Sharpe Focus

By Nuance Investments

Sharpe Focus is a new podcast series featuring discussions with the Nuance Investment Team. We will be covering topics that we believe our partners will find insightful. Nuance is a boutique value man... more

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FAQs about Sharpe Focus:

How many episodes does Sharpe Focus have?

The podcast currently has 8 episodes available.

Sharpe Focus episodes:

August 21, 2025 Episode - Growth vs Value
In this episode, the Nuance Team discusses the current environment of growth outperforming value, and why we believe in value investing over time.
This material should be reviewed in conjunction with the growth vs value presentation which is available for download at https://nuanceinvestments.com/wp-content/uploads/2025/08/Podcast-Presentation-Growth-v-Value.pdf
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.

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26min
July 31, 2025 Episode - Nuance Mid Cap Value Semi-Annual Call
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.
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/2025/07/20250630_Semi-Annual-Call_MCV.pdf
Nuance Mid Cap Value Composite Returns as of 06/30/25:
Trailing 1 Year Net Return: 8.65%
Trailing 5 Year Net Return APR: 7.02%
Trailing 10 Year Net Return APR: 8.06%
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.

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22min
July 31, 2025 Episode - Nuance Concentrated Value Semi-Annual Call
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.
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/2025/07/20250630_Semi-Annual-Call_CV.pdf
Nuance Concentrated Value Composite Returns as of 06/30/25:
Trailing 1 Year Net Return: 7.06%
Trailing 5 Year Net Return APR: 7.16%
Trailing 10 Year Net Return APR: 6.81%
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.
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23min
January 27, 2025 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 [email protected]. Past performance is not a guarantee of future results.
...more
32min
January 27, 2025 Episode - Nuance Mid Cap 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 Mid Cap 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-MCV-20241231.pdf
Nuance Mid Cap Value Composite Returns as of 12/31/24:
Trailing 1 Year Net Return: 6.07%
Trailing 5 Year Net Return APR: 4.84%
Trailing 10 Year Net Return APR: 8.53%
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.

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33min
December 30, 2024 Episode - Nuance Investment Process
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.
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13min
December 24, 2024 Episode - Trucking Market Opportunities
In this episode, Portfolio Manager Jack Meurer, CFA®, joins Paul Gillespie to discuss our exposure to the Cargo Ground Transportation sub-industry and why we believe it is a compelling risk reward opportunity within the Industrials sector.
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.
The holdings identified do not represent all of the securities purchased, sold, or recommended for our clients. As of 09/30/2024 Nuance held shares of the following names discussed: WERN, KNX, MRTN. Composite weights for the securities included in the presentation can be found at https://nuanceinvestments.com/podcast-2/.
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18min
November 25, 2024 Episode - Stock Story: Estée Lauder
In this episode, Portfolio Manager Adam West, CFA®, joins Jenny McBee, CFA® to highlight one of our October 2024 top holdings, Estée Lauder (EL).
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.
The holdings identified do not represent all of the securities purchased, sold, or recommended for our clients. As of 10/31/2024 Nuance held shares of the following names discussed: EL, BDRFY. Composite weights for the securities included in the presentation can be found at https://nuanceinvestments.com/podcast-3/.
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14min

FAQs about Sharpe Focus:

How many episodes does Sharpe Focus have?

The podcast currently has 8 episodes available.