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/.

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/.