|Metropolitan West Strategic Income M -- USA Fund|| |
USD 8.07 0.01 0.12%
Fund Manager since December 31, 2004
Mr. Whalen is a Generalist Portfolio Manager in the U.S. Fixed Income Group. Mr. Whalen joined TCW in 2009 during the acquisition of Metropolitan West Asset Management LLC as cohead of the Securitized Products division. Prior to joining TCW Mr. Whalen was a partner and cohead of MetWest Securitized Products division. Prior to joining MetWest in 2004 he was a director in the fixed income department at Credit Suisse First Boston in New York. Previously he was a vice president at Donaldson Lufkin and Jenrette. Mr. Whalen earned a bachelor degree in Economics from Yale University. He is a CFA charterholder.
Money Manager Since 2004 CFA
Management Performance (%)
The fund pursues its objective by using techniques intended to provide absolute returns in all markets and employs a strategy intended to produce high income while exploiting disparities or inefficiencies in markets. It focuses on inefficiencies related to secured or assetbacked debt compared with unsecured and subordinated debt or equity of companies and issuers. Additionally, the fund focuses on longerterm cyclical anomalies in the fixed income markets to both enhance yield and realize potential price appreciation.The fund is listed under Nontraditional Bond
category and is part of Metropolitan West Funds