DoubleLine is an independent, employee-owned money management firm committed to helping you achieve your investment goals. We offer an array of investment strategies and vehicles backed up by a consistent and tested portfolio management team.
Led by CEO-CIO Jeffrey Gundlach, DoubleLine was founded in 2009 when Mr. Gundlach came to believe his goal of asset management excellence was not shared by owners of the firm that his team had built to prominence over the preceding 24 years.
Active management permeates all stages of the investment process. Starting with the top-down macroeconomic outlook, which influences sector rotation, yield curve positioning and credit exposures, to the bottom-up security selection, each step in the process is focused on finding the best reward-to-risk opportunities. Jeffrey Sherman, CFADoubleLine Deputy Chief Investment Officer
Active management permeates all stages of the investment process. Starting with the top-down macroeconomic outlook, which influences sector rotation, yield curve positioning and credit exposures, to the bottom-up security selection, each step in the process is focused on finding the best reward-to-risk opportunities.
DoubleLine strives to integrate risk management with the pursuit of excess return while not crossing the double yellow line of risk on the road to successful investing. Cris Santa AnaChief Risk Officer, DoubleLine
DoubleLine strives to integrate risk management with the pursuit of excess return while not crossing the double yellow line of risk on the road to successful investing.
Our goal is to deliver better risk-adjusted returns to the client. Achieving this objective depends, in part, on avoiding unnecessary risk. At times, this might require closing strategies when they have reached capacity.
DoubleLine believes it should not sacrifice returns for growth. We want our clients to have the best experience possible. We emphasize the importance of security selection, trade execution, portfolio construction and sector allocation while relying on the firm's personnel and systems.
DoubleLine is employee-owned, which speaks to the stability and accountability of the team, reinforcing the principle that our interests are aligned with those of our clients.
DoubleLine was founded to offer investment services under a cardinal mandate: deliver better risk-adjusted returns. This mandate includes the avoidance of risk-taking that historically has led to principal losses. DoubleLine emphasizes the importance of security selection, trade execution, portfolio construction, sector allocation, resourcing of the firm’s personnel and systems and ultimately the firm's ownership structure. Employee ownership reinforces the stability of the investment teams and its accountability. No outside decision-makers stand between the teams and our valued clients. In fact, the name “DoubleLine” voices our investment philosophy: like a careful motorist on a winding mountain road, the manager must not cross the double line into the oncoming lane of risk.
DoubleLine portfolio management teams maintain a consistent philosophy and process. While we adapt investment processes to the particulars of asset class and strategy, the following general principles guide our investment groups:
Top Investment House, U.S. Asset Manager; 2023; Announced: 10/5/2023; Review Period: May- August; Compensation was not provided to receive or use the award. Asset Benchmark Research ranks the Top investment houses in Asian G3 bonds based on the number of votes won by their Astute Investors. The top-ranked house has garnered the most votes for Astute Investors and so on. All votes are also subject to a weighting methodology.
Financial Advisor IQ Service Award - Best content and commentary: Portfolio Managers' Letters (silver); 2022; Announced: 9/29/2022; Surveyed: April through June 2022; DoubleLine has compensated the above-described award publication for marketing services. Such compensation was made after the award results were determined and is not contingent on the achievement of any rating or ranking for any specific investment product or strategy; The awards were based on the online votes of 742 financial advisors, across brokerage, RIA and other channels.
Financial Advisor IQ Service Award - Best content and commentary: Macro Commentary (silver); 2022; Announced: 9/29/2022; Surveyed: April through June 2022; DoubleLine has compensated the above-described award publication for marketing services. Such compensation was made after the award results were determined and is not contingent on the achievement of any rating or ranking for any specific investment product or strategy; The awards were based on the online votes of 742 financial advisors, across brokerage, RIA and other channels.
Financial Advisor IQ Service Award - Best content and commentary: Audio/Video Content (bronze); 2022; Announced: 9/29/2022; Surveyed: April through June 2022; DoubleLine has compensated the above-described award publication for marketing services. Such compensation was made after the award results were determined and is not contingent on the achievement of any rating or ranking for any specific investment product or strategy; The awards were based on the online votes of 742 financial advisors, across brokerage, RIA and other channels.
