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Philosophy

The DoubleLine Multi-Asset Growth Strategy provides a flexible global asset allocation framework that seeks long-term capital appreciation while managing “tail risk” to exploit market volatility and striving to avoid catastrophic principal losses. The Strategy seeks to generate excess return through the use of aggressive sector rotation and multiple forward-looking forecasts.

Process

DoubleLine adjusts asset weightings based on sector fundamentals and relative valuation. Actively managed sector betas include the Agency Mortgage-Backed, Non-Agency Mortgage-Backed, Asset- Backed, Commercial Mortgage- Backed, US Governments, Global Developed Credit, High Yield, International, Emerging Markets Fixed Income, Commodities, Currencies and Equity sectors. Accounts can be invested across all sectors or in customized subsets.

Asset allocation decisions are made by Jeffrey Gundlach during the monthly meetings of DoubleLine’s Global Asset Allocation Committee . The committee is chaired by Mr. Gundlach.

Contributing Portfolio Managers