NFJ Investment Group, LLC
NFJ Investment Group, LLC is a global value equity manager headquartered in Dallas, Texas, with roots dating back to 1989. The firm is registered as an investment adviser and manages public equity funds with a particular focus on value-oriented strategies. NFJ serves institutional investors, investment companies, and pension plans, with around a dozen employees in investment-focused roles. The group emphasizes a heritage of deep analytical research and disciplined portfolio management.
Investment Strategy
NFJ Investment Group pursues a value-oriented investment approach, focusing on fundamentally undervalued equity securities globally. The firm relies on disciplined research to identify stocks trading below intrinsic value, typically combining rigorous fundamental analysis with macroeconomic insights and risk controls. Its portfolios often feature sector diversification and consistent rebalancing, targeting long-term performance and capital preservation for institutional clients and investment companies.
Top Holdings
Equity Positions (269)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NEE | NEXTERA ENERGY INC | 2.49% | $71.5M | 1,029,863 | $59.22 | $69.42 | -$10.1M |
B BAC | BANK AMERICA CORP | 2.30% | $66.1M | 1,395,851 | $33.68 | $47.32 | +$6.5M |
E ES | EVERSOURCE ENERGY | 2.25% | $64.5M | 1,013,055 | $63.86 | $63.62 | -$2.4M |
I INTU | INTUIT | 2.13% | $61.1M | 77,592 | $445.73 | $787.63 | +$5.0M |
G GOOGL | ALPHABET INC | 2.09% | $59.9M | 339,953 | $160.31 | $176.23 | +$42.8M |