In this episode, Scott Moore, CFA®, Jack Meurer, CFA®, and Adam West, CFA® provide a semi-annual update for the Nuance Concentrated Value Strategy. Hosted by Ben Becker, CFA®.

This material should be reviewed in conjunction with the associated presentation:

Nuance Concentrated Value Composite Net of Fee Returns as of 6/30/26:

Current standardized performance figures and the strategy's top 10 portfolio holdings can be found on our website.

Disclosures:

Rankings and peer group comparisons are created internally on a quarterly basis using data from FactSet.  For more information on peer group comparisons and calculations, please refer to the presentation.

The holdings identified do not represent all of the securities purchased, sold, or recommended for our clients. As of 12/31/25 composite weights of names discussed are as follows: CLX (8.56%), HENKY (8.03%), CWT (7.56%), MRTN (6.57%), BDRFY (6.34%), KVUE (5.00%), WERN (4.90%), SOLV (4.22%), HTO (3.95%), GL (2.46%), POR (1.01%), KMB (0.95%), NKE (0.53%), NTRS (0.50%).

Composite weights for the securities included in the presentation and other important disclosures can be found at https://nuanceinvestments.com/podcast-11/.

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 [email protected]. Past performance is not a guarantee of future results. 

In this episode, Scott Moore, CFA®, Jack Meurer, CFA®, and Adam West, CFA® provide a semi-annual update for the Nuance Mid Cap Value Strategy. Hosted by Ben Becker, CFA®.

This material should be reviewed in conjunction with the associated presentation:

Nuance Mid Cap Value Composite Net of Fee Returns as of 6/30/26:

Current standardized performance figures and the strategy's top 10 portfolio holdings can be found on our website.

Disclosures:

Rankings and peer group comparisons are created internally on a quarterly basis using data from FactSet.  For more information on peer group comparisons and calculations, please refer to the presentation.

The holdings identified do not represent all of the securities purchased, sold, or recommended for our clients. As of 6/30/26 composite weights of names discussed are as follows: BDRFY (5.3%), KRX:005930 (0.0%), MRTN (1.2%), MU (0.0%), QGEN (7.3%), SKHY (0.0%), SNDK (0.0%), UUGRY (1.2%), WDC (0.0%), and WERN (1.0%). Composite weights for the securities included in the presentation and other important disclosures can be found on our website.

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 [email protected]. Past performance is not a guarantee of future results.

In this episode, Scott Moore, CFA®, Jack Meurer, CFA®, D. Adam West, CFA®, and Ben Becker, CFA® discuss the Nuance Concentrated Value product semi-annual update.

Nuance Concentrated Value Composite Net of Fee Returns as of 12/31/25:

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/.

Rankings and peer group comparisons are created internally on a quarterly basis using data from FactSet.  For more information on peer group comparisons and calculations, please refer to the presentation.

The holdings identified do not represent all of the securities purchased, sold, or recommended for our clients. As of 12/31/25 composite weights of names discussed are as follows: CLX (8.56%), HENKY (8.03%), CWT (7.56%), MRTN (6.57%), BDRFY (6.34%), KVUE (5.00%), WERN (4.90%), SOLV (4.22%), HTO (3.95%), GL (2.46%), POR (1.01%), KMB (0.95%), NKE (0.53%), NTRS (0.50%).

Composite weights for the securities included in the presentation and other important disclosures can be found at https://nuanceinvestments.com/podcast-11/.

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 [email protected]. Past performance is not a guarantee of future results. 

In this episode, Scott Moore, CFA®, Jack Meurer, CFA®, D. Adam West, CFA®, and Ben Becker, CFA® discuss the Nuance Mid Cap Value product semi-annual update.

Nuance Mid Cap Value Composite Net of Fee Returns as of 12/31/25:

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

Rankings and peer group comparisons are created internally on a quarterly basis using data from FactSet.  For more information on peer group comparisons and calculations, please refer to the presentation.

