Sharpe Focus

About Sharpe Focus

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 nuanceinvestments.com/podcast (https://nuanceinvestments.com/podcast) for more information.

Publisher

Nuance Investments

Category

business

Language

en

Explicit

No

First episode

18 Sept 2024

Latest episode

31 Jul 2026

Latest episodes

11 episodes in the feed.

1. 

   31 Jul 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.

2. 

   31 Jul 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.

3. 

   21 Aug 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

4. 

   31 Jul 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 presentation which is available for download at https://nuanceinvestments.com/wp-content/uploads/2025/07/20250630_Semi-Annual-Call_MCV.pdf

5. 

   31 Jul 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 presentation which is available for download at https://nuanceinvestments.com/wp-content/uploads/2025/07/20250630_Semi-Annual-Call_CV.pdf

6. 

   27 Jan 2025

   Sharpe Focus with Nuance Investments - Episode 6

   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 presentation which is available for download at https://nuanceinvestments.com/wp-content/uploads/2025/01/Composite-Semi-Annual-Call-CV-20241231.pdf

7. 

   27 Jan 2025

   Sharpe Focus with Nuance Investments - Episode 5

   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 presentation which is available for download at https://nuanceinvestments.com/wp-content/uploads/2025/01/Composite-Semi-Annual-Call-MCV-20241231.pdf

8. 

   30 Dec 2024

   Sharpe Focus with Nuance Investments - Episode 4

   In this episode, Paul Gillespie and Darren Schryer, CFA®, CPA discuss our Nuance Investment Process.

9. 

   25 Nov 2024

   Sharpe Focus with Nuance Investments - Episode 3

   Portfolio Manager Adam West, CFA, and Jenny McBee, CFA, highlight Nuance Investments' top holding Estée Lauder, offering insights into its October 2024 performance and value proposition.

10. 

    23 Oct 2024

    Sharpe Focus with Nuance Investments - Episode 2

    Sharpe Focus is a 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.

11. 

    18 Sept 2024

    Sharpe Focus with Nuance Investments - Episode 1

    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.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

5.0 / 5

3 ratings

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Guest appearances

Books guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.