Nuveen Small Cap Select


The world of small-cap stocks brims with potential, but identifying the true gems can be daunting. The Nuveen Small Cap Select Portfolio offers an actively managed strategy that seeks to unearth high-growth potential within this dynamic asset class.

Going Beyond the Index

Unlike many small-cap funds that track broad indexes, the Nuveen Small Cap Select Portfolio employs a rigorous bottom-up approach. Its experienced investment team delves deep into individual companies, conducting thorough fundamental analysis to identify:

  • Emerging leaders: Companies with strong competitive advantages and the potential to become industry leaders.
  • Sustainable growth drivers: Businesses with unique products, services, or market positions poised for long-term expansion.
  • Strong management teams: Leaders with proven track records, clear vision, and a commitment to shareholder value.

Building a Concentrated Portfolio

Portfolio construction reflects the team's high-conviction philosophy. It typically holds 30-45 companies, allowing for in-depth research and concentrated exposure to its most promising small-cap picks. This focus aims to amplify the potential for alpha generation beyond a passively managed index.

When is This Strategy Best Positioned to Shine?

The Nuveen Small Cap Select Portfolio is expected to add value in specific market conditions:

  • Periods of small-cap outperformance: When small-cap stocks outperform the broader market, the portfolio's focused selection can magnify returns.
  • Early stages of economic cycles: Small-cap companies can be more nimble and responsive to economic shifts, potentially leading to outperformance during early growth phases.
  • Market inefficiencies: The active management approach aims to exploit inefficiencies in the small-cap space, where research coverage is often limited.

Investors to Consider

This strategy might be suitable for investors seeking:

  • High-growth potential: Accessing the potentially explosive growth of small-cap stocks with the potential for significant alpha generation.
  • Active management expertise: Leveraging Nuveen's experienced team and research capabilities to navigate the complexities of small-cap investing.
  • Higher risk tolerance: Small-cap stocks are inherently more volatile, so investors should be comfortable with potential fluctuations.

Unearthing Tomorrow's Giants

The Nuveen Small Cap Select Portfolio offers a compelling approach for investors seeking to tap into the growth potential and alpha generation opportunities within the small-cap universe. If you're comfortable with higher risk and believe in the power of active management, this portfolio could be a suitable avenue for achieving your investment goals.



The representations and opinions of Nuveen herein are their own and are not the opinions or views of Freedom Advisors. The information is believed to be reliable but is neither guaranteed by Freedom Advisors nor any of its affiliates. Freedom Advisors and Nuveen are not affiliated. This document and the information contained herein is intended for informational purposes only. It does not constitute investment advice or a recommendation with respect to investment. Investing in any strategy should only occur after consulting with a financial advisor. Freedom Advisors does not provide tax or legal advice.


Want to learn more?

To find out more about the 600 portfolio models on the Freedom Advisors platform, schedule a demo.

Schedule a Demo