DoubleLine deputy CIO Jeffrey Sherman will discuss the economy, markets and focus on how DoubleLine's multi-sector bond funds can be an important part of an investor's portfolio. Presented October 8, 2024.
0:00 - Intro 2:52 - Macroeconomic Update 38:02 - Markets 48:24 - DoubleLine Funds Overview 58:12 - Q&A
Link to the DoubleLine Mutual Funds ProspectusLink to the Opportunistic Bond ETF Prospectus
DoubleLine Funds are distributed by Quasar Distributors, LLC. DoubleLine ETFs are distributed by Foreside Fund Services, LLC.
As DoubleLine’s Deputy Chief Investment Officer, Jeffrey Sherman oversees and administers DoubleLine’s Investment Management sub-committee coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies. Mr. Sherman is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. He can be heard regularly on his podcast “The Sherman Show” (Twitter @ShermanShowPod, ShermanShow@Doubleline.com) where he interviews distinguished guests, giving listeners insight into DoubleLine’s current views. In 2018, Money Management Executive named Jeffrey Sherman as one of “10 Fund Managers to Watch” in its yearly special report. Prior to joining DoubleLine in 2009, Mr. Sherman was a Senior Vice President at TCW where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios. He was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. Mr. Sherman taught Quantitative Methods for Level I candidates in the CFA LA/USC Review Program for many years. He holds a B.S. in Applied Mathematics from the University of the Pacific and an M.S. in Financial Engineering from the Claremont Graduate University. Mr. Sherman is a CFA® charterholder.