NWQ Investment Management Company, LLC (NWQ) is a research driven investment firm located in Los Angeles, California with approximately U.S. $9.67 billion in assets under management*. Portfolio management is led by a senior investment team, with members averaging 20 years of investment experience, collaboratively backed by a seasoned research team.
NWQ's approach to investing is based upon a bottom-up, fundamental approach. The team conducts independent research focused on understanding individual companies as businesses rather than viewing them simply as securities. Part of the methodology includes rigorous financial statement evaluation, focusing on balance sheet and cash flow statement analysis above solely relying upon the income statement. They believe this process allows for a true understanding of a company's economic profitability, cash flow and return on capital.
Sun Life NWQ Flexible Income Fund
*As at March 31, 2016, includes approximately US$834 million in Unified Managed Account (UMA) assets