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A PIMCO Company
A Singular Focus on Municipal Investments
Learn more and view the Funds' prospectus:
Learn more and view the Funds' prospectus:
Aligning Like-Minded Investors
Designed specifically with our registered investment advisor (RIA) partners in mind, the Funds effectively create a network of advisors who share our distinct investment philosophy and who are committed to the long-term fund objectives. Through an informal RIA education process, we equip those who are advising fund co-investors with a solid understanding of our investment philosophy and objectives. In so doing, we endeavor to offer funds whose outflows reflect a “buy-and-hold” investor mentality.
Positioning for Opportunity
Additionally, in the management of the PIMCO Gurtin National Municipal Opportunistic Value Fund (GNMFX) and PIMCO Gurtin California Municipal Opportunistic Value Fund (GCMFX), we endeavor to minimize cash drag while positioning the Opportunistic Value Funds to be able to take advantage of fleeting opportunities to achieve above-market yields. Maintaining a patient approach to investment, we deliberately call capital from an investor queue as attractive investment opportunities become readily available.
Our educational onboarding process for advisors is designed to clearly outline the goals of our mutual funds and confirm our shared investment objectives. In this way, we hope to ensure a partnership in which we can work together to provide the long-term investment experience that your clients desire.
At the conclusion of this process, advisors can expect to be fully educated on our mutual funds’ suitability for long-term investors and fund flow management, as well as the terms and conditions of purchasing fund shares.
As a part of our distinctive management approach, we utilize a queuing system in the Opportunistic Value funds to regulate capital inflows, allowing us greater discretion over market timing in purchase decisions. By implementing this queuing system, we intend to more strategically deploy capital during times of market dislocation. Through patient investment, we seek to capitalize on market opportunities, while avoiding charging our clients management fees on uninvested capital.
Make an Intermediate Value Fund Purchase
Once you have undergone our advisor approval process, you can take advantage of your exclusive access to our mutual fund offerings at any time. For your convenience, you can directly purchase shares through our diverse range of custodian partners, including:
Purchase the PIMCO Intermediate Value Funds:
Enter the Opportunistic Value Fund Queue
Approved advisors can gain access to our Opportunistic Value mutual funds by entering the queue. With our queuing system, we strategically call capital from interested investors as market opportunities arise, allowing for calculated investment decisions with the long-term goal of capturing greater risk-adjusted return and minimizing cash drag.
If you are already an authorized advisor, join the queue:
In joining our network of approved advisors, you partner with us in a shared commitment to uncovering the best investment outcome for your clients, and join the ranks of advisor partners who have undergone our advisor education program to gain access to funds designed to avoid forced selling during periods of municipal market stress.
To indicate your interest in joining our community of advisors and gaining access to our mutual funds, please fill out the form to the right or contact a member of our team by emailing [email protected].
The Funds are jointly managed by Jim Grandinetti, Bill Gurtin, Michael Johnson, Brian Hannibal, and Myles Grenier of Gurtin Municipal Bond Management (“Gurtin”), a PIMCO company. Gurtin serves as a sub-adviser to the Funds.
This resource is provided for informational purposes only and is neither an offer to sell nor a solicitation of an offer to buy interest/shares in the PIMCO Gurtin Funds. PIMCO acquired Gurtin on January 2, 2019. The former Gurtin Funds were reorganized and commenced operations on March 18, 2019. The investment objective and investment strategy for the funds remain the same.
Before investing, an investor should consider the fund's investment objectives, risks, and charges and expenses carefully before investing or sending money. This and other important information can be found in the fund's prospectus available from your investment professional or at www.pimco.com. Please read the prospectus carefully before investing.
PIMCO Investments LLC, distributor, 1633 Broadway, New York, NY 10019, is a company of PIMCO.
