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NFJ tells trustees small-cap value and regional banks present undervaluation opportunity
Summary
Portfolio managers from NFJ argued small-cap value — particularly regional banks — offers attractive valuations relative to large-cap tech, urging trustees to consider the asset class as part of long-term allocation.
Representatives from NFJ, led by portfolio manager Garth Riley, presented the firm’s small-cap value strategy and argued trustees should consider the asset class as a compelling opportunity given current market valuation dislocations.
Riley said NFJ emphasizes valuation, shareholder yield and quality. He explained the firm filters out unprofitable small-cap names and uses custom peer groups and data-driven screening to find attractively…
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