R. Burns McKinney discusses NFJ Investment Group as well as the U.S. Dividend Value and the International Value strategies. The firm as a whole is considered contrarian and buys stocks the market dislikes. Mr. McKinney uses a rules-based approach, requiring each stock to adhere to three core principles. This approach identifies stocks that pay dividends and have a low p/e relative to their peers. In addition, Mr. McKinney uses a price-momentum overlay to help with his timing and to avoid value traps.
Full interview available here.
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