Pacific Advisors Funds - Portfolio Management
Pacific Global Investment Management Company is the manager of the Pacific Advisors Funds. Pacific Global is headquartered in Glendale, California and has been managing money for over twenty years. Along with the Pacific Advisors family of mutual funds, Pacific Global provides investment management services to private clients and institutions.
George A. Henning. Mr. Henning is portfolio manager of the Small Cap Value Fund and the Mid Cap Value Fund.
Mr. Henning is Chairman and President of Pacific Advisors Fund ("PAF") and Chairman, President and CEO of Pacific Global. He also serves as the Chairman of Pacific Global Fund Distributors, Inc.(“PGFD”), the exclusive underwriter and distributor of PAF, and Pacific Global Investor Services, Inc. (“PGIS”), the transfer, dividend disbursing, and administrative services agent for PAF.
Prior to establishing Pacific Global in 1991, Mr. Henning served as Sr. Vice President of Transamerica Life Companies and President of its broker/dealer. Before joining Transamerica, Mr. Henning was Sr. Vice President at Chubb LifeAmerica and President of its broker/dealer and mutual fund companies. He received a B.S. degree from Geneva College and a M.S. degree from Indiana University.
Samuel C. Coquillard. Mr. Coquillard is the portfolio manager of the Large Cap Value Fund.
Mr. Coquillard is a Managing Director of Pacific Global. Immediately prior to joining Pacific Global in 2006, Mr. Coquillard was a Senior Vice President of Chelsea Management Company, an investment advisory firm. Previously, Mr. Coquillard was a First Vice President of Merrill Lynch; Senior Vice President at Chase H&Q; and Vice President, Institutional Sales, at Wertheim Schroder & Co. Mr. Coquillard received a B.A. degree from the University of Southern California.
Jingjing Yan, CFA. Ms. Yan is a portfolio manager of the Income and Equity Fund and a portfolio manager of the fixed income portion of the Balanced Fund.
Ms. Yan is Treasurer of Pacific Advisors Fund, Pacific Global, PGFD and PGIS. She has been associated with these firms since 2001.
She received an undergraduate degree from Zhejiang University in Hangzhou, China and earned a post graduate degree in Accounting from Macquarie University in Sydney, Australia. Ms. Yan has been an associate member of the AICPA .
Charles Suh, CFA. Mr. Suh is a portfolio manager of the Income and Equity Fund and a portfolio manager with respect to the equity portion of the Balanced Fund.
Mr. Suh is a Vice President of Pacific Global and has been the principal research analyst for the firm’s small cap value strategy since joining the firm in 2007. He also serves as analyst for the firm’s mid-cap and large cap equity strategies.
Prior to joining Pacific Global, Mr. Suh was a securities analyst with KeyBanc Capital Markets after starting his career at Lord Abbett & Co. He received a B.S. degree from the University of California, San Diego, and a M.B.A. degree from Columbia Business School where he was selected for the Value Investing Program.
Vi Chan, CFA. Mr. Chan is a portfolio manager with respect to the equity portion of the Balanced Fund.
Mr. Chan is the principal research analyst for Pacific Global's mid-cap value strategy and analyst for the small cap value strategy.
Immediately prior to joining Pacific Global in 2014, Mr. Chan was an equity research analyst with Kayne Anderson Rudnick. Previously, Mr. Chan was a portfolio analyst at Payden & Rygel after starting his career at Bank of America. He received a B.S. degree from the University of Southern California and a M.B.A. degree from Columbia Business School where he was selected for the Value Investing Program.
Shares of the Pacific Advisors Funds (the “Funds”) are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the FDIC or any other agency, and involve investment risks including the possible loss of the principal amount invested. For more information on the Funds, including objectives, risks, charges and expenses, please download the prospectus
or call (800) 989-6693 to request a copy. Please read the prospectus carefully and consider the investment objectives, risks, charges, and expenses before investing. Pacific Advisors Funds are distributed by Pacific Global Fund Distributors, Inc. 101 N. Brand Blvd., Suite 1950, Glendale, CA 91203.
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