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The investment seeks long-term capital appreciation. The fund normally invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in equity securities of companies with market capitalizations at the time of investment comparable to companies in the Russell 1000® Value Index. It invests primarily in U.S. equity securities, but the fund may invest up to 35% of its net assets in non-U.S. equity securities, including up to 10% of its net assets in equity securities of companies located in emerging market countries.
Name | Title | Since | Until |
---|---|---|---|
Jujhar S. Sohi | Managing Director | 2019 | Now |
Biography | Jujhar joined NWQ in 2013 as an equity analyst with global responsibility for banks and diversified financials. He has more than 15 years of financial-services experience and previously held equity analyst roles at Santander Asset Management and M&G Investment Management. He received his BA and MSc degrees from the University of Oxford and University College London, respectively, and is a CFA Charterholder. | ||
Jon D. Bosse | Portfolio Manager | 2006 | Now |
Biography | Jon D. Bosse, CFA, Co-President, Chief Investment Officer and Portfolio Manager at NWQ since 1996. Prior to joining NWQ, Mr. Bosse spent ten years with ARCO Investment Management Company where, in addition to managing a value-oriented fund, he was the Director of Equity Research. Previously, he spent four years with ARCO in Corporate Finance. Mr. Bosse received his B.A. in Economics from Washington University, St. Louis. He received his M.B.A. from the Wharton Business School, University of Pennsylvania. | ||
Raymond O. Wicklander | Portfolio Manager | 2018 | 2019 |
Biography | Ray Wicklander, III is a Portfolio Manager on the Fundamental Equity Team for our Strategic Large Cap Value and Global and International Value strategies. Ray has 18 years of international investment experience, and he is also a member of our Multi-Asset Strategy investment team. Ray previously spent 13 years at Nuveen Investments, as a Managing Director, Portfolio Manager of the Global Select strategies, and co-Manager of the Large Cap, All Cap, and Concentrated Value strategies, and Analyst at NWQ Investment Management. Previously Ray was at Nuveen subsidiary Tradewinds Global Investors, Pembroke Capital Management, and began his career at Northern Trust Asset Management in Chicago. Ray holds a BBA from the University of Notre Dame and an MSc from the London School of Economics. He also holds the CPA (registered CPA, state of Illinois) and CFA® designations. Ray is a member of the Finance and Investment Committees of the Board of Trustees of Fenwick High School, an Advisory Board and Investment Committee member at Misericordia Home and Foundation, and a board member at DePaul University’s Institute for Business & Professional Ethics. |
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