U.S. Equity

Subadvised by: Rothschild & Co Asset Management US Inc.

   

Pacific FundsSM U.S. Equity Funds offer shareholders:

A Time-Tested ProcessFor more than 25 years, the investment team has managed institutional assets using a process rooted in fundamental analysis and designed to identify potential catalysts for a stock’s positive relative performance.
Focused on Expectational UpsideThe Funds seek to outperform their benchmarks by investing in a mix of stocks the team believes is attractively valued and should provide a controlled level of risk in down markets.
Anchored in Style PurityStocks whose style and market capitalization match the stated investment approach of a Fund, and are expected to achieve above-average returns relative to a Fund’s benchmark over a market cycle, will be considered for inclusion.

us-equity-funds-matrix

About Principal Risks

There is no guarantee that the Funds will achieve their investment goals. Equity securities tend to go up or down in value, sometimes rapidly and unpredictably, in response to many factors, including a company’s historical and prospective earnings, the value of its assets, general economic conditions, interest rates, investor perceptions, and market liquidity. Large-capitalization companies tend to have more stable prices than small- or mid-capitalization companies, but are still subject to equity securities risk and their prices may not rise as much as the prices of companies with smaller market capitalizations. Small- and mid-capitalization companies may be more susceptible to liquidity risk and price volatility risk and more vulnerable to economic, market, and industry changes than larger, more established companies. Value companies are those a portfolio manager believes are undervalued and perceived as trading for less than their intrinsic values.

Fund Literature

The Value in Small-Cap Value
Now may be the time to reexamine the "value" in small-cap value stocks.
(MFP1490-1219)
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Pacific Funds Client Resource Guide 2Q 2020
Includes fact sheets and investment approaches of the portfolio management teams.
(MFC0641-0620)
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Rothschild & Co Asset Management US Inc.

Rothschild & Co Asset Management US Inc. (Rothschild & Co), the U.S. asset management business of The Rothschild Group, is the subadvisor for Pacific Funds U.S. Equity Funds. Rothschild & Co utilizes a time-tested investment approach that has served institutional investors for decades. Rothschild & Co is a boutique asset manager supported by the scale and structure of its parent, The Rothschild Group that was founded in the 18th century and is one of the world’s largest independent financial advisory firms.

Investment Philosophy

Rothschild & Co's investment philosophy focuses on three areas:

Bottom-Up Stock Selection
The investment team conducts bottom-up stock selection using a process that integrates the use of a proprietary screening tool, which contributes to idea generation, rigorous fundamental stock analysis, and style-specific portfolio construction. The team targets companies that they believe will outperform market expectations in order to design a portfolio that seeks consistent returns that outpace the fund’s benchmark.
Risk Management
In addition to consistent returns, the team seeks to provide downside risk protection. Portfolio managers seek to minimize downside risk through sector diversification and by strictly adhering to each fund’s asset class/style. As a result, overall portfolio volatility should be lower than that of the fund’s benchmark index.
Disciplined Investment Approach
The team’s investment process is rooted in fundamental analysis. The investment team consists of analysts and portfolio managers who meet daily to discuss new and existing holdings in the funds. Stock selection emerges from collaborative research and discussion among the investment teams, with the portfolio managers making the decision to buy or sell a stock in the fund.

Investment Process

Rothschild & Co Asset Management US Inc. uses an integrated process focused on fundamentals.

rothschild-process

Portfolio Managers  

The U.S. Equity Funds portfolio management and research group is a cohesive team of professionals with an average of 23 years of experience.

Joe Bellantoni, CFA®

Jeff Agne
19 years of investment experience

Joe Bellantoni, CFA®

Joseph Bellantoni, CFA
23 years of investment experience

Luis Ferreira, CFA®

Luis Ferreira, CFA
26 years of investment experience

Tina Jones, CFA®

Eric Fraser, CFA
14 years of investment experience

Tina Jones, CFA®

Tina Jones, CFA
25 years of investment experience

Chris Kaufman, CFA®

Chris R. Kaufman
34 years of investment experience

Doug Levine, CFA®

Michael Kehoe
19 years of investment experience

Doug Levine, CFA®

Douglas J. Levine, CFA
21 years of investment experience

Paul Roukis, CFA®

Paul Roukis, CFA
27 years of investment experience

Portfolio Managers and their years of investment experience are from the current prospectus.

Pacific Life Insurance Company is not affiliated with Rothschild & Co Asset Management US Inc. and The Rothschild Group.

DOL - Pacific Funds

Pacific Life Insurance Company is the administrator for Pacific Funds. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

Investors should consider a fund's investment goal, risks, charges, and expenses carefully before investing. The prospectus and/or the applicable summary prospectus contain this and other information about the fund and are available from your financial advisor. The prospectus and/or summary prospectus should be read carefully before investing.

PSD2

Pacific Funds are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and are available through licensed third parties. Pacific Funds refers to Pacific Funds Series Trust.

AM6

No bank guarantee • May lose value • Not FDIC insured