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NWQ Strategies

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Flexible Income

Our Flexible Income strategy seeks to maximize total return through high income and capital appreciation by selecting investments at the optimal point of the company’s capital structure, where the combination of current income, downside protection and expected total return potential offer the greatest opportunity. The strategy has the latitude to invest in many types of income securities such as senior and junior debt, preferred stocks, convertibles, and equities, building a portfolio of 100-150 securities.

Our approach to company selection is driven by a bottom-up, fundamentals-based research process incorporating elements of both fixed-income and equity analysis. Our process seeks to identify companies that provide downside protection, an attractive valuation, and an improving outlook (catalyst). We also use option-adjusted spread analysis and review a potential investment’s total return characteristics versus a set of market.


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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)