Nuance Mid Cap Value Fund
NMVLX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 4900 Main Street, Suite 220Kansas,MO 64112United States United States of America
- IPO Date
- Jan 3, 2014
- CIK
- 0001511699
- Website
- nuanceinvestments.com
- Similar Companies
- Business
- Nuance Mid Cap Value Fund (NMVLX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of high-quality U.S. mid-capitalization companies trading at a discount to intrinsic value. The fund, managed by Nuance Investments, LLC, advisor headquartered in Kansas City, Missouri and founded in 2008, typically holds a portfolio of 50 to 90 companies with market capitalizations aligned with the Russell Midcap Index range; it may allocate up to 15% to developed market foreign equities, employs quantitative screening and fundamental research emphasizing sustainable competitive advantages and financial strength, and adheres to constraints including 7.5% maximum position size, 25% industry limit, and 10% cash cap. Share classes include Institutional (NMVLX, inception December 31, 2013), Investor (NMAVX, inception December 31, 2013), and Z (NMVZX, inception May 8, 2017), all overseen by Portfolio Managers Scott Moore, CFA, Jack Meurer, CFA, and Adam West, CFA; the fund benchmarks against the Russell Midcap Value Index and S&P 500, with temporary defensive positions in cash equivalents or short-term debt as needed. Nuance Investments offers complementary strategies such as Concentrated Value and Concentrated Long-Short separate accounts, targeting institutions, endowments, foundations, and family offices with a disciplined value investing approach focused on undervalued leading franchises. In recent developments, Nuance Investments became 100% employee-owned following the 2018 buyout of Montage Investments' controlling interest, enhancing alignment with client interests; semi-annual market outlooks for the Mid Cap Value composite were issued in January 2025 and July 2024, highlighting valuation opportunities; and effective June 30, 2024, Adam West advanced to VP, Portfolio Manager from Senior Investment Analyst. The firm operates from 4900 Main Street, Suite 220, Kansas City, Missouri, distributing funds via Quasar Distributors, LLC, and maintains capacity constraints across its strategies.