NWQ Managers

NWQ Managers

Last Update: 08-14-2018

Number of Stocks: 158
Number of New Stocks: 9

Total Value: $5,550 Mil
Q/Q Turnover: 6%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:

NWQ Managers' s Profile & Performance

Profile

NWQ Managers is a value-oriented money management firm with several fund products and more than $54 billion under management. Professionals with the company have an average of 22 years experience.

Web Page:http://www.nwq.com/

Investing Philosophy

The firm does bottom-up research on companies and industries focusing on qualitative factors such as restructuring, management strength, shareholder orientation and the ability to capitalize on improving industry fundamentals. In addition, a broad range of quantitative valuation screens are applied including, price-to-cash flow, price-to-book, price-to-earnings and quality of earnings. They focus on three factors: attractive valuation, downside protection, and identifying catalysts and inflection points.

Total Holding History

Performance of Nuveen Multi-Manager Large-Cap

YearReturn (%)S&P500 (%)Excess Gain (%)
201716.4821.71-5.2
201619.311.997.3
2015-9.541.24-10.8
3-Year Cumulative25.7 (7.9%/year)38 (11.3%/year)-12.3 (-3.4%/year)
201413.7113.470.2
201335.832.33.5
5-Year Cumulative94.1 (14.2%/year)107.2 (15.7%/year)-13.1 (-1.5%/year)
201214.9215.99-1.1
2011-1.451.9-3.4
201013.8315.05-1.2
200922.4126.35-3.9
2008-36.16-36.790.6
10-Year Cumulative95.6 (6.9%/year)125 (8.4%/year)-29.4 (-1.5%/year)
20076.815.141.7
200619.8215.854.0
20059.854.835.0
200411.0310.70.3
200328.5128.190.3
15-Year Cumulative292.3 (9.5%/year)307.7 (9.8%/year)-15.4 (-0.3%/year)
2002-25.07-21.58-3.5
2001-2.31-11.769.5
20007.44-9.7517.2
199914.6920.4-5.7
19989.928.7-18.8
20-Year Cumulative288.8 (7%/year)294.5 (7.1%/year)-5.7 (-0.1%/year)
199727.533.47-6.0

Top Ranked Articles

Delta Profits Despite Impact From Hurricanes The airline beat expectations for the 3rd quarter
Delta Air Lines Inc. (NYSE:DAL) reported its results for the third quarter before the opening bell on Oct. 11. Read more...
8 Stocks NWQ Managers Continues to Buy The firm added to these positions in the past 2 quarters
NWQ Managers (Trades, Portfolio) is a value-oriented money management firm. It invested in the following stocks in both the third and fourth quarters. Read more...
6 Negative Assets in Gurus' Portfolios DaVita, Masimo among companies with falling stock prices and returns
While gurus hold positions in these companies, the stock prices and returns continue to fall. These are the worst-performing stocks over the past three months with a long-term presence in more than four gurus’ portfolios. Read more...
NWQ Managers Buys Allergan, McDermott Firm's largest buys of the first quarter
The value manager NWQ Managers (Trades, Portfolio) bought shares of the following stocks during the first quarter. Read more...
NWQ Managers Sells Royal Philips, PayPal, Macy's Firm's largest sales of the 1st quarter
NWQ Managers (Trades, Portfolio), the value-oriented money management firm, sold shares in the following stocks during the first quarter. Read more...
» More NWQ Managers Articles

Commentaries and Stories

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NWQ Investment Management's 2nd Quarter Shareholder Letter Discussion of markets and holdings NWQ Managers - NWQ Investment Management's 2nd Quarter Shareholder Letter
U.S. equity indices rebounded in the second quarter, with large cap value indices gaining back some of their first quarter losses, while small cap indices rose sharply leading to meaningful year to date gains. The Technology heavy Nasdaq Composite continued its march upward driven by the usual suspects (FAANG: Facebook, Amazon, Apple, Netflix, Google). Potential trade issues/wars remain front and center as they did during March, disrupting markets once again at the end of the quarter after having a more muted impact earlier. The Federal Reserve increased the discount rate at its June meeting, and indicated that an additional three rate hikes, one more than some expected, could occur over the balance of 2018 given the strong U.S. economy. Interest rates on the 10 year government bond rose only 12 basis points to 2.86% after reaching 3.11% on May 17th. More...

