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Tcw High Yield Bond Fund Class Institutional (0P00002SP7)
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6.060
-0.010
-0.16%
- Morningstar Rating:
- Total Assets: 39.35M
TCW High Yield Bond Fund Class Institutional
6.060
-0.010
-0.16%
- Overview
- Profile
- Historical Data
- Holdings
Tcw High Yield Bond Fund Class Institutional Overview
On this page you'll find an in-depth profile of Tcw High Yield Bond Fund Class Institutional. Learn about the key management, total assets, investment strategy and contact information of 0P00002SP7 among other information.
Investment Strategy
The investment seeks to maximize income and achieve above average total return consistent with reasonable risk over a full market cycle. Under normal circumstances, the fund invests at least 80% of the value of its net assets, plus any borrowings for investment purposes, in high yield/below investment grade bonds (commonly known as "junk bonds"). It may invest up to 20% of its net assets in equity securities (including common stock and convertible and non-convertible preferred stocks) and bank loans of companies in the high yield universe. The fund may also invest in debt securities.
Contact Information
Address
865 South Figueroa Street,Suite 1800
Los Angeles,CA 90017
United States
Los Angeles,CA 90017
United States
Phone
+1 213 2440000
Web
www.tcw.com
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Brian Gelfand | Specialist Portfolio Manager | 2023 | Now |
| Biography | Mr. Gelfand is a Specialist Portfolio Manager, Co-Head of Global Credit, and Head of Credit Trading in TCW’s Fixed Income group. Previously, Mr. Gelfand traded high yield securities and was a portfolio manager for several of TCW’s high yield bond funds. He joined TCW in 2014 as a Research Analyst responsible for research across the telecom, technology, and media sectors. He began his career as a Client Management/Business Development Associate with Canyon Capital Advisors where he helped manage the firm’s institutional and high net worth client relationships. Mr. Gelfand holds a BA from the University of Pennsylvania and an MBA from the UCLA Anderson School of Management. | ||
| Jerry M. Cudzil | Portfolio Manager | 2019 | Now |
| Biography | Mr. Cudzil is a Specialist Portfolio Manager and Head of Credit Trading. He oversees the Fixed Income group’s trading of investment grade corporate bonds, high yield bonds, leveraged loans and credit derivatives. Prior to joining TCW in 2012, Mr. Cudzil was a High Yield Bond Trader for Morgan Stanley and Deutsche Bank, specializing in project finance, aviation, and energy securities. He was previously a Portfolio Manager for Dimaio Ahmad Capital, managing the multi-strategy credit fund and aviation fund and leading the firm’s risk management team. Mr. Cudzil began his career as a Corporate Bond Trader for Prudential Securities and has also traded investment grade and high yield debt for Credit Suisse and Goldman Sachs. Mr. Cudzil earned a BA in Economics from the University of Pennsylvania. | ||
| Steven J. Purdy | Portfolio Manager | 2019 | Now |
| Biography | Mr. Purdy is a Specialist Portfolio Manager and Head of Credit Research. He oversees the firm’s proprietary credit research process within the corporate investment grade, high yield and leveraged loan markets. Prior to joining TCW in 2016, Mr. Purdy was a Managing Director at TPG Capital where he sourced and executed opportunistic credit investments. Previously he was a Managing Director at Goldman Sachs where he held leadership roles in various credit businesses. Mr. Purdy holds a BA in Economics and Political Science from Yale University and an MBA from Harvard University. | ||
| Stephen M. Kane | Managing Director | 2018 | Now |
| Biography | Mr. Kane is Co-Chief Investment Officer and a Generalist Portfolio Manager in TCW’s Fixed Income Group, a team that oversees over $180 billion in fixed income assets including the over $60 billion MetWest Total Return Bond Fund, one of the largest actively managed bond funds in the world. Under his co-leadership, the MetWest investment team was recognized as Morningstar’s Fixed Income Manager of the Year for 2005. Mr. Kane has led the effort to launch a number of fixed income products, including AlphaTrak, Long Duration/LDI, Unconstrained, and Global. Prior to establishing MetWest, he was a fixed income portfolio manager at Hotchkis and Wiley. He also served as a Vice President at PIMCO. Mr. Kane earned a BS in Business from the University of California, Berkeley and an MBA from the University of Chicago Booth School of Business. He is a CFA charterholder. | ||
| Laird R. Landmann | Group Managing Director | 2011 | 2023 |
