U.S. Equity

We seek to provide superior performance while controlling risk. Our seasoned teams of investment professionals use a disciplined investment philosophy and an integrated process focused on fundamentals.



A Time-Tested Process

Our investment team manages institutional assets using a process rooted in fundamental analysis and designed to identify potential catalysts for a stock's positive relative performance.

Expectational Upside

The funds seek to outperform their benchmarks by investing in a mix of stocks the team believes is attractively valued and provides a controlled level of risk in down markets.

Anchored in Style Purity

We seek stocks whose style and market capitalization match the investment approach of the fund and are expected to achieve above-average returns relative to the fund's benchmark over a market cycle.


Investment Process

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

Rothschild & Co Asset Management US Inc. (Rothschild & Co), the U.S. asset management business of The Rothschild Group, is the sub-advisor for Pacific Funds U.S. Equity Funds. Rothschild & Co utilizes a time-tested investment approach that has served 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

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.

Portfolio Managers

Portfolio Managers

The U.S. Equity Funds portfolio management and research group is a cohesive team of professionals with an average of 26 years of experience.

Jeff Agne

19 years of investment experience

Joseph Bellantoni

23 years of investment experience

Luis Ferreira

26 years of investment experience

Eric Fraser

14 years of investment experience

Tina Jones

CFA, 25 years of investment experience

Michael Kehoe

19 years of investment experience

Douglas J. Levine

21 years of investment experience

Paul Roukis

27 years of investment experience

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. Mid-capitalization companies may be subject to greater price volatility risk and more vulnerable to economic, market, and industry changes than larger, more established companies. Small-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. Growth companies have the potential for above-average or rapid growth. but may be subject to greater price volatility risk than investments in "undervalued" companies. Value companies are those that are thought to be undervalued and perceived as trading for less than their intrinsic values.



Russell 1000 Index: A subset of the Russell 3000Index, represents the 1000 top companies by market capitalization in the United States. 

Russell 2500 Index: A market-cap-weighted index that includes the smallest 2,500 companies covered in the broad-based Russell3000 sphere of United States-based listed equities. All 2,500 of the companies included in the Index cover the small- and mid-cap market capitalizations. 

Russell 2000 Index: An index measuring the performance of approximately 2,000 smallest-cap American companies in the Russell 3000Index, which is made up of 3,000 of the largest U.S. stocks. It is a market-cap weighted index. 

Russell 3000 Index: A market-capitalization-weighted equity index maintained by FTSE Russell that provides exposure to the entire U.S. stock market. The index tracks the performance of the 3,000 largest U.S.-traded stocks which represent about 98% of all U.S incorporated equity securities.

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. 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.

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.

No bank guarantee • May lose value • Not FDIC insured

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