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NWQ Strategies

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Our Balanced strategies are blended portfolios of equity and fixed income investments.

The portfolio is constructed based on three disciplines: asset allocation, opportunistic value-oriented stock selection within the specific equity strategy discipline, and high-quality fixed income management. Asset allocation is determined by relative valuations of equities and fixed income instruments based upon long-term expected returns of these asset classes. Generally, equities range from 50-70% of the portfolio.

Fixed income investments are invested with an all sector strategy that seeks to enhance returns predominantly by investing in undervalued sectors/securities. The fixed income portion of the portfolio targets its duration to be within +/- 15% of the index.

Our research team performs extensive bottom-up research on companies and industries focusing on qualitative factors such as restructuring, management strength, shareholder orientation, and the ability to capitalize on improving industry fundamentals.


Certain strategies may be available through other investment vehicles not listed above. Vehicles and their respective platforms shown may not be available in certain jurisdictions; investors should be aware of applicable legal requirements. This information should not be considered a solicitation or an offer by NWQ or Nuveen to provide any services in any jurisdiction. For more information on collective investment trusts, please contact us. If you are a non-U.S. investor and would like more information on UCITS Funds, please visit

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities. The information does not take into account the specific objectives or circumstances of any investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her advisors. All investments involve risk and there is no assurance that an investment will provide positive performance over any period of time. There is no assurance that downside protection will be achieved.

NWQ Investment Management Company, LLC

2049 Century Park East, Suite 1600 Los Angeles, CA, 90067

(310) 712-4000
(310) 712-4100 (fax)