| Biography | Mr. Landmann is a Generalist Portfolio Manager in TCW’s Fixed Income Group, a team that oversees over $180 billion in fixed income assets including the over $60 billion MetWest Total Return Bond Fund, one of the largest actively managed bond funds in the world. He serves on the boards of the TCW and Metropolitan West Mutual Funds.Mr. Landmann currently co-manages many of TCW and MetWest’s mutual funds, including the MetWest Total Return Bond Fund, the MetWest High Yield Bond Fund and the TCW Core Fixed Income Fund, and leads the fixed income group’s risk management efforts. He is a leader of the MetWest investment team that was recognized as Morningstar’s Fixed Income Manager of the Year for 2005 and has been nominated for the award nine times. Prior to founding MetWest in 1996, Mr. Landmann was a principal and the co-director of fixed income at Hotchkis and Wiley. He also served as a portfolio manager and vice president at PIMCO.Mr. Landmann holds an AB in Economics from Dartmouth College and an MBA from the University of Chicago Booth School of Business. | ||
| Bryan T. Whalen | Managing Director | 2018 | 2019 |
| Biography | Mr. Whalen is Co-Chief Investment Officer and a Generalist Portfolio Manager in TCW’s Fixed Income Group, a team that oversees over $180 billion in fixed income assets including the over $60 billion MetWest Total Return Bond Fund, one of the largest actively managed bond funds in the world. Prior to joining TCW, Mr. Whalen was a Partner at Metropolitan West Asset Management and Co-head of its Securitized Products division. Prior to joining MetWest in 2004, he was a Director in the Fixed Income department at Credit Suisse First Boston in New York. Previously, he was a Vice President at Donaldson, Lufkin & Jenrette. Mr. Whalen earned a BA in Economics from Yale University. He is a CFA charterholder. | ||
| Tad Rivelle | CIO (Chief Investment Officer - Fixed Income) | 2018 | 2019 |
| Biography | Tad Rivelle Group Managing Director Chief Investment Officer–Fixed Income Co-Director Fixed Income Tad Rivelle is Chief Investment Officer, Fixed Income. Prior to joining TCW, Tad served as Chief Investment Officer for MetWest, an independent institutional investment manager that he cofounded. The MetWest investment team has been recognized for a number of performance related awards, including Morningstar’s Fixed Income Manager of the Year. Mr. Rivelle was also the co-director of fixed income at Hotchkis & Wiley and a portfolio manager at PIMCO. Tad holds a BS in Physics from Yale University, an MS in Applied Mathematics from University of Southern California, and an MBA from the UCLA Anderson School of Management. | ||
| Jamie S. Farnham | Managing Director | 2011 | 2018 |
| Biography | Jamie Farnham, Senior Managing Director, Portfolio Manager and Head of Research of Arena Capital Advisors, LLC. Mr. Farnham has over 25 years of industry experience, with 13 years in leveraged finance portfolio management including high yield, leveraged loans and collateralized loan obligations. Prior to joining the firm, Mr. Farnham was Managing Director, Portfolio Manager and Director of Credit Research at TCW Group where he co-led the credit investment team, helping grow the firm’s credit assets under management to over $50 billion during his tenure. He joined TCW Group following its acquisition of predecessor firm Metropolitan West Asset Management in 2009. Prior to this, Mr. Farnham was a private equity investor at Primus Capital Group and an investment banker at Merrill Lynch. Mr. Farnham earned a B.A. in Economics from Princeton University and an MBA from the University of California, Los Angeles (UCLA) Anderson School of Management. | ||
| Giovanni A. Nucci | Corporate Specialist | 2011 | 2016 |
| Biography | Mr. Nucci is a Specialist Portfolio Manager in the U.S. Fixed Income group, focused on corporate securities. Mr. Nucci joined TCW in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest). Along with other members of the corporate team, he trades corporate debt securities including investment grade, high yield, bank loans, and CDS. Prior to joining MetWest in 2004, he was an investment banking analyst focusing on merger and acquisition transactions. Mr. Nucci earned a BA in Economics from Yale University and an MBA from UCLA Anderson School of Management. He is a CFA charterholder. | ||
| John A. Fekete | Managing Director | 2005 | 2010 |
| Biography | John A. Fekete joined Crescent in 2001 and is a Managing Director and a member of Crescent’s Management Committee. He is the Lead Portfolio Manager of Crescent’s High Yield Bond strategy and a Portfolio Manager of the Bank Loan strategy. Prior to joining the team in 2001, Mr. Fekete was a high yield research analyst at Triton Partners in New York City where he was responsible for investments in the gaming, lodging, telecommunications and cable television industries. He began his career at Philadelphia-based CoreStates Bank, where he served as a credit analyst in 1994. | ||
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