- To generate attractive, long-term capital growth and income by investing in an all-cap portfolio using an innovative approach to value investing
- To invest in companies diversified across industries with superior competitive positions and consistent financials, capitalizing on low market expectations and strong prospects
NFJ’s targeted approach is rooted at the intersection of value, quality, and shareholder yield. The investment team employs a disciplined, fundamental, time-tested research process to help identify companies with attractive quality characteristics, shareholder yield, and consistent financials.
NFJ Investment Group, LLC
NFJ Investment Group (NFJ) is a global value equity manager with a rich heritage and deep roots in Dallas, Texas, dating to 1989. NFJ is unwavering in its commitment to investing at the intersection of value, quality, and shareholder yield, seeking to identify companies with low market expectations and the strongest prospects for returning capital to shareholders.
Learn more about NFJ Investment Group, LLC
Thomas Oliver, CFA, CPA
Managing Director, Senior Portfolio Manager/Analyst
Industry start date: 1995
Thomas Oliver is a managing director and senior portfolio manager/analyst with NFJ Investment Group, an affiliate of Virtus Investment Partners.
Prior to joining NFJ in 2005, Mr. Oliver was a manager of corporate reporting at Perot Systems and an auditor at Deloitte & Touche.
Mr. Oliver earned a B.B.A. and an M.B.A. from the University of Texas. He is a Chartered Financial Analyst® (CFA®) charterholder and has his Certified Public Accountant (CPA) designation. He began his career in the investment industry in 1995.
Jeff N. Reed, CFA
Managing Director, Portfolio Manager/Analyst
Industry start date: 2004
Jeff Reed is a managing director and senior portfolio manager/analyst at NFJ Investment Group, an affiliate of Virtus Investment Partners.
Prior to joining NFJ in 2007, Mr. Reed was a credit analyst at Frost Bank.
Mr. Reed earned a B.B.A. in finance and e-business from Texas Christian University and an M.B.A. from the University of Texas, McCombs School of Business. He is currently enrolled in the Master of Science in Data Science program with a specialization in machine learning at Southern Methodist University. He is a Chartered Financial Analyst® (CFA®) charterholder. He began his career in the investment industry in 2004.
Market Volatility: Local, regional, or global events such as war, acts of terrorism, the speed of infectious illness or other public health issues, recessions, or other events could have a significant impact on the portfolio and its investments, including hampering the ability of the portfolio manager(s) to invest the portfolio's assets as intended.
Issuer Risk: The portfolio will be affected by factors specific to the issuers of securities and other instruments in which the portfolio invests, including actual or perceived changes in the financial condition or business prospects of such issuers.
Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Focus on a particular style or on small or medium-sized companies may enhance that risk.