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Pacific Select Small-cap Value Portfolio Class I (0P00003E0K)

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30.885 -0.310    -1.00%
13/11 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Pacific Life
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 206.42M
Pacific Select Small-Cap Value Portfolio Class I 30.885 -0.310 -1.00%

0P00003E0K Overview

 
On this page you'll find an in-depth profile of Pacific Select Small-cap Value Portfolio Class I. Learn about the key management, total assets, investment strategy and contact information of 0P00003E0K among other information.
Category

Small Value

Total Assets

206.42M

Expenses

0.99%

Inception Date

May 01, 2003

Contact Information

Address not available
,
United States
Phone -

Top Executives

Name Title Since Until
Erik Turenchalk - 2020 Now
Biography To be provided.
James W. MacGregor Portfolio Manager 2014 Now
Biography Chief Investment Officer—Small and Mid-Cap Value Equities James MacGregor was appointed Chief Investment Officer of Small and Mid-Cap Value Equities in 2009. From 2009 to 2012, he also served as CIO of Canadian Value Equities. From 2004 to 2009, MacGregor was director of research of Small and Mid-Cap Value Equities, overseeing coverage of companies for the Small-Cap and Small/Mid-Cap Value services. He started as a research analyst covering the banking, energy, industrial commodity, transportation, and aerospace & defense industries for those same services. Prior to joining the firm in 1998, MacGregor was a sell-side research analyst at Morgan Stanley, where he covered US packaging and Canadian paper stocks. He holds a BA in economics from McGill University, an MSc in economics from the London School of Economics and an MBA from the University of Chicago. MacGregor is a CFA charterholder. Location: New York
Shri Singhvi director of research 2014 2020
Biography Shri Singhvi Portfolio Manager—US Small and Mid-Cap Value Equities Shri Singhvi is a Director of research of AB’s small and mid-cap value equities since 2014, with responsibility for overseeing coverage of companies for the small-cap and small/mid-cap value services. Shri Singhvi is a Portfolio Manager for US Small and Mid-Cap Value Equities, with research coverage that includes financial companies.From 2008 until his recent promotion, Mr. Singhvi was a senior research analyst on AB’s small/mid-cap value team, responsible for coverage of financial and technology companies. Prior to joining the portfolio-management team in July 2014, he was a senior research analyst on the Small and Mid-Cap Value team, responsible for covering financial and technology companies. Before joining the firm in 2008, Singhvi was an engagement manager for McKinsey & Company, where he consulted on strategy for technology, media and telecom companies and investment due diligences for hedge funds and private equity clients. Prior to that, he spent more than five years in Silicon Valley working as a senior R&D engineer at Applied Materials and as a software solutions architect at i2 Technologies. Mr. Singhvi began his investment career in 2005. Singhvi holds a BTech in chemical engineering from the Indian Institute of Technology, Bombay; an MS in chemical engineering from Purdue University; and an MBA from the University of Chicago. Location: New York
John R. Mowrey Managing Director 2013 2016
Biography John Mowrey is an executive managing director, senior portfolio manager/analyst, and chief investment officer of NFJ Investment Group, responsible for the overall investment policy for all value equity portfolios, hiring new talent, and building out the team’s investment capabilities. He serves as co-lead portfolio manager for the NFJ Mid Cap Value, NFJ Small Cap Value, NFJ Emerging Markets Value, and NFJ Infrastructure Income strategies. Mr. Mowrey joined NFJ in 2007 and has been quoted and featured in a number of national publications, including Barron’s, Kiplinger and MarketWatch, and has been a featured guest on CNBC. He 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.
Morley D. Campbell CIO (Chief Information Officer) 2008 2016
Biography Morley D. Campbell is founder, President and Chief Investment Officer of Continuous Capital and has held such title since April 30, 2018. Mr. Campbell develops and manages equity portfolios and strategies and oversees all aspects of Continuous Capital’s investment process. He has 15 years of investment experience. Prior to founding Continuous Capital, Mr. Campbell was a Senior Investment Analyst from 2007 to 2008, Portfolio Manager from 2008 to 2018 and Managing Director from 2013 to 2018 for Allianz NFJ where he managed or co-managed approximately $4.2 billion prior to his departure. Before joining Allianz NFJ in 2007, Mr. Campbell was an investment-banking analyst for Lazard Frères and Merrill Lynch. He has a B.B.A. from the University of Texas and an M.B.A. from Harvard Business School. Mr. Campbell is a CFA Charterholder.
Benno J. Fischer Managing Director, Vice Chair 2003 2016
Biography Mr. Fischer is a portfolio manager, an analyst, a managing director and Vice Chair. As a member of the Value Equity US team, Mr. Fischer is the product team co-lead for the Dividend Value and International Value investment strategies. Before founding NFJ in 1989, now the Value Equity, US team, he was chief investment officer for institutional and fixed-income strategies, and a senior vice president and a senior portfolio manager at NationsBank, which he joined in 1971. Before that, Mr. Fischer was a securities analyst at Chase Manhattan Bank and Clark, Dodge. He has a B.A. in economics and a J.D. from The University of Oklahoma, and an M.B.A. from New York University, Leonard N. Stern School of Business. Mr. Fischer is a CFA charterholder.
Paul A. Magnuson Senior Portfolio Manager/Analyst 2003 2016
Biography Paul Magnuson is a managing director and senior portfolio manager/analyst at NFJ Investment Group. He serves as a co-lead portfolio manager of the NFJ Mid Cap Value and NFJ Small Cap Value strategies. In 2010, he was nominated for Domestic-Stock Fund Manager of the Year by Morningstar. Prior to joining NFJ in 1992, Mr. Magnuson was a quantitative analyst in the trust investment department at NationsBank. Mr. Magnuson earned a B.B.A. in finance from the University of Nebraska.
Andrew J. Weiner Director 2014 2014
Biography "Director of Research—US Small and Mid-Cap Value Equities Andrew Weiner was appointed Director of Research in 2009, with responsibility for overseeing coverage of companies for Bernstein’s Small Cap and Small/Mid Cap Value services. Previously, he was a senior research analyst covering the consumer and industrial sectors for those same services. Prior to joining the firm in 1997 as a research analyst, Weiner was a project manager at Monitor Company. He earned a BS in finance and a BS in computer science from the University of Pennsylvania in 1990, and an MBA from Harvard Business School in 1994. Location: Chicago "
R. Burns McKinney Managing Director 2007 2010
Biography Mr. McKinney is a portfolio manager, an analyst and a managing director with Allianz Global Investors. As a member of the Value Equity US Team, he is the product team co-lead for the Dividend Value investment strategy. Before joining the firm in 2006, he was an equity analyst covering the energy sector for Evergreen Investments, an investment-banking analyst at Alex. Brown & Sons, a vice president in equity research at Merrill Lynch and an equity analyst at Morgan Stanley. Mr. McKinney has a B.A. in economics from Dartmouth College and an M.B.A. from The Wharton School, The University of Pennsylvania. He is a CFA charterholder.
Christopher Najork Managing Director, founding Partner 2003 2008
Biography Najork is managing director and founding partner of NFJ Investment Group, his employer since 1989. Previously, he was senior vice president for NCNB Texas, successor organization to FirstRepublicBank, which he joined in 1987. He has 37 years of equity research and portfolio management experience. Najork holds the Chartered Financial Analyst designation.
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