NWQ Managers

NWQ Managers

Last Update: 10-10-2017

Number of Stocks: 194
Number of New Stocks: 17

Total Value: $7,230 Mil
Q/Q Turnover: 9%

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 (%)
201619.311.967.3
2015-9.541.38-10.9
201413.7113.690.0
3-Year Cumulative22.7 (7.1%/year)29 (8.9%/year)-6.3 (-1.8%/year)
201335.832.393.4
201214.9216-1.1
5-Year Cumulative91.5 (13.9%/year)98.2 (14.7%/year)-6.7 (-0.8%/year)
2011-1.452.11-3.6
201013.8315.06-1.2
200922.4126.46-4.0
2008-36.16-370.8
20076.815.491.3
10-Year Cumulative79.3 (6%/year)95.7 (6.9%/year)-16.4 (-0.9%/year)
200619.8215.794.0
20059.854.914.9
200411.0310.880.1
200328.5128.68-0.2
2002-25.07-22.1-3.0
15-Year Cumulative152.3 (6.4%/year)164.2 (6.7%/year)-11.9 (-0.3%/year)
2001-2.31-11.899.6
20007.44-9.116.5
199914.6921.04-6.4
19989.928.58-18.7
199727.533.36-5.9
20-Year Cumulative325.6 (7.5%/year)339.2 (7.7%/year)-13.6 (-0.2%/year)

Top Ranked Articles

Transplant Patients Show Improvement With Imbruvica Researchers observed a general response rate of 67%
AbbVie Inc. (NYSE:ABBV) announced Tuesday through PR Newswire that results indicate ibrutinib (trade name Imbruvica), a type of chemotherapy drug for the treatment of patients suffering from “chronic graft-versus-host disease (cGVHD),” is effective and safe. Read more...
Undervalued Stocks With Low P/E Ratios 8 cheap stocks held by gurus
Here are eight stocks gurus are buying that are trading with low price-earnings (P/E) ratios. Most of them are greatly undervalued, according to the DCF calculator. Read more...
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. Read more...
Low P/E Stocks Gurus Are Buying Undervalued but even overpriced stocks trading with low P/E ratios
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. Read more...
EQT Buys Rice Energy for $6.7 Billion Deal will create shale gas drilling giant
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. Read more...
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Commentaries and Stories

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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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Undervalued Stocks With Low P/E Ratios 8 cheap stocks held by gurus Jim Simons,NWQ Managers,Matthews Pacific Tiger Fun - Undervalued Stocks With Low P/E Ratios
Here are eight stocks gurus are buying that are trading with low price-earnings (P/E) ratios. Most of them are greatly undervalued, according to the DCF calculator. More...

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Transplant Patients Show Improvement With Imbruvica Researchers observed a general response rate of 67% NWQ Managers,Joel Greenblatt,David Dreman,Mario Ga - Transplant Patients Show Improvement With Imbruvica
AbbVie Inc. (NYSE:ABBV) announced Tuesday through PR Newswire that results indicate ibrutinib (trade name Imbruvica), a type of chemotherapy drug for the treatment of patients suffering from “chronic graft-versus-host disease (cGVHD),” is effective and safe. More...

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8 Uncommon Stocks NWQ Managers Is Buying Firm purchased these stocks during the past 2 quarters NWQ Managers,T Rowe Price Equity Income Fund,Charl - 8 Uncommon Stocks NWQ Managers Is Buying
NWQ Managers (Trades, Portfolio) is a value-oriented money management firm with several funds products and more than $54 billion under management. In both the second and third quarters the guru bought shares in the following stocks: More...

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Leukemia Treatment Achieves Promising Results 88% of patients got complete marrow response Ron Baron,NWQ Managers,Joel Greenblatt,David Drema -  Leukemia Treatment Achieves Promising Results
Juno Therapeutics Inc. (NASDAQ:JUNO) communicated through the Business Wire on Dec. 3 that the results from the study undertaken in patients affected with lymphocytic leukemia (CLL) and treated with JCAR014 were promising. More...

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NWQ Managers' Top 10 New Buys Guru's most significant purchase in 3rd quarter was digital imaging company NWQ Managers - NWQ Managers' Top 10 New Buys
NWQ Managers (Trades, Portfolio), which had double-digit returns in 2013 and 2014 that matched or exceeded the Standard & Poor’s 500, made 52 new buys in the third quarter. The following are the guru’s top 10 new purchases: More...

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Low P/S Stocks: The Travelers, AIG Stocks trading with low P/S ratios Pioneer Investments,NWQ Managers,Steven Cohen,Davi - Low P/S Stocks: The Travelers, AIG
According to GuruFocus' All-in-One Screener, the following are the stocks with market caps above $5 billion that are trading with low price-sales (P/S) ratios. More...

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NWQ Bought 12 New Holdings in 2nd Quarter Firm's largest acquisition was stake in technology solutions company NWQ Managers - NWQ Bought 12 New Holdings In 2nd Quarter
NWQ Managers (Trades, Portfolio) invested in 12 new holdings in the second quarter. The firm bought shares in a variety of companies, among them an airline, a retailer and a pharmaceutical company. More...

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