| Manager Profile | |
This general information is provided by and used with the permission of this manager.
It may not contain information about the Pacific Select Fund portfolios managed by
this manager. Pacific Select Fund portfolios are available only through
variable products.
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Pacific Asset Management (PAM) is a Delaware limited liability company and third party asset management subsidiary of Pacific Life. PAM manages the Money Market and High Yield Bond Portfolios of Pacific Select Fund.
PAM’s portfolio management style is consistent with Pacific Life's long-standing reputation of integrity with a focus on quality. Qualitative analysis helps determine a portfolio's composition, then individual securities are selected. In the process, PAM’s managers conduct independent analysis in addition to tapping traditional sources.
Pacific Life Fund Advisors LLC (PLFA), the investment adviser to Pacific Select Fund, also does business under the name Pacific Asset Management. PLFA assumed the role of investment adviser of Pacific Select Fund and the direct management of the Money Market and High Yield Bond portfolios from Pacific Life on May 1, 2007.
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| Bios | | |
Brian M. Robertson, CFA Portfolio Manager Brian M. Robertson, CFA, Portfolio Manager of PAM since 2007.
He has the responsibility of co-managing the PL Money Market
Fund since 2008 and provides research and analysis of
investments in the forest product, metals and mining, industrials,
and homebuilding sectors. Prior to joining PAM, Mr. Robertson was
a former member of Pacific Life’s credit research team and was
responsible for fixed-income analysis and leveraged loan credit
analysis. Mr. Robertson joined Pacific Life in 2000 and holds a BA
from the University of Michigan.
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Jason R. Rosiak Portfolio Manager Jason R. Rosiak is a senior managing director and portfolio
manager of PAM since 2007 and has managed the portfolio since
2008. He has responsibility for overseeing PAM’s portfolio
management activities, including high yield bonds, leveraged
loans, and structured products. Prior to joining PAM, Mr. Rosiak
held senior positions at UBS Investment Bank from 2006 to 2007
and PIMCO from 1996 to 2005. While at PIMCO, Mr. Rosiak served
as a leveraged loan portfolio manager and head of high yield
trading. He has over 15 years of investment experience. Mr.
Rosiak has a BA from the University of California, Los Angeles
and an MBA from the University of Southern California.
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Brendan L. Collins, CFA Portfolio Manager Mr. Collins has been a portfolio manager with PAM since 2007 and
portfolio manager of Pacific Life since 1998. He (Since 1998) joined
Pacific Life in 1996 and has over 11 years of investment experience.
Mr. Collins is responsible for managing short-term investments,
long-term general account assets of Pacific Life and making
structured credit investments. Prior to joining Pacific Life, he spent
five years with Pacific Investment Management Company LLC in their
mortgage and operations area. He has a BA from California State
University, Fullerton.
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Michael Long Lead Portfolio Manager and Assistant Vice President Mr. Long has been a portfolio manager with PAM since 2007 and
lead portfolio manager and assistant vice (Since 1998) president
of Pacific Life since 1998. Mr. Long joined Pacific Life in 1994 as an
investment analyst. Mr. Long has over 22 years experience in the
financial and securities industry, including six years in investment
analyst positions at Franklin Resources, Inc., Bradford and Marzec,
Inc., and Great Northern Annuity prior to joining Pacific Life. He
received a BA from University of California, Davis and an MBA
from Pepperdine University.
As the lead manager, Mr. Long generally has final authority over all aspects
of the portfolio’s investments, including but not limited to, purchases and sales
of individual securities, portfolio constructions techniques, portfolio risk
assessment, and the management of daily cash flows in accordance with
portfolio holdings. The degree to which Mr. Long may perform these
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| Money Market | |
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Current income consistent with preservation of capital through
investment in the highest quality money market instruments
believed to have limited credit risk.
| | | | Merrill Lynch 3-Month U.S. T Bill Index and Lipper Money Market Funds Index |
The Merrill Lynch 3-Month U.S. T Bill Index is an index comprised
of a single Treasury bill purchased at the beginning of the month
and held for a full month then sold and rolled into a newly selected
issue and is the portfolio's primary benchmark index. Results
include reinvested interest.
The Lipper Money Market Funds Index is an equal-dollar-weighted
index of the 30 largest mutual funds within the money market
fund classification as defined by Lipper. The Index is adjusted for
the reinvestment of capital gains and income (or interest).
| | | | Money market | | | | Based on information from Morningstar, Inc., 2008.
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| High Yield Bond | |
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High level of current income through investment in fixed income
securities with lower- and medium-quality credit ratings and
intermediate to long terms to maturity.
| | | | Lehman Brothers High Yield 2% Capped Index | |
The U.S. Corporate High-Yield Index the covers the USD-denominated, non-investment grade, fixed-rate, taxable corporate bond market. Securities are classified as high-yield if the middle rating of Moody’s, Fitch, and S&P is Ba1/BB+/BB+ or below. The index excludes Emerging Markets debt.
| | | | High yield bond | | | | Based on information from Morningstar, Inc., 2008.
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