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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.
Founded in 1937 by late Thomas Rowe Price, Jr., the Baltimore-based investment management firm is one of the nation’s leading providers of no-load mutual funds for individual investors and corporate retirement programs.
Investment Philosophy
The framework of the company’s success was established over 60 years ago by Thomas Rowe Price, Jr., who pioneered the methodology of growth investing by focusing on well-managed companies in fertile fields whose earnings and dividends were expected to grow faster than inflation and the overall economy. Identifying such companies required rigorous, hands-on research and so the company has been committed to fundamental research and analysis from its earliest days. At the time, many growth companies were small and relatively unknown, so the company also became a pioneer in small stock investing. That tradition continues today as T. Rowe Price is recognized as being one of the leading managers of small and mid-cap stocks in the industry and offers a strong, diverse lineup of funds covering virtually all the investment bases.
Proprietary Research
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152 in-house analysts dedicated to fundamental, bottom-up research as of 12/31/2009
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In-depth company analysis leading to sound, long-term investment decisions
Style Consistency
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Strict adherence to each portfolio’s investment mandates and objectives
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Clear, set expectations regarding risks and potential rewards
Attention to Risk
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The firm’s goal is active participation in market advances, while protecting gains during market declines
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The firm seeks to provide a careful balance between risk management and return potential
Experienced Investment Team
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19-year industry experience average for portfolio managers
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Seasoned pros focused on long-term investment opportunities, not market fads
Attributes
- The firm and its affiliates serve as investment adviser to more than 90 stock, bond, and money market funds.
- Assets Under Management as of December 31, 2009 were $391.3 billion.
Portfolios Managed
Pacific Select Fund
Portfolios Managed
T. Rowe Price Equity Series, Inc.
Data as of December 31, 2009
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 Insurance Company's variable insurance products.
Shares of T. Rowe Price Equity Series, Inc. are distributed by T. Rowe Price Investment Series, Inc.
The T. Rowe Price Equity Series, Inc. is not affiliated with Pacific Life or Pacific Select Distributors, Inc.
T. Rowe Price, Invest with Confidence and the Bighorn Sheep logo are registered trademarks of T.Rowe Price Group, Inc.
CWEB-L-NY-28B
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