Sharpe Focus
Claim This Podcastby Nuance Investments
Podcast Overview
<p>Join members of the Nuance Investments team as they discuss relevant and timely topics related to the Firm’s portfolios and investment process. Nuance is a boutique asset management firm focused on owning leading business franchises with sustainable competitive positions which are trading at a discount to the Firm’s internally derived Fair Value. The Firm’s strategies aim to outperform their primary and secondary benchmarks on an absolute and risk-adjusted basis, as measured by the Sharpe Ratio, over the long term. Please visit <a href="https://nuanceinvestments.com/podcast" target="_blank" rel="noreferrer noopener">nuanceinvestments.com/podcast</a> for more information.</p>
Language
🇺🇲
Publishing Since
9/18/2024
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Recent Episodes
July 31, 2026
Nuance Concentrated Value Semi-Annual Update
In this episode, Scott Moore, CFA®, Jack Meurer, CFA®, and Adam West, CFA® provide a semi-annual update for the Nuance Concentrated Value Strategy. Hosted by Ben Becker, CFA®. This material should be reviewed in conjunction with the associated presentation:Nuance Concentrated Value Semi-Annual Update Presentation Nuance Concentrated Value Composite Net of Fee Returns as of 6/30/26:Trailing 1 Year Net Return: 14.51%Trailing 5 Year Net Return APR: 5.14%Trailing 10 Year Net Return APR: 7.87% Current standardized performance figures and the strategy's top 10 portfolio holdings can be found on our website. Disclosures: 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.
July 31, 2026
Nuance Mid Cap Value Semi-Annual Update
In this episode, Scott Moore, CFA®, Jack Meurer, CFA®, and Adam West, CFA® provide a semi-annual update for the Nuance Mid Cap Value Strategy. Hosted by Ben Becker, CFA®. This material should be reviewed in conjunction with the associated presentation:Nuance Mid Cap Value Semi-Annual Update Presentation Nuance Mid Cap Value Composite Net of Fee Returns as of 6/30/26:Trailing 1 Year Net Return: 16.65%Trailing 5 Year Net Return APR: 5.09%Trailing 10 Year Net Return APR: 9.03% Current standardized performance figures and the strategy's top 10 portfolio holdings can be found on our website. Disclosures: 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 6/30/26 composite weights of names discussed are as follows: BDRFY (5.3%), KRX:005930 (0.0%), MRTN (1.2%), MU (0.0%), QGEN (7.3%), SKHY (0.0%), SNDK (0.0%), UUGRY (1.2%), WDC (0.0%), and WERN (1.0%). Composite weights for the securities included in the presentation and other important disclosures can be found on our website. 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.
August 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
11 total episodes available
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Frequently asked questions
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- What is Sharpe Focus?
<p>Join members of the Nuance Investments team as they discuss relevant and timely topics related to the Firm’s portfolios and investment process. Nuance is a boutique asset management firm focused on owning leading business franchises with sustainable competitive positions which are trading at a discount to the Firm’s internally derived Fair Value. The Firm’s strategies aim to outperform their primary and secondary benchmarks on an absolute and risk-adjusted basis, as measured by the Sharpe Ratio, over the long term. Please visit <a href="https://nuanceinvestments.com/podcast" target="_blank" rel="noreferrer noopener">nuanceinvestments.com/podcast</a> for more information.</p> - How often does this podcast release new episodes?
This podcast updates monthly.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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