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6 Stocks With Low PS Ratios PotlatchDeltic tops the list NWQ Managers,Pioneer Investments - 6 Stocks With Low PS Ratios
According to the GuruFocus All-in-One Screener, the following stocks with market caps above $5 billion look cheap since they are trading with low price-sales ratios. More...

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NWQ Managers Sells Royal Philips, PayPal, Macy's Firm's largest sales of the 1st quarter NWQ Managers - NWQ Managers Sells Royal Philips, PayPal, Macy's
NWQ Managers (Trades, Portfolio), the value-oriented money management firm, sold shares in the following stocks during the first quarter. More...

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NWQ Managers Buys Allergan, McDermott Firm's largest buys of the first quarter NWQ Managers - NWQ Managers Buys Allergan, McDermott
The value manager NWQ Managers (Trades, Portfolio) bought shares of the following stocks during the first quarter. More...

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2 Insurance Stocks Made Popular by Rising Interest Rates Fed raises interest rates by a quarter of a percentage point, the 6th time since the 2008 crisis NWQ Managers - 2 Insurance Stocks Made Popular By Rising Interest Rates
Big banks have been the beneficiaries of higher interest rates and a surge in new investments. Now it’s the insurance companies' turn to grab the attention of the gurus. More...

INSURANCE, REINSURANCE, AMERICAN INTERNATIONAL GROUP, ASPEN INSURANCE


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8 Stocks NWQ Managers Continues to Buy The firm added to these positions in the past 2 quarters NWQ Managers - 8 Stocks NWQ Managers Continues To Buy
NWQ Managers (Trades, Portfolio) is a value-oriented money management firm. It invested in the following stocks in both the third and fourth quarters. More...

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6 Negative Assets in Gurus' Portfolios DaVita, Masimo among companies with falling stock prices and returns David Rolfe,NWQ Managers,Ron Baron,Diamond Hill Ca - 6 Negative Assets In Gurus' Portfolios
While gurus hold positions in these companies, the stock prices and returns continue to fall. These are the worst-performing stocks over the past three months with a long-term presence in more than four gurus’ portfolios. More...

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Rating: 0.0/5 (0 votes)

Delta Profits Despite Impact From Hurricanes The airline beat expectations for the 3rd quarter Warren Buffett,NWQ Managers,Louis Moore Bacon,Ray  - Delta Profits Despite Impact From Hurricanes
Delta Air Lines Inc. (NYSE:DAL) reported its results for the third quarter before the opening bell on Oct. 11. More...

DELTA, EARNINGS, 3Q, BEAT, HURRICANE, HARVEY, IRMA, AIRLINES


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NWQ Investments Comments on RenaissanceRe Holdings Guru stock highlight
RenaissanceRe Holdings (NYSE:RNR), a global provider of reinsurance and insurance, is also a new position in the portfolio. We believe RNR is a world- leading franchise and value creator, and a decade ahead of peers in transforming into a capital light “asset manager” of catastrophe risk, which is unrecognized in RNR’s stock price. The company’s gradual move towards being an asset manager (higher multiple) versus pure underwriter (low multiple) accelerated in 2016, and we believe is significantly underestimated by the investment community. We believe RenaissanceRe remains a great example of a well-managed business with an attractive risk/reward. More...

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NWQ Investments Comments on Delta Airlines Guru stock highlight
We also initiated a position in Delta Airlines (NYSE:DAL) following the stock's relative underperformance this year. We view Delta as a best-in-class airline, with an irreplicable hub-and-spoke model centered by their Atlanta hub. The company's underperformance stems from its exposure to transatlantic routes, an area where competitive dynamics are likely to persist. While this will be a headwind, we believe Delta is well-positioned to outperform peers on the domestic front, and their investment grade balance sheet and strong free cash flow generation should allow for a meaningful return of capital to shareholders. With the company trading at a discount to legacy peers for the first time in a multi-year period, we believe the stock is setup well going forward. Delta’s stock has appreciated meaningfully since our investment. More...

