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All data as of 03/31/13, unless otherwise indicated.
Managed Accounts

Allianz Focused Growth

Objective
A managed account seeking long-term capital appreciation through investment in the stocks of high quality, predominantly large-cap companies.

Strategy Overview

 

Highlights 

  • Growth potential of large-cap stocks
  • Management by experienced growth experts
  • Research-driven investment process
  • Disciplined portfolio construction

 

Process & Philosophy

GROWTH POTENTIAL

The changing U.S. economy continues to provide significant growth opportunities for large-cap companies. Allianz Focused Growth managed account portfolio is a smart way to access the growth potential of this asset class.

RESEARCH-INTENSE INVESTMENT PROCESS

The Allianz Focused Growth strategy seeks to invest in high quality growth companies with relatively attractive valuations. To achieve this goal, the managers leverage Allianz Global Investors' robust research platform for the necessary data for valuation and stock selection.

  • The global research team comprises approximately 80 analysts who each conduct an average of 100 annual meetings with corporate management at key companies.
  • This fundamental research is complemented by unique Grassroots Research, which combines an in-house staff, over 350 independent researchers and more than 50,000 industry contacts to gather on-the-ground market intelligence.

 

Portfolio Construction

Allianz Focused Growth managed account portfolio seeks to outperform its benchmarks, the Russell 1000 Growth and S&P 500 Indices. Selecting the stocks to achieve this goal is done in accordance with a disciplined process.

  • Growth screen-Research universe of large-cap U.S. stocks regarding growth prospects, looking for evidence of sustained earnings growth, positive cash flow, a unique market position, proprietary products/services and productive research and development.
  • Quality screen-Remaining stocks are screened for strong quality attributes, including management integrity, well capitalized balance sheet, and sound accounting principles.
  • Valuation screen-Identify stocks with above market growth rates, positive relative valuations and reasonable risk exposure.
  • Reality check-Industries and companies considered for inclusion in the portfolio may also be researched by by GrassrootsSM research.
  • Security selection-Best opportunities for growth are included in the portfolio, with adjustments made according to client specifications.
Formerly known as RCM Focused Growth.
This material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. References to specific securities and their issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities.

Individual results may vary as a result of market conditions, trading costs, and other factors which may be unique to each account. Individual account holdings will vary depending on the size of an account, cash flows and account restrictions. At any time an individual account managed in this strategy may or may not include securities held by another portfolio. Consequently, any particular account may have portfolio characteristics and performance that differ from another individual account in this strategy.

The managed account strategies described here are offered by Allianz Global Investors U.S. LLC and are available exclusively through financial professionals. Participation is restricted to accounts with a minimum asset level and may not be suitable for all investors.
Accounts are managed by Allianz Global Investors U.S. LLC (AGI U.S.). Accounts were formerly managed by Allianz Global Investors Managed Accounts LLC (AGIMA) using a model portfolio developed by a sub-advisor, RCM Capital Management LLC (RCM), as a guide. AGIMA and RCM merged into AGI U.S. on 1/1/13 and 4/1/13, respectively.

A Word About Risk: Investing in securities entails risk. Because Allianz Focused Growth Portfolio investments may be concentrated in stocks of a limited number of companies, this portfolio involves increased risk.

Grassroots Research is a division within the Allianz Global Investors group of companies that commissions investigative research for asset-management professionals. Research data used to generate Grassroots Research reports are received from reporters and field force investigators who work as independent, third party research providers, supplying research that is paid for by commissions generated by trades executed on behalf of clients.
 


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Allianz Global Investors U.S. LLC, 1633 Broadway, New York, NY 10019-7585.
 
AGI-2013-03-28-6160
Copyright AllianzGI 2013. All Rights Reserved.
Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED

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