Delivering Upside Potential for Our Clients

Rothschild & Co Asset Management US INC., December 2019 

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Delivering Upside Potential for Our Clients

Introducing the people, process, and philosophy of Rothschild & Co Asset Management US Inc., the subadvisor to Pacific Funds U.S. Equity Funds.

Transcript

Douglas J. Levine, CFA
Managing Director

Growing up, my father and my grandfather taught me a lot about finances, and always talked about managing your finances and saving money, especially for that rainy day. Also, focusing on investing for the future. I think it really taught me there’s a nice balance between investing to create wealth, but also it’s important to protect capital. If you look at Rothschild and how we manage, that’s consistent with how we manage our portfolios.

Tina Jones, CFA
Chief Investment Officer 

We generate our investment ideas using an internally-developed and time-tested idea generation tool. What that tool helps us do is take a very large universe of stocks and focus it to a narrower subset of stocks that--first of all--have a higher likelihood of outperforming the market but really most importantly have the characteristics that we are looking for as analysts and portfolio managers.

Paul Roukis, CFA
Managing Director

We also overlay fundamental research analysis, recognizing that a ranking system can't interpret or quantify all the information out there, that's there's qualitative judgments that have to be made. So, we have a seasoned team of investment professionals that spend the majority of our time doing fundamental analysis.

Luis Ferreira, CFA
Managing Director

We seek stocks that are attractively-valued versus peers that can provide expectational upside. By that I mean stocks that can exceed expectations from investors--from the marketplace. For example, if a stock is expected to grow 10 percent and it delivers growth that is 20 percent that is significant upside. However, if there's a stock that is expected to grow one or two percent, say, a large, mature company and delivers a three to four percent, that's still expectational upside. That is what we're looking for-stocks across all sectors that can do that for investors.

Paul Roukis, CFA
Managing Director

I could say every day is different. Every day I learn something new. I try to connect the dots to find the best investment ideas for our clients, and it's not just about finding good stocks, it's about constructing portfolios and managing risk to give our clients the best return over time possible.

 

For more information about Pacific Funds, please contact your financial advisor, click here, or call (800) 722-2333.

 

The opinions expressed are those of the speakers and are subject to change without notice. These opinions may differ from those of other professionals at Rothschild & Co Asset Management US Inc. and should not be construed as the offer or sale of any investment or as investment advice, and should not be relied upon as the sole factor in an investment making decision.

There is no guarantee that the Funds will achieve their investment goals. Equity securities tend to go up and down in value, sometimes rapidly and unpredictably, in response to many factors, including a company's historical and prospective earnings, the value of its assets, general economic conditions, interest rates, investor perceptions, and market liquidity.

DOL - Pacific Funds

Pacific Life Insurance Company is the administrator for Pacific Funds. It is not a fiduciary and therefore does not give advice or make recommendations regarding insurance or investment products.

PFD2

You should consider a fund's investment goal, risks, charges, and expenses carefully before investing. The prospectus and/or the applicable summary prospectus contain this and other information about the fund and are available from your financial advisor. The prospectus and/or summary prospectus should be read carefully before investing.

Rothschild & Co Asset Management US Inc. is unaffiliated with Pacific Life Insurance Company.

PSD2

Pacific Funds are distributed by Pacific Select Distributors, LLC (member FINRA & SIPC), a subsidiary of Pacific Life Insurance Company (Newport Beach, CA), and are available through licensed third parties. Pacific Funds refers to Pacific Funds Series Trust.

AM6

No bank guarantee • May lose value • Not FDIC insured