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U.S. Large Cap Growth
Strategy highlights
- Rigorous fundamental research: Research intensive, bottom-up stock selection process that seeks to identify companies anticipated to deliver attractive future annual growth and high or rising return on invested capital
- Flexible growth approach: Classifies universe into consistent, dynamic and cyclical growth categories with unique risk and return profiles seeking to provide portfolio diversification across market and business cycles
- Sector-specialized portfolio analysts: Focus on sources of fundamental information to execute proprietary research and help construct the portfolio
Strategy description
U.S. Large Cap Growth invests in large-cap growth equities, seeking to outperform the benchmark over time on a risk-adjusted basis. The portfolio is carefully constructed to differ from its large cap growth benchmark in order to help maximize opportunity for excess returns over the long term.
Investment process
Bottom-up, fundamental research targets companies anticipated to deliver attractive future annual growth and high or rising return on invested capital. Sector-specialized portfolio analysts are positioned closely to sources of fundamental information to execute proprietary research and help construct the portfolio. A fundamental sell discipline seeks to control risk and help protect capital.
At-a-glance
Benchmark
Market cap at purchase
Number of positions range
Price to earnings ratios
12 - 50% per year,
Generally averaging 18%
Typical maximum position size
Sector exposure
Typical cash exposure
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. 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. 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. The strategy’s potential investment in non-U.S. stocks presents risks such as political risk, exchange rate risk and inflationary risk, which includes the risk of economic change, social unrest, changes in government relations and different accounting standards. In addition, 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.
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.
Winslow Capital Management, LLC is a registered investment adviser and an affiliate of Nuveen, LLC.
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