DoubleLine's Deputy Chief Investment Officer Jeffrey Sherman, CFA discusses the economy and markets with a focus on how DoubleLine's multi-sector bond funds can be an important part of an investor's portfolio. 00:00 - Introduction and Housekeeping 01:30 - Fund Performance Highlights 02:41 - Macroeconomic Update 35:00 - Fixed Income Market Update 46:40 - Low Duration Bond Fund 49:11 - Flexible Income Fund 51:50 - Core Fixed Income Fund 53:35 - Opportunistic Core Bond Strategy ETF 55:11 - Question and Answer Link to the DoubleLine Low Duration Bond Fund Prospectus:
https://pex.broadridge.com/summary.as... Link to the DoubleLine Core Fixed Income Fund Prospectus: https://pex.broadridge.com/summary.as... Link to the DoubleLine Flexible Income Fund Prospectus: https://pex.broadridge.com/summary.as... Link to the DoubleLine Opportunistic Core Bond ETF Prospectus: https://pex.broadridge.com/summary.as... 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.
