Nuance Investments, LLC

Nuance Investments, LLC is a registered Investment Adviser based in Kansas City, MO, established in November 2008. The firm specializes in providing investment management services and products to various clients, including individuals, trusts, corporations, and retirement plans. Nuance offers separate account strategies such as the Nuance Mid Cap Value and Nuance Concentrated Value, focusing on long-term capital appreciation through U.S. equity securities. The firm also serves as the adviser to mutual funds like the Nuance Mid Cap Value Fund and Nuance Concentrated Value Fund. Nuance's investment philosophy revolves around value investing, focusing on companies with strong market positions and financial strength, priced below intrinsic value. For separate account strategies, the standard institutional fee schedules range from 0.55% to 0.85% based on assets under management. The firm may accept discretionary authority to manage client accounts, exercising investment discretion in line with client objectives and guidelines. Nuance engages in wrap or managed account programs, providing investment advisory services through various models, including Unified Managed Account Programs. The firm follows strict Code of Ethics, Proxy Voting Policies, and Procedures to ensure compliance and transparency in client dealings. As of December 31, 2024, Nuance Investments had $2.846 billion in discretionary assets under management and $656.4 million in UMA assets under advisement. The firm has no disciplinary information or financial commitments that impair its ability to meet client obligations.