NWQ Investment Management Co. LLC

Overview

NWQ Investment Management Co. LLC is an investment management firm based in Los Angeles, California. The firm specializes in managing investment portfolios for institutional and individual clients, focusing on value-oriented equity and fixed-income strategies. Their investment approach emphasizes long-term capital appreciation through in-depth analysis and research to identify undervalued companies with strong growth potential. The firm's investment strategies encompass large-cap value, large-cap balanced, special equity, special balanced, and small- and mid-cap value portfolios. They offer customized reports that include portfolio characteristics, attribution analysis, and risk measures, providing clients with comprehensive insights into their investments. As of their latest SEC filings, NWQ Investment Management Co. LLC has disclosed 152 total holdings, with a portfolio value of approximately $2.2 billion. Their top holdings include GSK plc, Bristol-Myers Squibb Company, Oracle Corporation, JPMorgan Chase & Co., and Citigroup Inc. The firm has a history of managing assets for corporate and multi-employer plans, public entities, endowments, foundations, and high-net-worth individuals, demonstrating a broad range of investment expertise.