Pacific FundsSM is a family of mutual funds designed for growth, income generation, and diversification. Our managers seek to deliver consistent results with downside protection strategies to help shareholders meet their long-term financial goals. We provide value to our clients through high-quality service standards, thought leadership, and product innovation.
Using small-cap value stocks is currently the least expensive asset class within U.S. equities, have historically outperformed small-cap growth stocks, and may provide diversification benefits to an investor’s portfolio.
Tina Jones from Rothschild & Co Asset Management US Inc., the subadvisor for the Pacific Funds U.S. equity funds, gives her views on the impact of tariffs on domestic small-cap stocks and what the future may hold.
While investing solely in a small-cap core strategy can provide a set-it-and-forget-it approach, those who believe in rebalancing or taking tactical views may prefer both small-cap value and small-cap growth strategies.
Pacific Funds portfolio managers examine several developments that have increased the focus on alternatives and how the asset class may address two of the more pressing potential risks in capital markets today.