NWQ Managers

NWQ Managers

NWQ Investment Management Co
Last update 2020-02-14 157 Stocks (13 new)
Value $3.99 Bil Turnover 10 %
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NWQ Managers 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.

NWQ Managers 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.
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Performance of Nuveen Multi-Manager Large-Cap

Year Return % S&P500 % Excess Gain %
2019 20.39 30.58 -10.2
2018 -11.16 -4.57 -6.6
2017 16.48 21.7 -5.2
3-Year Cumulative (2017-2019) 24.58 (7.60/Year) 51.65 (14.89/Year) -27.07 (-7.29/Year)
2016 19.3 12 7.3
2015 -9.54 1.24 -10.8
5-Year Cumulative (2015-2019) 34.45 (6.10/Year) 71.96 (11.45/Year) -37.49 (-5.35/Year)
2014 13.71 13.46 0.2
2013 35.8 32.31 3.5
2012 14.92 15.99 -1.1
2011 -1.45 1.9 -3.4
2010 13.83 15.05 -1.2
10-Year Cumulative (2010-2019) 167.64 (10.35/Year) 251.03 (13.38/Year) -83.39 (-3.03/Year)
2009 22.41 26.35 -3.9
2008 -36.16 -36.79 0.6
2007 6.81 5.15 1.7
2006 19.82 15.84 4
2005 9.85 4.83 5
15-Year Cumulative (2005-2019) 194.04 (7.46/Year) 257.98 (8.87/Year) -63.94 (-1.39/Year)
2004 11.03 10.7 0.3
2003 28.51 28.18 0.3
2002 -25.07 -21.58 -3.5
2001 -2.31 -11.76 9.5
2000 7.44 -9.75 17.2
20-Year Cumulative (2000-2019) 229.96 (6.15/Year) 217.22 (5.94/Year) 12.74 (0.21/Year)
1999 14.69 20.38 -5.7
1998 9.9 28.69 -18.8
1997 27.5 33.49 -6

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