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NFJ Investment Group LLC (NFJ)
Firm Overview Managers Products
This firm is made up of the following portfolio managers who offer years of extensive experience in managing portfolios.
Morley D. Campbell

Mr. Campbell, CFA, has over five years of experience in investment and financial analysis. Prior to joining NFJ Investment Group in 2007, Mr. Campbell attended Harvard Business School, where he received an MBA. Before business school, Mr. Campbell worked as an investment banking analyst for Lazard and Merrill Lynch. He received his BBA degree in Finance from the University of Texas in 2003.


Morley D. Campbell manages these investment products:
Mutual Funds
Allianz NFJ Renaissance
Allianz NFJ Small-Cap Value
Ben Fischer

Ben Fischer, CFA, is Managing Director and Portfolio Manager of NFJ Investment Group. A founding partner of NFJ, Mr. Fischer's experience in research and portfolio management in the value sector began in 1966.  He has held positions as Chief Investment Officer - Institutional and Fixed Income, Senior Vice President and Senior Portfolio Manager at NationsBank (successor organization to NCNB Texas & First RepublicBank), which he joined in 1971. Before joining RepublicBank, Mr. Fischer was a securities analyst at Chase Manhattan Bank and at Clark Dodge. He is a Chartered Financial Analyst with a B.A. in economics and a J.D. from Oklahoma University, and an M.B.A. from New York University.


Ben Fischer manages these investment products:
Mutual Funds
Allianz NFJ All-Cap Value
Allianz NFJ Dividend Value
Allianz NFJ Global Dividend Value
Allianz NFJ International Value
Allianz NFJ Large-Cap Value
Allianz NFJ Mid-Cap Value
Allianz NFJ Renaissance
Allianz NFJ Small-Cap Value
Closed-End Funds
NFJ Dividend Interest & Premium Strategy
Managed Accounts
Closed/Multi-Firm CDP III
Closed/Multi-Firm CDP IV
Closed/Multi-Firm CDP V
Closed/Multi-Firm CDP VI
Multi-Firm CDP III
Multi-Firm CDP IV
Multi-Firm CDP V
Multi-Firm CDP VI
NFJ All-Cap Value
NFJ Dividend Value
NFJ International Value
NFJ Large-Cap Value
NFJ Mid-Cap Value
NFJ Small-Cap Value
PIMCO/NFJ Balanced
Wells Fargo MDP U.S. Large-Cap Balanced
Paul Magnuson

Paul A. Magnuson is a Managing Director at NFJ. He is a Portfolio Manager with over 20 years' experience in equity analysis and portfolio management. Prior to joining NFJ in 1992, he was an Assistant Vice President at NationsBank, which he joined in 1985. Within the Trust Investment Qualitative Services Division of NationsBank, he was responsible for equity analytics and structured fund management.


Paul Magnuson manages these investment products:
Mutual Funds
Allianz NFJ Dividend Value
Allianz NFJ International Value
Allianz NFJ Large-Cap Value
Allianz NFJ Renaissance
Allianz NFJ Small-Cap Value
Managed Accounts
Closed/Multi-Firm CDP III
Closed/Multi-Firm CDP IV
Closed/Multi-Firm CDP V
Closed/Multi-Firm CDP VI
NFJ Large-Cap Value
NFJ Small-Cap Value
R. Burns McKinney

R. Burns McKinney is a Portfolio Manager with 12 years of experience in equity research and financial analysis. Prior to joining NFJ in 2006, he worked as an equity research analyst at Evergreen Investments, where he covered the energy sector. He has also worked in investment banking, as an analyst for Alex.Brown & Sons, Morgan Stanley and Merrill Lynch, where he was a Vice President of equity research. Burns holds an M.B.A. from the Wharton School of the University of Pennsylvania and a B.A. from Dartmouth College. He is a CFA charterholder.


R. Burns McKinney manages these investment products:
Mutual Funds
Allianz NFJ Dividend Value
Allianz NFJ Global Dividend Value
Allianz NFJ International Value
Allianz NFJ Small-Cap Value
Thomas W. Oliver

Thomas W. Oliver, CFA and CPA, is a Portfolio Manager at NFJ with over 8 years' experience in accounting, reporting and financial analysis. Prior to joining NFJ in 2005, he was a manager of corporate reporting at Perot Systems Corporation, which he joined in 1999. Prior to joining Perot Systems Corporation, Mr. Oliver was an auditor with Deloitte & Touche.


Thomas W. Oliver manages these investment products:
Mutual Funds
Allianz NFJ All-Cap Value
Allianz NFJ Dividend Value
Allianz NFJ Global Dividend Value
Allianz NFJ International Value
Allianz NFJ Large-Cap Value
Allianz NFJ Mid-Cap Value
Managed Accounts
NFJ Dividend Value
Jeffrey S. Partenheimer

Jeffrey Partenheimer, CFA and CPA, is a Managing Director and Portfolio Manager at NFJ Investment Group.  His experience in financial analysis, portfolio management and large corporate finance began in 1985. Prior to joining NFJ in 1999, he spent 10 years in commercial banking, 8 of which he devoted to managing investment portfolios. Before this, he spent four years as Treasury Director for DSC Communications in Plano, Texas. He began his career as a Financial Analyst with First City Bank of Dallas in 1985. Mr. Partenheimer earned his B.B.A. from the University of Texas and his M.S. in finance from Texas Tech University.


Jeffrey S. Partenheimer manages these investment products:
Mutual Funds
Allianz NFJ All-Cap Value
Allianz NFJ Dividend Value
Allianz NFJ Large-Cap Value
Allianz NFJ Mid-Cap Value
Managed Accounts
NFJ All-Cap Value
NFJ Dividend Value
NFJ Mid-Cap Value
PIMCO/NFJ Balanced
Wells Fargo MDP U.S. Large-Cap Balanced

Investors should consider the investment objectives, risks, charges and expenses of any mutual fund carefully before investing. This and other information is contained in the fund´s prospectus and summary prospectus, if available, which may be obtained by contacting your financial advisor. Click here for a complete list of the PIMCO Funds and Allianz Funds prospectuses and summary prospectuses. Please read them carefully before you invest or send money.

This is not an offer or solicitation for the purchase or sale of any financial instrument. It is presented only to provide information on investment strategies and opportunities. The material contains the current opinions of the author, which are subject to change without notice. Statements concerning financial market trends are based on current market conditions, which will fluctuate. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities. Diversification does not ensure against loss.

 

Closed-end funds, unlike open-end funds, are not continuously offered. After the initial public offering, shares are sold on the open market. For additional information on the Allianz Global Investors Closed-end Funds, contact your financial advisor or call 1-800-331-1710. Investment policies, management fees and other matters of interest to prospective investors may be found in each closed-end fund prospectus. Closed-end Funds are managed by Allianz Global Investors Fund Management LLC and the sub-adviser is Pacific Investment Management Company LLC (PIMCO), Oppenheimer Capital LLC (OPCAP), Nicholas Applegate Capital Management (NACM) or NFJ Investment Group LLC

 

Managed accounts are available through Allianz Global Investors Managed Accounts LLC, 1345 Avenue of the Americas, New York, NY 10105-4800. The funds are distributed by Allianz Global Investors Distributors LLC, 1345 Avenue of the Americas, New York, NY 10105-4800 © 2010. For information about any product, contact your financial advisor.

 

Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED


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