Top Investment House, U.S. Asset Manager; 2021; Announced: 1/4/2022; Review Period: May- August; Compensation was not provided to receive or use the award. Asset Benchmark Research ranks the Top investment houses in Asian G3 bonds based on the number of votes won by their Astute Investors. The top-ranked house has garnered the most votes for Astute Investors and so on. All votes are also subject to a weighting methodology.
Financial Advisor IQ Service Award - Audio/Video Content; 2021; Announced: 9/30/2021; Surveyed: April through June 2021; DoubleLine has compensated the above-described award publication for marketing services. Such compensation was made after the award results were determined and is not contingent on the achievement of any rating or ranking for any specific investment product or strategy; The awards were based on the online votes of 903 financial advisors, across brokerage, RIA and other channels, surveyed in April through June.
Nominee for Fixed Income Manager of the Decade; 2009; Announced: 9/20/2009; 2000-2009; Compensation was not provided to receive or use the award. Manager of the Decade award considers the risks assumed to achieve results and takes into account the strength of the manager, strategy and firm’s stewardship.
Best Emerging Markets Hard Currency Fund Over 3 Years; 2024; Announced: 3/14/2024; for the 36 months through the end of November of the respective evaluation year; Compensation was not provided to receive or use the award. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award.
ETF Express US ETF Awards Best Active ETF issuer ($100m - $1 bn); 2023; Announced: 9/27/2023; for the 12 month period from 5/31/22-6/01/23; DoubleLine has compensated the above-described award publication for marketing services. Such compensation was made after the award results were determined and is not contingent on the achievement of any rating or ranking for any specific investment product or strategy; The Service Provider categories undergo a two ste ...
ETF Express US ETF Awards Best Active ETF issuer ($100m - $1 bn); 2023; Announced: 9/27/2023; for the 12 month period from 5/31/22-6/01/23; DoubleLine has compensated the above-described award publication for marketing services. Such compensation was made after the award results were determined and is not contingent on the achievement of any rating or ranking for any specific investment product or strategy; The Service Provider categories undergo a two step nomination and voting process for the awards. Initially, a survey of industry participants is used to identify nominations for each category. In this process participants are welcome to nominate their own company. These nominations are then collated and reviewed by our editorial team, and a shortlist of Service Providers is provided for each category. These shortlists are then combined with the Issuer shortlists (see here for more details) to be voted on by the industry in a second survey. In the second survey voting on the shortlisted Service Providers and Issuers, votes are limited to 10 internal votes per company. As the Service Provider categories have a two step process, individuals need to both nominate and vote in the two surveys to ensure their chosen Service Provider has the chance of winning.
DoubleLine Shiller Enhanced CAPE® Best Large Cap Value Fund Over 5 Years; 2022; Announced: 3/11/2022; for the 60 months through the end of November of the respective evaluation year; Compensation was not provided to receive or use the award. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award.
DoubleLine Shiller Enhanced CAPE® Best Large Cap Value Fund Over 5 Years; 2021; Announced: 3/13/2021; for the 60 months through the end of November of the respective evaluation year; Compensation was not provided to receive or use the award. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award.
DoubleLine Shiller Enhanced CAPE® Best Large Cap Value Fund Over 3 Years; 2021; Announced: 3/12/2021; for the 36 months through the end of November of the respective evaluation year; Compensation was not provided to receive or use the award. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award.
DoubleLine Shiller Enhanced CAPE® Best Large Cap Value Fund Over 3 Years; 2019; Announced: 3/8/2019; for the 36 months through the end of November of the respective evaluation year; Compensation was not provided to receive or use the award. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award.
DoubleLine Shiller Enhanced CAPE® Best Large Cap Value Funds Over 5 Years; 2019; Announced: 3/8/2019; for the 60 months through the end of November of the respective evaluation year; Compensation was not provided to receive or use the award. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award.
DoubleLine Shiller Enhanced CAPE® Best Large Cap Value Fund Over 3 Years; 2018; Announced: 3/13/2018; for the 36 months through the end of November of the respective evaluation year; Compensation was not provided to receive or use the award. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award.
DoubleLine Shiller Enhanced CAPE® Best Large Cap Value Fund Over 3 Years; 2017; Announced: 3/2017; for the 36 months through the end of November of the respective evaluation year; Compensation was not provided to receive or use the award. The LSEG Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the LSEG Lipper Fund Award.
