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Nuveen Flexible Income Fund Class I (NWQIX)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 715.67M
Nuveen NWQ Flexible Income I
19.04
+0.02
+0.11%
- Overview
- Profile
- Historical Data
- Holdings
NWQIX Overview
On this page you'll find an in-depth profile of Nuveen Flexible Income Fund Class I. Learn about the key management, total assets, investment strategy and contact information of NWQIX among other information.
Investment Strategy
The investment seeks to provide current income and capital appreciation. Under normal market conditions, the fund invests at least 80% of its net assets in income producing debt, preferred and convertible securities. It may invest without limit in below-investment-grade securities, commonly referred to as "high yield" securities or "junk" bonds. The fund may invest up to 50% of its net assets in dollar-denominated securities issued by non-U.S. companies.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Stephen T. Peña | Multi-Sector Portfolio Manager | 2022 | Now |
| Biography | Prior to joining the firm in 2015, Steve was a portfolio risk manager at Ares Management, L.P. where he was principally responsible for building and implementing a risk system to conduct sensitivity analysis and quantify Value at Risk. Before Ares, he was a capital structure analyst at Greenbelt Capital Management, LLC. Prior to that, Steve was a fixed income financial analyst at Inflective Asset Management, LLC, where he led research coverage of the industrial, real estate, consumer discretionary and financial sectors. During his time at Inflective, Steve worked directly with Tom Ray and was his primary analyst covering convertibles. Steve began his career at Pacific Investment Management Company as a trading assistant. Steve graduated with a B.S. in Economics with Financial Applications from Southern Methodist University. | ||
| Susi Budiman | Portfolio Manager | 2015 | Now |
| Biography | Prior to joining NWQ in 2006, Ms. Budiman was Portfolio Manager for China Life Insurance Company, Ltd. in Taiwan. Prior to the fixed income portfolio management position, Ms. Budiman was a currency exchange sales associate at Fleet National Bank in Singapore covering Asian , Euro, UK and other major currencies. Ms. Budiman graduated from the University of British Columbia with a Bachelor of Commerce degree in Finance. | ||
| Thomas J. Ray | Portfolio Manager | 2015 | Now |
| Biography | Thomas J. Ray, CFA, is Managing Director of Nuveen Asset Management, LLC. Mr. Ray was the Co-Head of Fixed Income and Portfolio Manager/Analyst of NWQ Investment Management Company, LLC from 2017 to January 2022. From 2015 to 2017, Mr. Ray was a Managing Director of NWQ as well as the Head of Fixed Income and Portfolio Manager/Analyst. Prior to joining NWQ in 2015, Mr. Ray worked as a private investor. | ||
| Michael J. Carne | Senior Vice President | 2009 | 2015 |
| Biography | Mr. Carne, has served as Senior Vice President for Westwood Management since January 2018. Prior to that, Mr. Carne served as Founder and Principal Owner of Horner Street Capital Management, LLC, from 2015 to 2017. From 2002 to 2015, he was a Managing Director and Head of Income Strategies at NWQ Investment Management. Mr. Carne graduated from the University of Massachusetts with a B.B.A. degree in Finance and received his M.B.A. from Harvard University. He earned the designation of Chartered Financial Analyst in 1989. | ||
| Kevin A. Hunter | Senior Vice President | 2009 | 2013 |
| Biography | Prior to joining NWQ in 2004, Mr. Hunter spent twenty years with Trust Company of the West where he was a Managing Director and co-managed their convertible securities group. In addition, early in his career, Mr. Hunter was an Equity Research Analyst covering the healthcare and consumer staples industries at TCW. Mr. Hunter graduated magna cum laude from the University of California in Santa Barbara with a B.A. in Economics, and received his M.B.A. from the University of California in Los Angeles. | ||
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