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NFJ Large-Cap Value SMA

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Portfolio Overview

Investment Objective

  • To generate attractive, long-term capital growth and income by investing in a portfolio of 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

Oliver, Thomas

Thomas Oliver, CFA, CPA

Managing Director, Senior Portfolio Manager/Analyst

Industry start date: 1995

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Reed, Jeff

Jeff N. Reed, CFA

Managing Director, Senior Portfolio Manager/Analyst

Industry start date: 2004

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McKinney, Burns

R. Burns McKinney, CFA

Managing Director, Senior Portfolio Manager/Analyst

Industry start date: 1996

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Magnuson, Paul

Paul A. Magnuson

Managing Director, Senior Portfolio Manager/Analyst

Industry start date: 1985

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Marketing Materials

NFJ Large-Cap Value SMA Fact Sheet/Commentary
NFJ Large-Cap Value SMA Presentation

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. Price changes may be short- or long-term. Local, regional or global events such as war (e.g., Russia’s invasion of Ukraine), acts of terrorism, the spread of infectious illness (e.g., COVID-19 pandemic) or other public health issue, recessions, or other events could have a significant impact on the portfolio and its investments, including hampering the ability of the portfolio's 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.