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Virtus Nfj Mid-cap Value Fund Class R (0P000035TG)
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29.610
-0.020
-0.07%
21/05 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 19.74M
AllianzGI NFJ Mid-Cap Value Fund Class R
29.610
-0.020
-0.07%
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0P000035TG Overview
On this page you'll find an in-depth profile of Virtus Nfj Mid-cap Value Fund Class R. Learn about the key management, total assets, investment strategy and contact information of 0P000035TG among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| J.Garth Reilly | Vice President | 2020 | Now |
| Biography | Mr. Reilly is a portfolio manager, analyst and a vice president for the Value Equities US team. Prior to joining the Value Equity US team, Mr. Reilly was a performance analyst whose responsibilities included performance measurement and portfolio analytics. Before joining the firm in 2005, Mr. Reilly began his career with internships at Luther King Capital Management and Citigroup Alternative Investments. Mr. Reilly has 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 | Mr. Mowrey is a portfolio manager, an analyst, a managing director and a CIO Value Equity US with Allianz Global Investors. He is the product team co-lead for the Small-Cap Value, Mid-Cap Value and Emerging Markets Value strategies. Mr. Mowrey joined the firm in 2007 as a quantitative-research assistant and product specialist. He has a B.A. in political science from Rhodes College and an M.B.A. from Southern Methodist University. He is a CFA charterholder. | ||
| Jeff N. Reed | Director | 2011 | Now |
| Biography | Mr. Reed is a portfolio manager, an analyst and a director with Allianz Global Investors. As a member of the Value Equity US team, he is the product team co-lead for the Large Cap Value and All Cap Value investment strategies. Before joining the firm in 2007, he was a credit analyst at Frost Bank. Mr. Reed has 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 CFA charterholder. | ||
| Paul A. Magnuson | Managing Director | 2009 | Now |
| Biography | Mr. Magnuson is a portfolio manager, an analyst and a managing director with Allianz Global Investors. He is the product team lead for the Mid Cap Value strategy and co-lead for the Small Cap Value strategy. Before joining the firm, he was a quantitative analyst in the trust investment department at NationsBank. Mr. Magnuson has a B.B.A. in finance from the University of Nebraska. In 2010, he was nominated for Domestic-Stock Fund Manager of the Year by Morningstar. | ||
| 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. | ||
| Nicholas Frelinghuysen | Senior Vice President | 2006 | 2009 |
| Biography | Nick joined Eagle Ridge Investment Management, LLC in June of 2010 as a Principal and senior investment officer of the firm. Prior to joining Eagle Ridge, Nick was Senior Vice President of Allianz Global Investors’ Oppenheimer Capital subsidiary where he served as lead portfolio manager for Oppenheimer Capital’s All Cap Equity and Mid Cap Core strategies. He also co-managed the firm’s Mid Cap Value mutual fund. Prior to joining Oppenheimer, he spent five years as an equity research analyst at DLJ following utilities and telecommunications. Mr. Frelinghuysen graduated from Princeton University with a B.A. in English and holds an MBA in Finance from the Wharton School of 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. | ||
| Colin Glinsman | Portfolio Manager | 2005 | 2006 |
| Biography | Mr. Glinsman is portfolio manager for Oppenheimer Capital’s Large Cap Value strategy. Mr. Glinsman also manages an open-end mutual fund managed in the balanced style for a third-party distributor. He joined Oppenheimer Capital in 1989 and brings over 25 years of investment experience to his current position. From 1984 to 1989 Mr. Glinsman provided merger advice to clients, first with Morgan Grenfell and later with Prudential Securities. From 1980 to 1984 he worked with Coopers & Lybrand, during which time he received the CPA designation. Mr. Glinsman earned a BA in Economics from Yale University and an MS in Accounting from New York University. | ||
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