NFJ Small-Cap Value SMA

J. Garth Reilly is a managing director and senior portfolio manager/analyst at NFJ Investment Group, an affiliate of Virtus Investment Partners.

Prior to joining NFJ in 2005, Mr. Reilly was an intern at Luther King Capital Management and Citigroup Alternative Investments.

Mr. Reilly earned a B.A. in political economy from Princeton University and an M.B.A. from Southern Methodist University. He began his career in the investment industry in 2005.

John Mowrey is an executive managing director, senior portfolio manager/analyst, and chief investment officer of NFJ Investment Group, an affiliate of Virtus Investment Partners. Mr. Mowrey is responsible for the overall investment policy for all value equity portfolios, hiring new talent, and building out the team’s investment capabilities.

Mr. Mowrey joined NFJ in 2007 and has been quoted and featured in a number of national publications, including Barron’s, Kiplinger’s, and MarketWatch, and has been a featured guest on CNBC.

Mr. Mowrey earned a B.A. in political science from Rhodes College and an M.B.A. from Southern Methodist University. He is a Chartered Financial Analyst^® (CFA^®) charterholder. He began his career in the investment industry in 2007.

Paul Magnuson is a managing director and senior portfolio manager/analyst at NFJ Investment Group, an affiliate of Virtus Investment Partners

Prior to joining NFJ in 1992, Mr. Magnuson was a quantitative analyst in the trust investment department at NationsBank (the predecessor organization to Bank of America). In 2010, Mr. Magnuson was nominated for Domestic-Stock Fund Manager of the Year by Morningstar.

Mr. Magnuson earned a B.B.A. in finance from the University of Nebraska-Lincoln. He began his career in the investment industry in 1985.

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, an M.B.A. from the University of Texas, McCombs School of Business, and an M.S. in data science with a specialization in machine learning from Southern Methodist University. He is a Chartered Financial Analyst® (CFA®) charterholder. He also is a Financial Data Professional® (FDP) charterholder, a credential that focuses on big data, artificial intelligence, and machine learning applications in the financial industry. He began his career in the investment industry in 2004.

Kris Marca is a director and portfolio manager/research analyst at NFJ Investment Group, an affiliate of Virtus Investment Partners.

Prior to joining NFJ in 2011, Mr. Marca was on the equity derivatives desk at HBK Capital Management.

Mr. Marca earned a B.A. in biology from the University of Texas and an M.B.A. from Texas Christian University. He is a Chartered Financial Analyst® (CFA®) charterholder. He began his career in the investment industry in 2003.