NFJ Dividend Value SMA

Home / Managed Accounts / NFJ Dividend Value SMA
Retail Separate Accounts Equity Domestic Equity

NFJ Dividend Value SMA

NFJ Investment Partner Hero

Resources

Portfolio Overview

Investment Objective

  • To generate attractive, long-term capital growth and income by investing in a portfolio of mid- to large-capitalization companies 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

Investment Philosophy

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.

Investment Partner

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

Investment Professionals

McKinney, Burns

R. Burns McKinney, CFA

Managing Director, Senior Portfolio Manager/Analyst

Industry start date: 1996
Start date as fund Portfolio Manager: 2011

Show More
Oliver, Thomas

Thomas Oliver, CFA, CPA

Managing Director, Senior Portfolio Manager/Analyst

Industry start date: 1995
Start date as fund Portfolio Manager: 2011

Show More
Reed, Jeff

Jeff N. Reed, CFA, FDP

Managing Director, Senior Portfolio Manager/Analyst

Industry start date: 2004
Start date as fund Portfolio Manager: 2011

Show More
Mowrey, John

John R. Mowrey, CFA

Executive Managing Director, Chief Investment Officer, Senior Portfolio Manager/Analyst

Industry start date: 2007
Start date as fund Portfolio Manager: 2011

Show More

Risk Considerations

Market Volatility: The value of the securities in the portfolio may go up or down in response to the prospects of individual companies and/or general economic conditions. Local, regional, or global events such as war or military conflict, terrorism, pandemic, or recession could impact the portfolio, including hampering the ability of the portfolio's manager(s) to invest its 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, medium, or large-sized companies may enhance that risk.