for the underlying shares in another country.
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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