Nuance Concentrated Value L-S Invt (NCLIX)
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Nuance Concentrated Value L-S Invt
MILWAUKEE WI 53202
615 EAST MICHIGAN STREET
Managed Portfolio Series (Nuance)
816-743-7080
Management Information
Scott A. Moore,Lead Manager since December 30, 2015
Scott Moore is the President and Co-Chief Investment Officer of Nuance and is a co-owner of the firm. He founded the firm in November, 2008 and is also the Lead Portfolio Manager for Nuance Concentrated Value and Nuance Mid Cap Value. Scott has more than 32 years of investment experience, more than 30 years of value investment analyst experience and more than 24 years of portfolio management experience using a classic value approach.
For the decade before co-founding Nuance, Scott managed more than $10 billion in institutional, intermediary and mutual fund assets for American Century Investments (ACI). Prior to becoming a Portfolio Manager, he spent three years as an Investment Analyst at ACI, specializing in the Telecommunications, Utilities, and Industrials sectors. He also worked as an Investment Analyst at Boatmen’s Trust Company in St. Louis, Missouri, and at ACI as a Fixed Income Investment Analyst.
Scott holds a Bachelor of Science (BS) in Finance from Southern Illinois University and a Master of Business Administration (MBA) with an emphasis in Finance from the University of Missouri. Scott is a CFA® charterholder and a member of the CFA Institute.
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Morningstar Category
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Fund Overview
CategoryLong-Short Equity
Fund FamilyNuance Investments
Net Assets96.16M
YTD Return-10.17%
Yield4.98%
Morningstar Rating★
Inception DateDec 30, 2015
Fund Operations
Last Dividend0.40
Last Cap Gain-4.00
Holdings Turnover131.00%
Average for CategoryN/A
Fees & Expenses
ExpenseNCLIXCategory Average
Annual Report Expense Ratio (net)3.25%1.92%
Prospectus Net Expense Ratio3.25%N/A
Prospectus Gross Expense Ratio3.25%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.33%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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