The holdings identified do not represent all of the securities purchased, sold, or recommended for our clients. As of 12/31/25 composite weights of names discussed are as follows: CWT (6.36%), CLX (6.23%), MRTN (6.04%), WERN (4.89%), HENKY (4.51%), SOLV (4.22%), KVUE (3.82%), HTO (3.73%), BDRFY (3.05%), GL (2.71%), POR (1.27%), KMB (0.97%), NTRS (0.50%), AWK (0.49%). Composite weights for the securities included in the presentation and other important disclosures can be found at https://nuanceinvestments.com/podcast-10/.

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 [email protected]. Past performance is not a guarantee of future results. 

In this episode, the Nuance Team discusses the current environment of growth outperforming value, and why we believe in value investing over time.  

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

The holdings identified do not represent all of the securities purchased, sold, or recommended for our clients. As of 06/30/25 Nuance held shares of the following names discussed: HOLX, EL, NTRS, and CVGW.  Composite weights for the securities included in the presentation and other important disclosures can be found at https://nuanceinvestments.com/podcast-9/.

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 [email protected]. Past performance is not a guarantee of future results. 

In this episode, Scott Moore, CFA®, Jack Meurer, CFA®, D. Adam West, CFA®, and Jenny McBee, CFA® discuss the Nuance Mid Cap Value product semi-annual update.

Nuance Mid Cap Value Composite Returns as of 06/30/25:

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

Rankings and peer group comparisons are created internally on a quarterly basis using data from FactSet.  For more information on peer group comparisons and calculations, please refer to the presentation.

The holdings identified do not represent all of the securities purchased, sold, or recommended for our clients. As of 06/30/25 Nuance held shares of the following names discussed: HENKY, CLX, HOLX, EL, CWT, MRTN, WERN, GL, SOLV, QGEN, NTRS, ROG, CVGW. Composite weights for the securities included in the presentation and other important disclosures can be found at https://nuanceinvestments.com/podcast-7/.

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 [email protected]. Past performance is not a guarantee of future results. 

In this episode, Scott Moore, CFA®, Jack Meurer, CFA®, D. Adam West, CFA®, and Jenny McBee, CFA® discuss the Nuance Concentrated Value product semi-annual update.

Nuance Concentrated Value Composite Returns as of 06/30/25:

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/.

Rankings and peer group comparisons are created internally on a quarterly basis using data from FactSet.  For more information on peer group comparisons and calculations, please refer to the presentation.

The holdings identified do not represent all of the securities purchased, sold, or recommended for our clients. As of 06/30/2025 Nuance held shares of the following names discussed: HENKY, CLX , EL , HOLX, CWT, MRTN, WERN, SOLV, QGEN, NTRS, ROG, CVGW, NKE.

Composite weights for the securities included in the presentation and other important disclosures can be found at https://nuanceinvestments.com/podcast-8/.

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 [email protected]. Past performance is not a guarantee of future results. 

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.

Nuance Concentrated Value Composite Returns as of 12/31/24:

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 [email protected]. Past performance is not a guarantee of future results. 

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

Nuance Mid Cap Value Composite Returns as of 12/31/24:

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

Rankings and peer group comparisons are created internally on a quarterly basis using data from FactSet.  For more information on peer group comparisons and calculations, please refer to the presentation.

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, RGA, MWA, INDB, PEGRY. Composite weights for the securities included in the presentation and other important disclosures can be found at https://nuanceinvestments.com/podcast-5/.

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 [email protected]. Past performance is not a guarantee of future results. 

In this episode, Paul Gillespie and Darren Schryer, CFA®, CPA discuss our Nuance Investment Process.

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.

To view the most current standardized performance figures visit  https://nuanceinvestments.com/mid-cap-value/performance/ for Nuance Mid Cap Value and https://nuanceinvestments.com/concentrated-value/performance/ for Nuance Concentrated Value. To view the most current top holdings visit https://nuanceinvestments.com/mid-cap-value/portfolio/ for Nuance Mid Cap Value and https://nuanceinvestments.com/concentrated-value/portfolio/ for Nuance Concentrated Value.

Investing involves risk, including the possible loss of principal. For more information or a copy of our disclosure brochure, please contact [email protected]. Past performance is not a guarantee of future results.