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 ProspectusLink to the DoubleLine Core Fixed Income Fund ProspectusLink to the DoubleLine Flexible Income Fund ProspectusLink to the DoubleLine Opportunistic Core Bond ETF Prospectus
DoubleLine Funds are distributed by Quasar Distributors, LLC. DoubleLine ETFs are distributed by Foreside Fund Services, LLC.
Jeffrey Sherman, DoubleLine’s Deputy Chief Investment Officer, is a thought leader, portfolio manager and public speaker in the industry. Mr. Sherman is a member of DoubleLine’s Fixed Income and Global Asset Allocation committees, and he serves as lead portfolio manager for the firm’s multi-sector and derivative-based strategies. In his role, Mr. Sherman guides the investment teams in developing top-down macro views and collaborative asset allocation processes throughout a market cycle. Additionally, he is a member of DoubleLine’s Executive Management Committee. In 2018, Money Management Executive named Mr. 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. Prior to that, he was a statistics and mathematics instructor at the University of the Pacific and Florida State University. Mr. Sherman taught Quantitative Methods for Level I candidates in the USC/CFALA CFA® 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 Claremont Graduate University. Mr. Sherman is a CFA® charterholder.