Episode - Nuance Concentrated Value Semi-Annual Call

In this episode, Scott Moore, CFA®, Darren Schryer, CFA®, CPA, Jack Meurer, CFA®, D. Adam West, CFA®, and Paul Gillespie discuss the Nuance Concentrated Value product semi-annual update.

This material should be reviewed in conjunction with the semi-annual update presentation which is available for download at https://nuanceinvestments.com/wp-content/uploads/2025/01/Composite-Semi-Annual-Call-CV-20241231.pdf

Nuance Concentrated Value Composite Returns as of 12/31/24: Trailing 1 Year Net Return: 6.45% Trailing 5 Year Net Return APR: 4.99% Trailing 10 Year Net Return APR: 7.36%

To view the most current standardized performance figures visit https://nuanceinvestments.com/concentrated-value/performance/. To view the most current top holdings visit https://nuanceinvestments.com/concentrated-value/portfolio/.

The holdings identified do not represent all of the securities purchased, sold, or recommended for our clients. As of 12/31/2024 Nuance held shares of the following names discussed: XRAY, EL, QGEN, HENKY, GL, HSIC, WERN, UUGRY, NTRS, NVST, MMM, KMB, CLX, MWA, INDB, PEGRY. Composite weights for the securities included in the presentation and other important disclosures can be found at https://nuanceinvestments.com/podcast-6/.

The views expressed are those of Nuance Investments as of the date of this podcast and are subject to change at any time. These views are for informational purposes only and should not be relied upon as a recommendation to purchase any security or as investment advice. Investing involves risk, including the possible loss of principal. For more information or a copy of our disclosure brochure, please contact [e-mail]. Past performance is not a guarantee of future results.