Nuance Investments Receives Top Morningstar® Ratings for its Mid Cap Value Separate Account Strategy

KANSAS CITY, Mo., Sept. 2, 2014 /PRNewswire/ -- Nuance Investments, the classic value investment firm led by Scott Moore, CFA, today announced that the Nuance Mid Cap Value Strategy has earned a 5-Star Overall Morningstar Rating^TM for the period ending June 30, 2014, versus 101 separate accounts in the Mid-Cap Value Category. The Nuance Concentrated Value Strategy also earned a 5-Star Overall Morningstar Rating^TM for the same time period, versus 389 separate accounts in the Large Value Category.

The Morningstar Ratings are derived from a weighted average of the strategies' 3-, 5-, and 10-year risk-adjusted return measure, if applicable, relative to other strategies in the same Morningstar category. The ratings range from 1 to 5 Stars, with only the best performers (top 10%) receiving 5 Stars.

"I am thrilled to once again receive top Morningstar Ratings for our strategies," said Moore. "I believe these ratings illustrate our commitment to delivering outstanding risk-adjusted returns for investors by applying our disciplined approach to identifying leading business franchises selling at a discount to fair value."

The Nuance ratings fall on the heels of the firm's announcement that it recently hired Chad Baumler, CFA, as portfolio manager. Baumler's hiring was a result of the firm's recent growth and success in the classic value space. Joining Nuance from American Century Investments, Baumler supports Moore in managing both the Mid Cap Value and Concentrated Value strategies.

Nuance Investments is part of Montage Investments, a diverse group of institutional investment managers that together manage more than $27 billion for a wide range of investors. Montage supports Nuance's efforts through its team of 32 distribution professionals who are located throughout the country.  

About Nuance Investments
Nuance Investments is a value investment firm that was formed on the belief that the ability to outperform the broad stock market is predicated on a consistent and disciplined value investing approach. The Nuance team's focus seeks to generate investment returns for clients by diligently reviewing one company at a time on its own investment merits. Visit www.nuanceinvestments.com

About Montage Investments
Montage Investments provides institutional-caliber investments to investors and the financial professionals who serve them. Through a family of independent asset managers, unified by deep market insight and fundamental research, Montage offers alternative investment solutions across the spectrum of asset classes and strategies that include mutual funds, closed-end funds and separate accounts. Collectively, Montage Investments managed $27 billion as of June 30, 2014. Visit www.montageinvestments.com

Important disclosures
Past performance is not a guarantee of future results. Any investment contains risk including the risk of total loss. There is no guarantee that an investment with the strategy will meet its investment objectives. Please request a copy of the Firm's Full General Disclosures for more information. All material presented is compiled from sources believed to be reliable and current, but accuracy cannot be guaranteed. The information contained herein should not be construed as personalized investment advice and should not be considered as a solicitation to buy or sell any security or engage in a particular investment strategy. Investing involves risk, including the possible loss of principal. Nuance Investments, LLC is majority owned by Montage Investments, LLC. Prior to August 1, 2010, Nuance operated under the name Mariner Value Strategies, LLC.

©2014 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

The Morningstar® ratings (the "Rating(s)") provided are as of June 30, 2014. The Rating is a measure of a separate account's risk-adjusted return, relative to other separate accounts in the same Morningstar Category. Separate accounts are rated from 1 to 5 stars, with the best performers receiving 5 stars and the worst performers receiving 1 star. Separate accounts are rated for up to three periods (three, five, and 10 years), and ratings are recalculated each quarter. The Morningstar Rating for separate accounts uses an enhanced risk-adjusted return measure, which accounts for all variations in a separate account's monthly performance, with more emphasis on downward variation. Separate accounts are ranked against others in the same category and stars are assigned as follows: the top 10% of separate accounts in a category earn 5 stars, the next 22.5% 4 stars, the middle 35% 3 stars, the next 22.5% 2 stars, and the bottom 10% 1 star. The Morningstar Category identifies separate accounts based on their actual investment styles as measured by their underlying representative holdings (portfolio statistics and compositions).

Nuance Mid Cap Value was rated against the following numbers of U.S.-domiciled Mid-Cap Value separate accounts over the following time periods: 101 separate accounts in the last three years, and 98 separate accounts in the last five years. With respect to these Mid-Cap Value separate accounts, Nuance Mid Cap Value received a Morningstar Rating of 5 stars and 5 stars for the three- and five-year periods, respectively. Past performance is no guarantee of future results.

Nuance Concentrated Value was rated against the following numbers of U.S.-domiciled Large Value separate accounts over the following time periods: 389 separate accounts in the last three years, and 367 separate accounts in the last five years. With respect to these Large Value separate accounts, Nuance Concentrated Value received a Morningstar Rating of 5 stars and 5 stars for the three- and five-year periods, respectively. Past performance is no guarantee of future results.

Ratings are not indicative of Nuance's future performance. For more information regarding the rating methodology, please contact [email protected].

SOURCE Nuance Investments