Our Perspectives commentary from Portfolio Manager, Scott A. Moore, CFA, offer insight into the Nuance Investments strategies.
Market Insight
January 24, 2012
Looking Under The Label, Value Investing: The Real Growth Strategy
Using value instead of growth to grow your portfolio. While all investors have the desire to grow their portfolios, the debate over how best to accomplish this goal persists. Many investors perceive growth stocks as the obvious choice for their portfolios simply because the name itself implies that a portfolio will “grow.” However, upon further analysis, that perception may be full of assumptions and falsehoods. In fact, it can be observed that a value style of investing actually offers better long-term growth prospects to customer portfolios and does so with considerably less risk.
October 22, 2011
Letter from Scott A. Moore, CFA
As we near our three-year anniversary, I believe that Nuance Investments has provided significant value to our clients and established an enviable track-record as evidenced by our top-quartile performance relative to our primary benchmark index.
August 9, 2011
Our opinion on the current market environment
Market downturns and difficult economic environments are actually normal parts of market behavior and economic cycles. This particular period appears primarily based on very real debt issues in the United States and many parts of Europe coupled with higher than average unemployment levels. While not exactly a popular period for investors, these negative factors actually create opportunity for disciplined investors over the long term. At Nuance, we believe that a more normal economic period will return as population growth and demand for goods and services returns to normal levels. We certainly do not know when that will occur, but have a very high degree of confidence that it will return. While we wait on the recovery, we are pleased to be buying high quality companies that are materially undervalued. This is typically a recipe for consistent investor returns over the long term.
Nuance Concentrated Value Perspectives
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Nuance Mid Cap Value Composite Perspectives
Semi-Annual Report December 2011 - Nuance Mid Cap Value Perspectives
Quarterly Report September 2011 - Nuance Mid Cap Value Perspectives
Semi-Annual Report June 2011 - Nuance Mid Cap Value Perspectives
Quarterly Report March 2011 - Nuance Mid Cap Value Perspectives
Semi-Annual Report December 2010 - Nuance Mid Cap Value Perspectives
Quarterly Report September 2010 - Nuance Mid Cap Value Perspectives
Semi-Annual Report June 2010 - Nuance Mid Cap Value Perspectives
Quarterly Report March 2010 - Nuance Mid Cap Value Perspectives
Semi-Annual Report December 2009 - Nuance Mid Cap Value Perspectives
Quarterly Report September 2009 - Nuance Mid Cap Value Perspectives