Research Affiliates Equity Strategies


Equities in Focus:
Value is Alive and Well

Rob Arnott, Research Affiliates founder and portfolio manager for PIMCO’s RAE Fundamental Equity strategies, looks at value’s current and historical performance and explains why it’s still alive – and offers compelling opportunity.

Innovative Strategies Designed to Seek Excess Returns* for Investors

An attractive alternative to traditional active equity management, PIMCO RAE strategies are designed to seek excess returns for investors, while maintaining broad diversification, economic representation and low turnover.

Learn More About PIMCO RAE Strategies

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A Time-Tested Process To Equity Investing, Through a Variety of Market Environments.

Learn more about the philosophy and process – more than a decade in the making ‒ that powers RAE’s excess return potential

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More from PIMCO and Research Affiliates

Section : Date : Experts :
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Equities in Focus: Value is Alive and Well
Smart Charts in Focus
Equities at PIMCO: Nontraditional Solutions, Recognized Results
Emerging Market Equities: Looking Beyond Near-Term Fear
The Fundamentals of RAE Adding Value to Value


* Excess returns over value benchmarks over a full market cycle (3-5 yrs).

Investors should consider the investment objectives, risks, charges and expenses of the funds carefully before investing. This and other information are contained in the fund’s prospectus and summary prospectus, if available, which may be obtained by contacting your investment professional or PIMCO representative or by visiting Please read them carefully before you invest or send money.

A word about risk: Equities may decline in value due to both real and perceived general market, economic and industry conditions. Investments in value securities involve the risk the market’s value assessment may differ from the manager and the performance of the securities may decline. Investing in foreign-denominated and/or -domiciled securities may involve heightened risk due to currency fluctuations, and economic and political risks, which may be enhanced in emerging markets. Currency rates may fluctuate significantly over short periods of time and may reduce the returns of a portfolio. REITs are subject to risk, such as poor performance by the manager, adverse changes to tax laws or failure to qualify for tax-free pass-through of income. Model Risk is the risk that the Fund’s investment models used in making investment allocation decisions may not adequately take into account certain factors and may result in a decline in the value of an investment in the Fund. Derivatives may involve certain costs and risks, such as liquidity, interest rate, market, credit, management and the risk that a position could not be closed when most advantageous. Investing in derivatives could lose more than the amount invested. The cost of investing in the Fund will generally be higher than the cost of investing in a fund that invests directly in individual stocks and bonds. Diversification does not ensure against loss.  For risks associated with a particular Fund, please refer to the Fund's prospectus.

There is no guarantee that these investment strategies will work under all market conditions or are appropriate for all investors and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market.

PIMCO as a general matter provides services to qualified institutions, financial intermediaries and institutional investors. Individual investors should contact their own financial professional to determine the most appropriate investment options for their financial situation. This material contains the current opinions of the manager and such opinions are subject to change without notice. This material has been distributed for informational purposes only.  Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. PIMCO is a trademark of Allianz Asset Management of America L.P. in the United States and throughout the world. ©2021, PIMCO


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