Sharpe Focus

Nuance Investments
  • 5.0 (3)
  • INVESTING

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 manager that is 100% employee owned. The team focuses on buying leading business franchises with sustainable competitive positions that are trading at a discount to our internally derived fair value. We aim to outperform our primary and secondary benchmarks on an absolute and risk-adjusted basis, as measured by Sharpe ratio, over the long term. Please visit nuanceinvestments.com/podcast for more information.

Episodes

  1. JAN 28

    Episode - Nuance Concentrated Value Semi-Annual Call

    In this episode, Scott Moore, CFA®, Jack Meurer, CFA®, D. Adam West, CFA®, and Ben Becker, 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/2026/01/Composite-Semi-Annual-Call-MCV-20251231.pdf Nuance Concentrated Value Composite Net of Fee Returns as of 12/31/25: Trailing 1 Year Net Return: 3.41% Trailing 5 Year Net Return APR: 4.97% Trailing 10 Year Net Return APR: 7.93% 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 12/31/25 composite weights of names discussed are as follows: CLX (8.56%), HENKY (8.03%), CWT (7.56%), MRTN (6.57%), BDRFY (6.34%), KVUE (5.00%), WERN (4.90%), SOLV (4.22%), HTO (3.95%), GL (2.46%), POR (1.01%), KMB (0.95%), NKE (0.53%), NTRS (0.50%). Composite weights for the securities included in the presentation and other important disclosures can be found at https://nuanceinvestments.com/podcast-11/. 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 client.services@nuanceinvestments.com. Past performance is not a guarantee of future results.

    24 min

  2. JAN 28

    Episode - Nuance Mid Cap Value Semi-Annual Call

    In this episode, Scott Moore, CFA®, Jack Meurer, CFA®, D. Adam West, CFA®, and Ben Becker, 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://nuancesinvestments.com/wp-content/uploads/2026/01/Composite-Semi-Annual-Call-MCV-20251231.pdf Nuance Mid Cap Value Composite Net of Fee Returns as of 12/31/25: Trailing 1 Year Net Return: 4.52% Trailing 5 Year Net Return APR: 4.79% Trailing 10 Year Net Return APR:  8.75% 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 12/31/25 composite weights of names discussed are as follows: CWT (6.36%), CLX (6.23%), MRTN (6.04%), WERN (4.89%), HENKY (4.51%), SOLV (4.22%), KVUE (3.82%), HTO (3.73%), BDRFY (3.05%), GL (2.71%), POR (1.27%), KMB (0.97%), NTRS (0.50%), AWK (0.49%). Composite weights for the securities included in the presentation and other important disclosures can be found at https://nuanceinvestments.com/podcast-10/. 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 client.services@nuanceinvestments.com. Past performance is not a guarantee of future results.

    24 min

  3. 08/21/2025

    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 client.services@nuanceinvestments.com. Past performance is not a guarantee of future results.

    25 min

  4. 07/31/2025

    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 client.services@nuanceinvestments.com. Past performance is not a guarantee of future results.

    22 min

  5. 07/31/2025

    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 client.services@nuanceinvestments.com. Past performance is not a guarantee of future results.

    22 min

  6. 01/27/2025

    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 client.services@nuanceinvestments.com. Past performance is not a guarantee of future results.

    32 min

  7. 01/27/2025

    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 client.services@nuanceinvestments.com. Past performance is not a guarantee of future results.

    33 min

  8. 12/30/2024

    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 client.services@nuanceinvestments.com. Past performance is not a guarantee of future results.

    13 min

  9. 12/24/2024

    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 client.services@nuanceinvestments.com. 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/.

    18 min

  10. 11/25/2024

    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 client.services@nuanceinvestments.com. 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/.

    14 min
  • 10 Episodes

Ratings & Reviews

5
out of 5
3 Ratings

About

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 manager that is 100% employee owned. The team focuses on buying leading business franchises with sustainable competitive positions that are trading at a discount to our internally derived fair value. We aim to outperform our primary and secondary benchmarks on an absolute and risk-adjusted basis, as measured by Sharpe ratio, over the long term. Please visit nuanceinvestments.com/podcast for more information.

Information

  • Creator
    Nuance Investments
  • Years Active
    2024 - 2026
  • Episodes
    10
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    Sharpe Focus