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Small Cap Value

Our Small Cap Value strategy seeks to identify undervalued smaller capitalization companies in industries with positive or improving fundamentals.

The universe of stocks includes those companies whose capitalizations typically range from $100 million to $4 billion. Risk controls include maintaining a weighted average market cap comparable to the Russell 2000® Value Index and to limit position sizes to 5% at time of purchase.

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.

Portfolio-at-a-Glance

Related Insights

The Compelling Case for Small Cap Value

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 nuveenglobal.com.

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)