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NWQ Investments Comments on Coca-Cola Guru stock highlight
We purchased Coca-Cola (NYSE:KO) stock following weakness in its share price. The stock has underperformed the broader staples index over the last five years as earnings have modestly declined largely due to foreign exchange headwinds and slowing emerging markets (particularly Mexico, Brazil and China). While there has been a shift away from carbonated soft drinks (CSDs), particularly in developed markets, KO has been able to compensate with pricing as well ‐as growth in its non-CSDs segment, which has driven 2 3% organic revenue growth on a foreign exchange neutral basis. Going forward, two core catalysts will be 1) top line acceleration from refranchising, abating foreign exchange headwinds and the potential for an acceleration in emerging markets, and 2) meaningful margin expansion from refranchising and a massive cost savings program. Additionally, we are optimistic regarding the company’s new management and its restructuring plan. We believe the incoming CEO, James Quincey, is more focused on transitioning the company over time away from CSDs and changing the culture to focus on how KO should evolve over the next decade. More...

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NWQ Large Cap Value Fund 2nd Quarter Commentary Overview of quarter and holdings NWQ Managers - NWQ Large Cap Value Fund 2nd Quarter Commentary
MARKET COMMENTARY More...

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Activist Hedge Fund Takes Stake in EQT Jana Partners hopes to derail acquisition deal with Rice Energy Jana Partners,NWQ Managers - Activist Hedge Fund Takes Stake In EQT
After EQT Corp. (NYSE:EQT) announced its plans to acquire Rice Energy Inc. (NYSE:RICE) on June 19, hedge fund Jana Partners (Trades, Portfolio) took a nearly 5% stake in the energy company in an attempt to derail the $6.7 billion deal. More...

EQT, RICE, ENERGY, ACQUISITION, JANA PARTNERS, ACTIVIST


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EQT Buys Rice Energy for $6.7 Billion Deal will create shale gas drilling giant Andreas Halvorsen,NWQ Managers - EQT Buys Rice Energy For $6.7 Billion
After an extended period of depressed oil and gas prices, energy companies EQT Corp. (NYSE:EQT) and Rice Energy Inc. (NYSE:RICE) announced June 19 they have agreed to merge. More...

RICE, EQT, MERGER, APPALACHIAN, ENERGY, NATURAL GAS


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NWQ Managers Sells Pfizer, Viacom, Edison The firm's largest 1st-quarter sales NWQ Managers,RS Investment Management,Jim Simons,L - NWQ Managers Sells Pfizer, Viacom, Edison
NWQ Managers (Trades, Portfolio) is a value-oriented money management firm with several funds products and more than $54 billion under management. During the first quarter the guru sold shares in the following stocks: More...

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Texas Capital Bancshares Insider Invests in Company CEO buys 5,000 shares NWQ Managers - Texas Capital Bancshares Insider Invests In Company
Keith Cargill, president and CEO of Texas Capital Bancshares Inc. (NASDAQ:TCBI), purchased 5,000 shares of the company on April 21 according to SEC filings. More...

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7 Rising Stocks That Are Still Undervalued The Peter Lynch Value gives wide margins of safety NWQ Managers,Chuck Royce,Jim Simons,Joel Greenblat - 7 Rising Stocks That Are Still Undervalued
According to the GuruFocus All-in-One Screener, several gurus are focusing on stocks whose Peter Lynch fair values are far above the current prices. The following stocks are trading with wide margins of safety and have positive performances over the past 12 months. More...

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Low P/E Stocks Gurus Are Buying Undervalued but even overpriced stocks trading with low P/E ratios NWQ Managers,Jim Simons,Richard Pzena,Steven Cohen - Low P/E Stocks Gurus Are Buying
Here are six stocks gurus are buying that are trading with low price-earnings (P/E) ratios. Some of them are great investments; others need a double check, according to the DCF calculator. More...

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7 Cheap Stocks Based on Price-Sales All-in-One Screener identifies stocks with low P/S ratios NWQ Managers,Pioneer Investments - 7 Cheap Stocks Based On Price-Sales
According to the GuruFocus All-in-One Screener, the following stocks with market caps above $5 billion look cheap since they are trading with low price-sales (P/S) ratios. More...

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