From Nuveen

Equities

Our approach to investing in equities is based on the premise that all segments of the market offer opportunities to generate risk-adjusted performance. We have developed a rigorous and distinct investment approach intended to maximize opportunities for a variety of investment objectives.

What Sets Us Apart:

Our equity process is built on these basic premises :

  • We aim for consistent outperformance over the long term.
  • We believe that successful outcomes depend on strong teams of contributors.
  • We have built a disciplined investment process that depends on rigorous debate among highly talented and experienced professionals whose market insights are based on in-depth research.
  • Our risk management process reviews portfolios with the intent of ensuring that each takes the appropriate amount of risk based on established risk parameters.

Equity investment philosophy

We believe combining fundamental and quantitative research provides a more comprehensive view of companies, enhancing conviction when constructing portfolios.

Integrated research platform

Integrated analysis provides a consistent foundation for the overall research platform. Results are then tailored and applied to meet individual portfolio guidelines.

*Nuveen Investments traces its history back to 1898. Nuveen's asset management business was established in 1989.

Available Strategies

Large Cap Core

This strategy invests primarily in large-capitalization stocks of U.S. companies that we believe to have compelling business fundamentals.

Learn more

Large Cap Value

This strategy invests primarily in large-capitalization value stocks of U.S. companies.

Learn more

Large Cap Growth

This strategy invests primarily in large-capitalization growth stocks of U.S. companies.

Learn more

Stable Growth

This strategy seeks to invest primarily in equity securities of large-cap companies that have historically exhibited stable and consistent earnings growth.

Learn more

Equity/Long Short

This strategy establishes long and short positions primarily in large-capitalization stocks of U.S. companies.

Learn more

Equity Market Neutral

This strategy's goal is to generate absolute returns due primarily to stock selection, rather than the returns and direction of the stock market.

Learn more

Mid Cap Growth Opportunities

A diversified, mid cap growth stock portfolio that employs traditional growth strategy to invest in quality companies with sustainable earnings growth over the long term.

Learn more

Mid Cap Value

A diversified mid cap value portfolio that buys quality companies trading at a discount to their intrinsic value only when a forthcoming catalyst is apparent.

Learn more

Small Cap Growth Opportunities

A diversified, small-cap growth stock portfolio that employs a traditional growth strategy and focuses on companies that are poised to benefit from long term catalysts such as key secular growth trends.

Learn more

Small Cap Select

A diversified small cap portfolio that seeks to generate performance primarily through stock selection and focuses on small cap companies across the spectrum.

Learn more

Small Cap Value

A diversified, small cap value stock portfolio that buys quality companies trading at a discount to their intrinsic value only when a forthcoming catalyst is apparent.

Learn more

Dividend Value

A diversified portfolio of high quality dividend paying stocks that employs a long-term approach with a typical investment horizon of at least two to three years.

Learn more

Large Cap Select

A diversified large and core stock portfolio that invests in both growth and value companies through balancing fundamental research and quantitative analysis.

Learn more

International Growth

A geographically, economically, and demographically diversified international growth strategy that seeks long-term capital appreciation by investing primarily in non-U.S. equity securities of varying market capitalizations.

Learn more

Sector Small Cap

A core/relative value strategy focused on U.S. small caps with lower than market P/E with attractive valuations and strong return potential.

Learn more

Sector Small/Mid Cap

Focuses on high quality small-to-mid caps with double digit earnings growth, attractive valuations and adequate liquidity.

Learn more

Sector Dividend Select

A high dividend focused global strategy that typically invests in high quality large cap that exhibit high dividend yield combined with strong fundamentals.

Learn more

Sector International Equity (ADR)

Invests in U.S. exchange listed companies with their primary base of business located outside the U.S. that exhibit strong relative earnings growth, attractive valuations, and adequate liquidity.

Learn more

Sector Emerging Markets (ADR)

An emerging market-focused investment strategy that seeks to invest in high quality companies with strong relative earnings growth, attractive valuations, and adequate liquidity.

Learn more

Use of models do not guarantee that the strategy will achieve its objective.

Nuveen Asset Management's equity models utilize fundamental and fundamentally-based quantitative analysis to rank equities from most to least attractive within a given universe. These rankings are intended for use only by the portfolio management and research teams to make investment decisions for a given portfolio. The Nuveen Asset Management fundamental and quantitative teams each assign a 1 (highest) to 5 (lowest) rating to each equity investment within the universe. Stocks with the lowest ranking (5) from either discipline are excluded from the purchase list (or considered for short positions, when applicable). The Short Model and Beta Model are utilized for alternative strategies only. The Russell Index used for ranking depends on the strategy, and the representative indexes are the Russell 1000® Value Index; Russell 1000® Index and Russell 1000® Growth Index.

This process does not guarantee that the strategy will achieve its objective.

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 Nuveen Asset Management 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. Past performance does not guarantee future results.

609191-INV-AN-09/19

Contact Us

  • Institutional Investors/ Consultant 612.303.3381
  • Registered Investment Advisor 800.558.4487
  • Financial Advisors 800.752.8700
  • Mutual Fund Investors 800.257.8787