The Nomura Mid Cap Value Equity (SMA) strategy is a traditional/relative value strategy that stays in the correct style box. The team’s edge is its focus on cash flow and capital deployment. The team incorporates the concept of capital deployment in their analysis and invests in companies that have high quality management teams focused on returning cash to shareholders.
Experience
Stocks are selected by an experienced, value-focused team of sector specialists, averaging 15+ years of industry experience
Cash-flow focus
Focus on companies’ ability to effectively deploy and generate sustainable free-cash flow
Consistency
Disciplined investment process with a focus on risk mitigation that has been consistently applied for more than 25 years
Intensive, fundamental, bottom-up research process seeks to identify companies that offer superior expected returns based on the company’s ability to generate sustainable free cash flow.
Companies with higher free cash flow yields have the potential to outperform counterparts with lower free cash flow yields and may be better positioned to provide downside protection in times of economic stress.
Risk management is ingrained in each step of the process to preserve and grow investors’ capital.
Free cash flow is at the heart of the strategy’s traditional value investing process, driving investment ideas and research. Investments undergo thorough financial scrutiny with a cash flow focus to ensure portfolio alignment.
Portfolio construction is driven by bottom-up stock selection targeting the team’s best investment ideas. Barra factor monitoring and economic analysis seek to ensure prudent exposure management across market cycles.
Russell Midcap® Value Index
We'll provide the depth of experience and resources needed to help address the changing dynamics of today's markets. From ETFs, SMAs, and mutual funds to private markets, our team can help you identify investment solutions aligned to your clients' financial needs.
Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
“Nomura Asset Management International” or “NAMI” refers to the global (ex-Japan) investment management business of Nomura. Statements regarding “Nomura Asset Management” or “NAM” include information about both NAMI and other affiliated investment managers. Additional information regarding Nomura Asset Management’s global investment management business is available here.
This information is a general description of Nomura Asset Management only. The views expressed on this website represent those of the relevant investment team and are subject to change. No information set out above constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions.
Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be {{{realized}}} or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.
A summary of investor rights (in English) is accessible here.
Additional important information (including regional disclosures)
Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
“Nomura Asset Management International” or “NAMI” refers to the global (ex-Japan) investment management business of Nomura. Statements regarding “Nomura Asset Management” or “NAM” include information about both NAMI and other affiliated investment managers. Additional information regarding Nomura Asset Management’s global investment management business is available here.
This information is a general description of Nomura Asset Management only. The views expressed on this website represent those of the relevant investment team and are subject to change. No information set out above constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions.
Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realised or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.
This is a marketing communication. The prospectus, key information document (PRIIPs KID), key investor information document (UCITS KIID) – as appropriate for your relevant jurisdiction – and other fund related materials are available in English and, for the PRIIPs KID, in the official language of the countries in which the fund is available for distribution.
A summary of investor rights in English and information on collective redress mechanisms are available at:
Nomura Funds Ireland: https://www.nomura-asset.co.uk/download/funds/how-to-invest/Summary_of_investor_rights.pdf
Nomura Fund Solutions: https://mim.fgsfulfillment.com/download.aspx?sku=SUM-INV-RIGHTS
Nomura Asset Management U.K. Limited and the Management Company may at any time decide to terminate arrangements made for the marketing of units of a fund in a member state other than its home member state.
Additional important information (including regional disclosures)
Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
“Nomura Asset Management International” or “NAMI” refers to the global (ex-Japan) investment management business of Nomura. Statements regarding “Nomura Asset Management” or “NAM” include information about both NAMI and other affiliated investment managers. Additional information regarding Nomura Asset Management’s global investment management business is available here.
This information is a general description of Nomura Asset Management only. The views expressed on this website represent those of the relevant investment team and are subject to change. No information set out above constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions.
Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realised or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.
This is a marketing communication. Please refer to the Prospectus and the KIIDs when making any final investment decision.
A summary of investor rights (in English) is accessible here.
Additional important information (including regional disclosures)
Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
“Nomura Asset Management International” or “NAMI” refers to the global (ex-Japan) investment management business of Nomura. Statements regarding “Nomura Asset Management” or “NAM” include information about both NAMI and other affiliated investment managers. Additional information regarding Nomura Asset Management’s global investment management business is available here.
