We provide investment management services to institutions on a sub-advisory basis or through separately managed accounts (SMAs). In addition to tailored accounts for private institutions and foundations, we serve as investment manager to the five Pacific Advisors Funds family of mutual funds. From 2008 to 2016, we served as a small cap value sub-advisor for the AXA Equitable Funds Management Group, LLC including sub-advisor to the AXA/Pacific Global Small Cap Value Portfolio, an investment option for the EQ Advisors Trust.

Services are tailored to each client’s investment mandate. Each portfolio is focused in 30 to 50 high quality companies with sustainable growth prospects.  Our long-term approach is supported by our “Quality Value” analysis of each company which drives our investment process; sector and industry diversification play a secondary, supportive role.

See our Investment Strategies
See our Performance

To request our Small Cap Value Institutional Presentation or for additional information, please contact:

Ed Apple
Vice President and National Marketing & Sales Director
edapple@pgimc.com  ·  (901) 857-8804

Investing in securities involves risk of loss that clients should be prepared to bear. Click here for a description of specific risks related to our investment strategies.