Bryan Whalen - Metropolitan West Insider

Metropolitan West Strategic Income M -- USA Fund  

USD 8.08  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    
800-241-4671  

Management Performance (%)

Fund Summary

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 family.
Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations when you add Metropolitan West Strategic Income M to your portfolio

Top Management

Metropolitan West St Leadership Team
Bryan Whalen, Money Manager, CFA

Fund Performance

Metropolitan West Performance Indicators