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Large Cap Select

The Nuveen Asset Management Large Cap Select Strategy is a diversified, large-cap portfolio that buys companies with strong or improving fundamentals, attractive valuations, and have identifiable and measurable catalysts.

Portfolio At-a-Glance

Benchmark S&P 500
Holdings Range 50 - 75
Tracking Error Range 3% - 6%
Target Alpha/Market Cycle 225 basis points
Sectors +/- 10% versus S&P 500 Index
Investment Vehicles
  • Institutional Separate Account
  • Mutual Fund
Related Links
  • Institutional Information
  • Mutual Fund Information

Investment Process

We believe that enhanced investment returns are attainable on a consistent basis by applying a disciplined investment approach that capitalizes on the opportunities large-cap companies present across the spectrum.

Our approach to investing is grounded in bottom-up fundamental company research and is executed by an in-house team of analysts challenged by our quantitative analysts and the portfolio management team. The strategy is a collection of the best ideas produced from our research process. The end result is a high-conviction, large-cap portfolio.

Our research process leads us to invest in companies:

  • Where we expect the companies to exceed Wall Street consensus estimates
  • Identifiable and measurable catalysts for improving their business model
  • Strong or improving financials We assess our investment universe in three distinct sub-styles, each playing an important role in the portfolio, and will opportunistically allocate to each.

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