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Pacific Select Mid-cap Plus Bond Alpha Portfolio Class I (0P00003CTH)
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22/11 - Closed. Currency in USD
- Morningstar Rating:
- Total Assets: 448.25M
Pacific Select Mid-Cap Equity Portfolio Class I
40.000
+0.450
+1.13%
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0P00003CTH Overview
On this page you'll find an in-depth profile of Pacific Select Mid-cap Plus Bond Alpha Portfolio Class I. Learn about the key management, total assets, investment strategy and contact information of 0P00003CTH among other information.
Investment Strategy
The investment seeks capital appreciation. Under normal circumstances, this fund invests at least 80% of its assets in equity securities of companies with medium market capitalizations. The sub-adviser generally considers a company to be a mid-capitalization company if the company has a market capitalization range within the Russell Midcap Index. The sub-adviser seeks to invest in the securities of companies (both growth and value companies) that are expected to benefit from macroeconomic or company-specific factors, and that are attractively priced relative to their fundamentals.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Akiva Dickstein | Co-Portfolio Manager | 2023 | Now |
| Biography | Akiva Dickstein, Managing Director, is Head of Customized Multi-Sector Portfolios and co-Head of Global Inflation Linked Portfolios within BlackRock's Fundamental Fixed Income (FFI) group, and a member of the Fundamental Fixed Income executive team. He is also a portfolio manager of BlackRock's Core Bond Fund. Prior to taking on his current responsibilities, Mr. Dickstein was the lead portfolio manager on BlackRock's mortgage portfolios. Before joining BlackRock in 2009, Mr. Dickstein spent eight years at Merrill Lynch, where he served as Managing Director and head of the U.S. Rates & Structured Credit Research Group. He was responsible for the team that produced MBS, ABS, CMBS, Treasuries, swaps, and interest rate derivatives research. Mr. Dickstein's publications on MBS strategy included the weekly Mortgage Investor as well as numerous lengthier articles on topics such as optimal loan modifications, the valuation of credit-sensitive MBS and ABS, and the pricing of mortgage derivatives, options, and pass-throughs. In addition, he developed Merrill's prepayment models for fixed rate and hybrid MBS. From 1993 to 2001, Mr. Dickstein was with Lehman Brothers, most recently as a Senior Vice President in Mortgage Derivatives Trading. In this role, he traded mortgage derivatives and developed Lehman's credit default model. He joined Lehman as a mortgage and asset-backed securities analyst and was named to Institutional Investor's All American Fixed Income Research Team in pass-throughs, non-agency mortgages, and asset-backed securities. Mr. Dickstein earned a BA degree in economics, summa cum laude, from Yale University in 1990, and an MA degree in physics from Princeton University in 1993. | ||
| Scott MacLellan, CFA, CMT | Director | 2023 | Now |
| Biography | Scott MacLellan, CFA, CMT, Managing Director, is a portfolio manager in BlackRock's Global Fixed Income Group. He is the co-lead portfolio manager of BlackRock's Low Duration Bond Fund, BGF USD Short Duration Bond Fund and the iShares Short Maturity Bond ETF (NEAR). As a lead portfolio manager on the USD short duration fixed income platform, he also focuses on managing a large number of multi sector fixed income separate accounts. Mr. MacLellan is named as lead portfolio manager for the BlackRock Target Allocation Shares Series P Fund and the lead portfolio manager for four multi-sector BlackRock closed end funds, the BlackRock Core Bond Trust, BlackRock Multi-Sector Income Trust, BlackRock Limited Duration Income Trust and Enhanced Government Fund. He also served on BlackRock's Obsidian hedge fund team. Mr. MacLellan serves in number of capacities with regard to sustainable investing in the Fundamental Fixed Income Team, including as a member of the Global Fixed Income ESG Leadership Committee and a member of the ESG Advisory Group to the Fundamental Fixed Income Executive Committee. Prior to assuming his current responsibilities in 2012, Mr. MacLellan was a an account manager in the Global Client Group, covering clients in Asia and the Middle East. Previously, Mr. MacLellan spent four years with Nomura BlackRock Asset Management (NBAM) in Tokyo. Prior to joining NBAM in 2001, Mr. MacLellan spent a year at the Industrial Bank of Japan Leasing in Tokyo, investing in emerging markets. Mr. MacLellan earned a BA degree, with combined honors, in economics and international development studies from King's College, Dalhousie University in Canada. Mr. MacLellan attended the Graduate School of International Relations and Pacific Studies at the University of California, San Diego and Tohoku University in Japan. He has received both the Chartered Financial Analyst and Chartered Market Technician designations. He is proficient in Japanese. | ||
