NFJ Dividend Value SMA
NFJ Dividend Value SMA
Resources
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
R. Burns McKinney, CFA
Managing Director, Senior Portfolio Manager/Analyst
Industry start date: 1996
Thomas Oliver, CFA, CPA
Managing Director, Senior Portfolio Manager/Analyst
Industry start date: 1995
Jeff N. Reed, CFA
Managing Director, Senior Portfolio Manager/Analyst
Industry start date: 2004
John R. Mowrey, CFA
Executive Managing Director, Chief Investment Officer, Senior Portfolio Manager/Analyst
Industry start date: 2007
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, 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 or medium-sized companies may enhance that risk.