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Pacific Select Small-cap Value Portfolio Class I (0P00003E0K)

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23.979 -0.517    -2.11%
21/04 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 159.8M
Pacific Select Small-Cap Value Portfolio Class I 23.979 -0.517 -2.11%

0P00003E0K Overview

 
On this page you'll find an in-depth profile of Pacific Select Small-cap Value Portfolio Class I. Learn about the key management, total assets, investment strategy and contact information of 0P00003E0K among other information.
Category

Small Value

Total Assets

159.8M

Expenses

0.94%

Inception Date

May 01, 2003

Contact Information

Address not available
,
United States
Phone -

Top Executives

Name Title Since Until
Daniel C. Ong Senior Portfolio Manager 2024 Now
Biography Daniel is a senior portfolio manager at Avantis Investors®. Before coming to Avantis, he was a senior portfolio manager and vice president at DFA for 14 years. His responsibilities included managing international developed and emerging markets equity strategies, leading the EM equity desk, and engaging with clients. Prior to that, he was an account manager at Metropolitan West Asset Mgt. and a structure analyst at PIMCO. Daniel holds the CFA designation. He earned a bachelor's degree in economics from the Univ. of Cal and master's in finance & accounting from the Univ of Chicago Booth School
Mitchell J. Firestein Senior Portfolio Manager 2024 Now
Biography Mitchell is a senior portfolio manager at Avantis Investors®. Prior to Avantis Investors, he served as vice president and senior portfolio manager at Dimensional Fund Advisors. In his role, he led a team of investment professionals managing emerging market portfolios and was responsible for strategy and portfolio oversight, implementation, and performance analysis. In addition, he regularly met with clients, including institutional investors, consultants, and financial advisors. Mitchell earned a Bachelor of Science in Management from the Tulane University A.B. Freeman School of Business.
Eduardo Repetto Chief Investment Officer 2024 Now
Biography As Chief Investment Officer of Avantis Investors®, Eduardo is responsible for directing the research, design and implementation of investment strategies, providing oversight of the investment team, and interacting with clients. Prior to Avantis Investors' establishment in 2019, Eduardo was Co-Chief Executive Officer, Co-Chief Investment Officer and Director at Dimensional Fund Advisors LP ("DFA") until 2017. Dr. Repetto earned a Ph.D. degree in Aeronautics from the California Institute of Technology, an MSc degree in Engineering from Brown University,
Ted Randall Senior Portfolio Manager 2024 Now
Biography Ted is a senior portfolio manager at Avantis Investors®. Prior to Avantis Investors' establishment in 2019, Ted served as vice president and portfolio manager for domestic and international equity strategies at Dimensional Fund Advisors (DFA). In this role, Ted served as portfolio manager and portfolio advocate for 11 U.S. and non-U.S. developed, emerging market and blended asset allocation mutual funds and separately managed accounts. Ted earned a MBA from the University of California Los Angeles Anderson School of Management and a BS in business administration from USC.
Matthew Dubin - 2024 Now
Biography Mr. Dubin, Associate Portfolio Manager, joined Avantis Investors in 2021. Prior to joining Avantis Investors, he served in investment management roles at Dimensional Fund Advisors from 2017 to 2021, including as an investment associate from 2020 to 2021 and as a portfolio management analyst from 2017 to 2020. He has a bachelor’s degree in business administration with a concentration in finance from the University of Michigan’s Ross School of Business.
Erik Turenchalk - 2020 2024
Biography To be provided.
James W. MacGregor Portfolio Manager 2014 2024
Biography Chief Investment Officer—Small and Mid-Cap Value Equities James MacGregor was appointed Chief Investment Officer of Small and Mid-Cap Value Equities in 2009. From 2009 to 2012, he also served as CIO of Canadian Value Equities. From 2004 to 2009, MacGregor was director of research of Small and Mid-Cap Value Equities, overseeing coverage of companies for the Small-Cap and Small/Mid-Cap Value services. He started as a research analyst covering the banking, energy, industrial commodity, transportation, and aerospace & defense industries for those same services. Prior to joining the firm in 1998, MacGregor was a sell-side research analyst at Morgan Stanley, where he covered US packaging and Canadian paper stocks. He holds a BA in economics from McGill University, an MSc in economics from the London School of Economics and an MBA from the University of Chicago. MacGregor is a CFA charterholder. Location: New York
Shri Singhvi director of research 2014 2020
Biography Shri Singhvi Portfolio Manager—US Small and Mid-Cap Value Equities Shri Singhvi is a Director of research of AB’s small and mid-cap value equities since 2014, with responsibility for overseeing coverage of companies for the small-cap and small/mid-cap value services. Shri Singhvi is a Portfolio Manager for US Small and Mid-Cap Value Equities, with research coverage that includes financial companies.From 2008 until his recent promotion, Mr. Singhvi was a senior research analyst on AB’s small/mid-cap value team, responsible for coverage of financial and technology companies. Prior to joining the portfolio-management team in July 2014, he was a senior research analyst on the Small and Mid-Cap Value team, responsible for covering financial and technology companies. Before joining the firm in 2008, Singhvi was an engagement manager for McKinsey & Company, where he consulted on strategy for technology, media and telecom companies and investment due diligences for hedge funds and private equity clients. Prior to that, he spent more than five years in Silicon Valley working as a senior R&D engineer at Applied Materials and as a software solutions architect at i2 Technologies. Mr. Singhvi began his investment career in 2005. Singhvi holds a BTech in chemical engineering from the Indian Institute of Technology, Bombay; an MS in chemical engineering from Purdue University; and an MBA from the University of Chicago. Location: New York
John R. Mowrey Managing Director 2013 2016
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.
Morley D. Campbell CIO (Chief Information Officer) 2008 2016
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.
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