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Virtus Nfj Mid-cap Value Fund Class A (PQNAX)
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AllianzGI NFJ Mid-Cap Value A
24.37
-0.19
-0.77%
- Overview
- Profile
- Historical Data
- Holdings
PQNAX Overview
On this page you'll find an in-depth profile of Virtus Nfj Mid-cap Value Fund Class A. Learn about the key management, total assets, investment strategy and contact information of PQNAX among other information.
Investment Strategy
The investment seeks long-term growth of capital and income. The fund seeks to achieve its investment objective by normally investing at least 80% of its net assets (plus borrowings made for investment purposes) in common stocks and other equity securities of companies with medium market capitalizations. It normally invests significantly in securities that the portfolio managers expect will generate income (for example, by paying dividends). The portfolio managers use a value investing style focusing on companies whose securities the portfolio managers believe have attractive valuation and fundamental strength.
Contact Information
Address
Greenfield, MA, 01301
Greenfield,MA 01301
United States
Greenfield,MA 01301
United States
Phone
+1 8002431574
Web
www.virtus.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kris Marca | Vice President | 2023 | Now |
| Biography | Mr. Marca is an analyst and an assistant vice president with Allianz Global Investors. He is a member of the Value Equity US team; previously with the firm, he served as a product specialist associate and a performance analyst. Before joining the firm in 2011, Mr. Marca worked on the equity derivatives desk at HBK Capital Management. He has a B.A. in biology from the University of Texas at Austin and an M.B.A. from Texas Christian University. Mr. Marca is a CFA charterholder. | ||
| J. Garth Reilly | Senior Portfolio Manager/Analyst | 2020 | Now |
| Biography | J. Garth Reilly is a managing director and senior portfolio manager/analyst at NFJ Investment Group. He serves as a co-lead portfolio manager/analyst of the NFJ Emerging Markets Value, NFJ International Value, and NFJ Infrastructure Income strategies. Prior to joining NFJ in 2005, he was an intern at Luther King Capital Management and Citigroup Alternative Investments. Mr. Reilly earned a B.A. in political economy from Princeton University and an M.B.A. from Southern Methodist University. | ||
| John R. Mowrey | Managing Director | 2014 | Now |
| 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. | ||
| Jeff N Reed | Portfolio Manager/ Analyst | 2011 | Now |
| Biography | Jeff Reed is a managing director and senior portfolio manager/analyst at NFJ Investment Group. He serves as a co-lead portfolio manager of the NFJ Dividend Value, NFJ Large Cap Value and NFJ All Cap Value strategies. Prior to joining NFJ in 2007, Mr. Reed was a credit analyst at Frost Bank. Mr. Reed earned a B.B.A. in finance from Texas Christian University and an M.B.A. from the University of Texas, McCombs School of Business. He is a Chartered Financial Analyst® (CFA®) charterholder. He began his career in the investment industry in 2004. | ||
| Paul A. Magnuson | Senior Portfolio Manager/Analyst | 2009 | Now |
| 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. | ||
| Morley D. Campbell | CIO (Chief Information Officer) | 2009 | 2018 |
| 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 | 2009 | 2017 |
| 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. | ||
| Bradley Holmes | Lead Portfolio Manager | 2006 | 2009 |
| Biography | Mr. Holmes is lead portfolio manager/analyst for Oppenheimer Capital’s All Cap Value and Mid Cap Value strategies, and co-portfolio manager of the firm’s All Cap Equity and Mid Cap Equity strategies. Mr. Holmes is also co-manager of the Allianz OCC Renaissance Fund, an open-end mutual fund managed in the mid cap value style. He joined Oppenheimer Capital in 1993 after graduating from the University of Michigan with a Bachelor of General Studies. Mr. Holmes, a CFA charterholder, also holds an MBA in Finance and Accounting from New York University's Stern School of Business. | ||
| Nick Frelinghuysen | Senior Vice President | 2006 | 2009 |
| Biography | Nick Frelinghuysen is a Managing Director, Portfolio Manager – Equities. Nick is responsible for investments on clients’ equity portfolios, with more than 27 years of experience in equity research and portfolio management. Most recently, he was a partner at the boutique investment firm, Eagle Ridge Investment Management, LLC where he served as a portfolio manager and Co-Head of Research for an organization with $950m in assets focused on high net worth individuals and institutions. Prior to his role at Eagle Ridge, Nick worked at Oppenheimer Capital (Allianz Global Partners) as Co-Portfolio Manager on a $2B Mid Cap value mutual fund and served as Co-head of Mid-Cap and All-Cap investments for the $25B firm. He began his career on the sell side at Donaldson, Lufkin & Jenrette. Nick attended Princeton University as an undergraduate and holds an MBA from The Wharton School at the University of Pennsylvania. | ||
| David Phillips | Head | 2006 | 2007 |
| Biography | Mr. Phillips is Co-Director of Research for Oppenheimer Capital’s large-cap equity products and Portfolio Manager of the Core Equity Value product. In addition, he serves on the firm’s Portfolio Construction Team, the group of senior investment professionals whose input is used to build the Large Cap Value model portfolio. Prior to joining the firm in 1996, Mr. Phillips spent four years at Marakon Associates, a consulting firm that implements Value Based Management at Fortune 100 companies. He earned a BA cum laude from Princeton University’s Woodrow Wilson School, and received an MBA from the University of Pennsylvania’s Wharton School of Business. Mr. Phillips is a Chartered Financial Analyst. | ||
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