This information is a general description of Nomura Asset Management only. The views expressed on this website represent those of the relevant investment team and are subject to change. No information set out above constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions.
Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realised or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.
This is a marketing communication. The prospectus, key information document (PRIIPs KID), key investor information document (UCITS KIID) – as appropriate for your relevant jurisdiction – and other fund related materials are available in English and, for the PRIIPs KID, in the official language of the countries in which the fund is available for distribution.
A summary of investor rights in English and information on collective redress mechanisms are available at:
Nomura Funds Ireland: https://www.nomura-asset.co.uk/download/funds/how-to-invest/Summary_of_investor_rights.pdf
Nomura Fund Solutions: https://mim.fgsfulfillment.com/download.aspx?sku=SUM-INV-RIGHTS
Nomura Asset Management U.K. Limited and the Management Company may at any time decide to terminate arrangements made for the marketing of units of a fund in a member state other than its home member state.
Additional important information (including regional disclosures)
Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
“Nomura Asset Management International” or “NAMI” refers to the global (ex-Japan) investment management business of Nomura. Statements regarding “Nomura Asset Management” or “NAM” include information about both NAMI and other affiliated investment managers. Additional information regarding Nomura Asset Management’s global investment management business is available here.
This information is a general description of Nomura Asset Management only. The views expressed on this website represent those of the relevant investment team and are subject to change. No information set out above constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions.
Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realised or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.
This is a marketing communication. Please refer to the Prospectus and the KIIDs when making any final investment decision.
A summary of investor rights (in English) is accessible here.
Additional important information (including regional disclosures)
Nothing presented should be construed as a recommendation to purchase or sell any security or follow any investment technique or strategy.
You can check the background of your investment professional on FINRA's BrokerCheck.
Form ADV – Nomura Investment Management Business Trust
Part 1A | Part 2A | Part 2B brochure supplement | ADV part 3 – Form CRS
Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
“Nomura Asset Management International” or “NAMI” refers to the global (ex-Japan) investment management business of Nomura. Statements regarding “Nomura Asset Management” or “NAM” include information about both NAMI and other affiliated investment managers. Additional information regarding Nomura Asset Management’s global investment management business is available here.
This information is a general description of Nomura Asset Management only. The views expressed on this website represent those of the relevant investment team and are subject to change. No information set out above constitutes advice, an advertisement, an invitation, a confirmation, an offer or a solicitation, to buy or sell any security or other financial product or to engage in any investment activity, or an offer of any banking or financial service. Some products and/or services mentioned on this website may not be suitable for you and may not be available in all jurisdictions.
Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realized or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.
Nomura Asset Management, unless otherwise stated, refers to the Nomura Asset Management International business. Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients. Nomura Asset Management primarily operates through several distinct investment managers, which includes Nomura Investment Management Business Trust (NIMBT), a Securities and Exchange Commission (SEC) registered investment adviser. Investment advisory services are provided to the Nomura Funds by Delaware Management Company, a series of NIMBT. The Nomura Funds mutual funds are distributed by Delaware Distributors, L.P., a registered broker/dealer and member of the Financial Industry Regulatory Authority (FINRA) and an affiliate of NIMBT.
Form ADV – Nomura Investment Management Business Trust
Part 1A | Part 2A | Part 2B brochure supplement | ADV part 3 – Form CRS
Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
For recipients in the United States, Nomura Asset Management is part of the Investment Management Division of the Nomura Group, providing integrated public and private market asset management services across equities, fixed income, private credit and multi-asset solutions to intermediary and institutional clients.
“Nomura Asset Management International” or “NAM International” refers to the global (ex-Japan) investment management business of Nomura. Statements regarding “Nomura Asset Management” include information about both NAM International and other affiliated investment managers. Additional information regarding Nomura Asset Management’s global investment management business is available here.
Investing involves risk including the possible loss of principal. The investment capabilities described in this website involve risks due, among other things, to the nature of the underlying investments. All examples herein are for illustrative purposes only and there can be no assurance that any particular investment objective will be realized or any investment strategy seeking to achieve such objective will be successful. Past performance is not a reliable indication of future performance.
Before acting on any information, you should consider the appropriateness of it having regard to your particular objectives, financial situation and needs and seek advice.
A summary of investor rights (in English) is accessible here.
Additional important information (including regional disclosures)