| Manager Profile | |
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| Global equity specialist with $24.8 billion in assets as of 12/31/06 | | Proven investment strategies encompassing a broad range of US and non-US equity products |
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Batterymarch manages assets across more than 50 equity markets for investors around the world. The firm's investment process models the time-tested investment disciplines of experienced fundamental investors, within an efficient, systematic structure. This approach integrates the best characteristics of both quantitative and traditional approaches. Drawn from more than 35 years of experience, all of Batterymarch's strategies share key attributes: rigorous bottom-up stock selection, integrated risk control and cost-efficient trading. Each strategy is customized to capture the intricacies of specific sectors, markets/regions and asset classes—and seeks to add value regardless of the investment environment.
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| Bios | | |
Christopher W. Floyd, CFA Portfolio Manager Chris holds a BA from Dartmouth College and an MBA from Cornell University. He joined Batterymarch in 2000 as a quantitative analyst and became a portfolio manager in 2003. Prior to Batterymarch, Chris held responsibilities at Cigna Investment Management, Urban & Associates, Inc. and Bay State Federal Savings Bank. He has seven years of investment experience.
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Charles F. Lovejoy, CFA Director and Senior Portfolio Manager Charlie holds a BS from Tufts University. He joined Batterymarch in 1992 as a portfolio manager and was promoted to director of the International team in 2006. Before joining Batterymarch, Charlie managed international and emerging markets portfolios for Boston International Advisors and headed the quantitative research group at Putnam Management Company, with responsibilities for portfolio management and product development as well as quantitative research for US, international and emerging markets. Former president of the Boston Security Analysts Society and the Boston Quantitative Discussion Group, Charlie was also a Director of the International Society of Financial Analysts. He has 26 years of investment experience.
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John Vietz, CFA Portfolio Manager John holds a BS from the Wharton School of the University of Pennsylvania and an MBA from the MIT Sloan School of Management. He joined Batterymarch as a quantitative analyst in 2003 after spending the previous summer at the firm. John became a portfolio manager in 2005. Prior to that, he was an equity research analyst at Manning & Napier and Barra RogersCasey. John has 12 years of investment experience.
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Jeremy Knight Portfolio Manager Jeremy holds a BA from Leeds University (UK). He joined Legg Mason Investments, Batterymarch's London affiliate, in 1999. Prior to that, Jeremy was an analyst/fund manager at Colonial First State, with experience in UK, European and Asian assets. He holds an Investment Management Certificate and has 18 years of investment experience.
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| International Small-Cap | |
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Long-term growth of capital through investment in equity securities of non-U.S. companies with small market capitalizations.
| | | | S&P/Citigroup Extended Market Index World ex-US | |
The S&P/Citigroup Extended Market Index World ex-US is constructed by examining the smaller capitalization companies located in one of the largest 52 developed markets outside of the United States.
| | | | Foreign small mid-cap value | | | | Based on information from Morningstar, Inc., 2008.
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