NWQ INVESTMENT Overview

Nwq Investment Management Company Llc is an investment advisor that manages 10.9 BN dollars in regulatory AUM and has 47 employees, of which 20 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 7BN in positions, representing 63% of the manager's regulatory AUM.

NWQ INVESTMENT StockAlpha

-2.5%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

NWQ INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
UNM 2.58% Financials 21.67% 0.06% 3 10%
C 2.43% Financials 19% -0.09% 0 24%
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FEATURED IN
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NWQ INVESTMENT Founders and Key Employees

Name Title In Position Since
Jon D. Bosse Co-President, Chief Investment Officer & Portfolio Manager June-2006
John E. Conlin Co-President, Chief Operating Officer June-2006
Avi M. Mizrachi Managing Director, General Counsel & Chief Compliance Officer July-2010

NWQ INVESTMENT Brokers, Custodians, Auditors and Administrators

Type Company

NWQ INVESTMENT Investment Strategy

ITEM 8 METHODS OF ANALYSIS, INVESTMENT STRATEGIES AND Risk of Loss

General Description

NWQ is a long-term investor which implements its investment strategies through an active research-driven, fundamentals-based, value-oriented process. Utilizing a corporate finance-oriented, cash flow focused discipline to identify potential investments trading at attractive absolute valuations, NWQ typically invests in companies that it believes are undervalued, have downside protection, and possess catalysts or inflection points expected to help unlock value.

NWQ’s stock selection process is driven by bottom-up fundamental research. NWQ’s research analysts constantly evaluate companies within their defined investable universe based upon a variety of both qualitative and quantitative criterion. Quantitative measures include price-to-cash flow, free-cash-flow yield, price-to-sales, price-to-earnings, price- to-book and earnings quality. Qual...
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NWQ INVESTMENT Portfolio Concentration

NWQ INVESTMENT Location

2049 CENTURY PARK EAST
16TH FLOOR
LOS ANGELES, California
UNITED STATES, 90067

NWQ INVESTMENT Contact Information

Phone Number: 310-712-4000
Fax Number: 310-712-4100
Website:

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