| Michael Carlucci | Portfolio Manager | 2023 | Now |
| Biography | Director since 2022, and member of the Global Allocation team since 2011. He is an analyst, primarily responsible for coverage of equities through the use of derivatives, as well as fixed income and foreign currencies. Mr. Carlucci began his investment career in 2008 and has a BS/BA from Rider University. | ||
| Jason J. Votruba | Portfolio Manager | 2013 | 2023 |
| Biography | Mr. Votruba is Co-Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund and previously he served as a member of the small cap equity team. Prior to joining the firm in 2002, he worked as an analyst within the Equity Research and Investment Banking divisions at George K. Baum & Company from 2000 to 2002 and Commerce Bank from 1998 to 2000. He has 21 years of financial industry experience. Mr. Votruba earned his Bachelor of Science degree in Business Administration from Kansas State University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. | ||
| Derek M. Smashey | Portfolio Manager | 2013 | 2023 |
| Biography | Mr. Smashey is Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. Prior to joining the firm in 2006, he was a director at Nations Media Partners, an investment banking firm specializing in media and communications. Mr. Smashey has 15 years of financial industry experience. He earned his MBA from the University of Kansas and his Bachelor of Science degree in Finance from Northwest Missouri State University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. | ||
| John A. Indellicate | Co-Portfolio Manager | 2013 | 2023 |
| Biography | Mr. Indellicate is Co-Portfolio Manager of the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. He joined the firm in 2004 as a senior qualitative analyst and has been a member of the mid cap team since the product’s inception in 2006. Mr. Indellicate has 15 years of financial industry experience. He earned his bachelor’s degree in Economics from Harvard University. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. | ||
| G. Patrick Dunkerley | Portfolio Manager | 2013 | 2023 |
| Biography | Mr. Dunkerley is Lead Portfolio Manager for the Scout Mid Cap Equity strategy, including the Scout Mid Cap Fund. He has held this role since joining the firm in 2006; the year of the strategy’s inception. Prior to joining the firm, he was assistant portfolio manager and subsequently lead portfolio manager of a mid-cap mutual fund and separate account product for Victory Capital Management from 2001 to 2006. His experience also includes roles as an equity research analyst at Edward Jones and Securities Corporation of Iowa. Mr. Dunkerley has 25 years of financial industry experience. Mr. Dunkerley earned his MBA from Golden Gate University and his Bachelor of Science degree in Business Administration from the University of Missouri. He is a CFA charterholder and a member of the CFA Society Kansas City, as well as the CFA Institute. Mr. Dunkerley is a veteran of the U.S. Air Force where he served at the rank of captain. | ||
| Martin Flood | Director, portfolio manager/analyst | 2011 | 2013 |
| Biography | Martin Flood is a Managing Director and Portfolio Manager/Analyst on various US and global equity strategies, focusing on client communications. In addition, Martin is a Portfolio Manager/Analyst for the US Equity Select Tax Aware strategy, which focuses on after-tax returns for private clients. He began working in the investment field in 1993. Prior to joining Lazard in 1996, Martin was a Senior Accountant with Arthur Andersen LLP. He has a BS in accounting from St. John's University. | ||
| Daniel Breslin | Portfolio Manager | 2010 | 2013 |
| Biography | Daniel Breslin, a Director of the Investment Manager, is a portfolio manager/analyst on the Investment Manager’s US Small-Mid Cap Equity team. He began working in the investment field in 1992. Prior to joining the Investment Manager in 2002, Mr. Breslin was with Guardian Life and New York Life. He has an MBA from Pace University and a BA from Rutgers University. | ||
| Robert A. Failla | Director, Portfolio Manager, Analyst, Member | 2005 | 2013 |
| Biography | Robert Failla is a Director and Portfolio Manager on the International and Global Equity platforms. As well, he is a member of the Global, International, and European Small Cap Equity teams. He began working in the investment field in 1993. Prior to joining Lazard in 2003, Robert was a Portfolio Manager with AllianceBernstein. He has an MBA from NYU's Stern School of Business and a BA (Hons) from Harvard. Robert was previously on the Board of Trustees at Delbarton School in Morristown, NJ from 2007 to 2019. Robert is a CFA® charterholder. | ||
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