Small Cap Value
The Small Cap Value strategy is actively managed and follows a disciplined, value-oriented approach to bottom-up stock selection, seeking to capitalize on valuation inefficiencies in the small-cap market. Portfolio managers/analysts use detailed analysis to invest at the intersection of value, quality, and shareholder yield, with an emphasis on higher-quality fundamentals and diversification. NFJ’s disciplined investment approach combines quantitative tools, a fundamental, bottom-up research process, and a focus on financial quality and risk. The investment team’s ability to consistently apply this process has added value over time, delivering consistent performance relative to the benchmark and its peer group.