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NWQ Investment Management Company, LLC - Jon D. Bosse
NWQ Investment Management Company, LLC a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2020
18 Followers
Jon D. Bosse NWQ Investment Management Company, LLC
Hedge Fund Manager
Ranked #347 out of 487 Hedge Fund Managers
Portfolio Gain
-9.53%
Since Jan 2016
Sharpe Ratio
-0.13
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$2.22B
Jon D. Bosse manages more assets than 55% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
-1.14%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
19.17% Financial
16.57% Technology
14.63% Healthcare
9.35% Industrial Goods
6.98% Consumer Cyclical
5.91% Communication Services
5.77% Utilities
3.92% Consumer Defensive
3.36% Energy
3.32% Basic Materials
1.67% Real Estate
0.07% General
A breakdown of NWQ Investment Management Company, LLC's portfolio by sector
NWQ Investment Management Company, LLC Portfolio Activity
BorgWarner
Added
Consumer Cyclical
$38.48
($33.74-$43.22)
+10.20%
+0.32%
2.23M
0.08%
IdaCorp
Added
Utilities
$87.04
($78.91-$95.17)
+32.54%
+28.44%
3.88M
0.16%
TripAdvisor
Added
Consumer Cyclical
$21.46
($18.21-$24.72)
+35.53%
+7.83%
12.39M
0.56%
Old Republic International
Sold Out
Financial
$15.87
($13.93-$17.81)
+177.79%
-100.00%
0.00
0.00%
Chevron
Added
Energy
$81.75
($70.50-$93.01)
+159.49%
+2.20%
24.56M
0.95%
Innospec
Added
Basic Materials
$73.01
($61.48-$84.54)
+100.90%
+5.73%
5.64M
0.24%
NatWest Group
Sold Out
Financial
$2.98
($2.52-$3.45)
+241.12%
-100.00%
0.00
0.00%
United Therapeutics
Added
Healthcare
$110.45
($98.37-$122.53)
+155.57%
+2.58%
4.31M
0.19%
Cisco Systems
Added
Technology
$43.02
($37.60-$48.45)
+33.27%
+44.81%
24.63M
0.99%
iShares Russell 1000 Value ETF
Added
General
$117.72
($110.32-$125.12)
+56.07%
+184.63%
1.60M
0.07%
See a list of NWQ Investment Management Company, LLC's holdings, as reported to the SEC on Sep 30, 2020. Click on any holding to see more details
Measured Performance
Compare NWQ Investment Management Company, LLC's performance with other Hedge Funds and the S&P 500
NWQ Investment Management Company, LLC activity FAQ
What is NWQ Investment Management Company, LLC’s portfolio gain since Jun 2013?
NWQ Investment Management Company, LLC’s portfolio gain since Jun 2013 was -9.53%.
What is NWQ Investment Management Company, LLC’s Sharpe Ratio?
NWQ Investment Management Company, LLC’s Sharpe Ratio is -0.13.
What is NWQ Investment Management Company, LLC’s portfolio value?
NWQ Investment Management Company, LLC’s portfolio value is $2.22B.
What is NWQ Investment Management Company, LLC’s average return since the fund’s last 13F filing?
NWQ Investment Management Company, LLC’s average return since the fund’s last 13F filing is 55.83%.
What was NWQ Investment Management Company, LLC’s average return in the last 12 months?
NWQ Investment Management Company, LLC’s average return in the last 12 months was 18.60%.
What was NWQ Investment Management Company, LLC’s average return in the last 3 years?
NWQ Investment Management Company, LLC’s average return in the last 3 years was -1.14%.
When was the most recent most recent 13F form submitted by NWQ Investment Management Company, LLC?
NWQ Investment Management Company, LLC's most recent 13F form was submitted on Sep 30, 2020.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Jon D. Bosse Net Worth?
Jon D. Bosse is Managing NWQ Investment Management Company, LLC which has a net worth of $2.22B.
TipRanks & Hedge Funds: TipRanks measures the performance of Jon D. Bosse and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.