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This general information pertains to the manager responsible for the day-to-day management of the portfolio(s) available through Pacific Life's variable products and the information presented may not relate specifically to the available portfolio(s). The information is provided by and used with the permission of this manager.
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NFJ Investment Group LLC (NFJ) provides advisory services to mutual funds and institutional accounts. NFJ Investment Group, Inc., commenced operations in 1989. NFJ is an indirect subsidiary of Allianz Global Investors of America LP (AGI LP). Allianz SE is the indirect majority owner of AGI LP. Allianz SE is a European-based, multinational insurance and financial services holding company.
Investment Philosophy
NFJ Investment Group is a disciplined, value manager specializing in a diversified, low P/E and dividend approach, that selects stocks on a bottom-up basis. Their philosophy is solidly based on research, which has shown that portfolios of low P/E, dividend-paying stocks have substantially outperformed market indices over extended periods. NFJ focuses on dividends, discipline and diversification.
Investment Process
- Screen approximately 4,500 stocks to identify companies with positive fundamental characteristics
- Apply proprietary and quantitative modeling as well as in-depth research and analysis
- Avoid over-exposure to any one sector by restricting the number of stocks held in a single industry
- Select a diversified value portfolio of approximately 100-150 stocks
- Disciplined proactive portfolio management to identify new buy and sell candidates
Attributes
- Provides investment management for corporations, endowments, public-employee pension plans, and publicly traded mutual funds
- NFJ had approximately $30 billion in total assets under management as of December 31, 2009.
Portfolio Managed
Pacific Select Fund
Data as of December 31, 2009
Higher volatility and greater risks may be associated with investing in smaller size companies.
Although some portfolios may have names or investment objectives that resemble retail mutual funds managed by the portfolio manager, these portfolios will not have the same underlying holdings or performance as the retail mutual funds.
You should carefully consider a variable life insurance product’s risks, charges, limitations and expenses, as well as the risks, charges, expenses and investment objectives of the underlying investment options. The accompanying product and underlying fund prospectuses contain this and other information about Pacific Life. Read them carefully before investing or sending money.
Pacific Life refers to Pacific Life Insurance Company and its affiliates, including Pacific Life & Annuity Company. Insurance products are issued by Pacific Life Insurance Company in all states except New York, and in New York by Pacific Life & Annuity Company. Product availability and features may vary by state. Each company is solely responsible for the financial obligations accruing under the products it issues, and its product and rider guarantees are backed by that company’s financial strength and claims-paying ability.
Pacific Select Fund portfolios are available only through Pacific Life's variable insurance products.
CWEB-L-NY-190C
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