Effective November 27, 2021, the deferred sales charge and low load sales charge purchase options will no longer be available for purchase on Sun Life Global Investments mutual funds. Switches between funds of the same sales charge purchase option will be permitted.

NWQ Investment Management Company (NWQ)

NWQ Investment Management Company, LLC (NWQ) is a global investment manager based in Los Angeles. With over three decades of experience researching opportunities, the seasoned investment professionals at NWQ have the ability to understand change and identify catalysts to unlock value. 

  • Scale

    $14.4 billion* in assets under management

  • Trusted Partner

    Los Angeles-based global investment manager founded in 1982

  • Breadth of experience

    Average of 19+ years of experience for the Portfolio management team and research professionals

Investment process

NWQ's approach to investing is based upon a bottom-up, analyst-driven research process. This process focuses on undervalued companies with an attractive risk/reward and the potential for downside protection.

Funds sub-advised

Sun Life NWQ Flexible Income Fund

Sun Life NWQ Flexible Income Fund has the ability to invest in a diversified portfolio of income producing securities, seeking regular monthly income and capital appreciation. The fund may invest anywhere in the world, but it’s generally focused in the U.S.  The fund’s investment universe includes bonds, preferred stocks, equites, and convertibles. 

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*As at 17 July 2019. In Canadian dollars