Managed Portfolio Series - Nuance Concentrated Value Fund(NASDAQMUTFUND) NCVLX

Nuance Concentrated Value Fund Institutional Class focuses on investing in U.S. equities, targeting high-quality companies that are undervalued or out of favor. The fund employs an all-cap strategy, maintaining a concentrated portfolio of 15 to 35 companies across various market capitalizations.

Products and Services

• Investment in U.S. equities with a focus on undervalued companies
• Concentrated portfolio strategy with 15 to 35 holdings
• Allocation of up to 25% in foreign companies classified as 'developed'

Growth Outlook

• Market capitalization of approximately $119 million indicates growth potential
• Dividend yield of 1.64% reflects commitment to returning value to investors
• Price range of $11.93 to $14.70 shows stability and potential for appreciation

Financial Highlights

• Recent quarterly data shows no significant income or cash flow changes
• Trailing twelve months (TTM) dividend per share stands at $0.227
• Beta of 0.649 suggests lower volatility compared to the overall market

Nuance Concentrated Value Fund Institutional Class is designed for investors seeking exposure to a concentrated portfolio of high-quality U.S. equities. The fund's strategy emphasizes identifying undervalued companies, which may present opportunities for capital appreciation. The ability to allocate a portion of assets to foreign equities further diversifies investment options. The growth outlook remains positive, supported by a solid market capitalization and a consistent dividend yield. The price range indicates a stable investment environment, while the low beta suggests that the fund may offer a more stable investment compared to broader market fluctuations. Overall, the fund's focus on quality and value, combined with its strategic investment approach, positions it as an appealing option for investors interested in concentrated equity investments.