The Asset Allocation Committee Portfolio Managers have worked together for an average of 16 years. The individuals listed below oversee the allocation process.
Jeffrey E. Gundlach, CEO and CIO, Chairman, Fixed Income Asset Allocation Committee
Gregory Uythoven, CFA, Fixed Income Asset Allocation
Samuel M. Garza, Portfolio Manager, Fixed Income Asset Allocation & Multi-Asset Growth
Jeffrey Sherman, CFA, Fixed Income Asset Allocation
Mr. Gundlach is the Chief Executive Officer and Chief Investment Officer of DoubleLine. He was formerly associated with TCW where he was Chief Investment Officer and head of fixed income activities. He is recognized as a leading expert1 in mortgage-backed securities and investment asset allocation. His investment strategies have been featured in leading publications including The New York Times, The Financial Times, The Wall Street Journal, USA Today, Barron’s, Forbes, Fortune, Pensions & Investments and Institutional Investor. In 2010, Mr. Gundlach was named to the SmartMoney Power 30 , one of the seventeen most influential people by The Mutual Fund Wire and “Fund Leader of the Year” by Fund Action. In 2011, he was featured as “The King of Bonds” in Barron’s, named one of “5 Mutual Fund All-Stars” by Fortune Magazine and named “Bond Manager of the Year” by Foundations and Endowments Money Management. He is a graduate of Dartmouth College summa cum laude holding a BA in Mathematics and Philosophy. He attended Yale University as a PhD candidate in Mathematics.
1. Money News on May 26, 2011: Headline of the story: Bond Expert Gundlach: Housing Collapse to Spark Second Financial Meltdown. Morningstar on January 5, 2012: “….Jeffrey Gundlach, a high-profile fixed-income expert (and a former Morningstar Fund Manager of the Year)…”
Mr. Uythoven joined DoubleLine in 2009 and is a member of the Executive Management Committee. He is a Fixed Income Generalist and member of the Fixed Income Asset Allocation Committee. Prior to DoubleLine, he was a Senior Vice President at TCW since 1989 where he held various positions over the years. He joined the Mortgage Group in 1993. In 1997, he assumed full responsibility of portfolio analytics for TCW’s Multi-Strategy Fixed Income product. In 1999, he was appointed to TCW's Multi-Strategy Fixed Income Committee as part of the asset allocation team. Mr. Uythoven was also the fixed income product manager where he worked on product development. Mr.Uythoven holds a BA in Quantitative Economics from the University of California at San Diego and an MBA from the University of California at Los Angeles. He is a CFA charterholder.
Mr. Garza joined DoubleLine in 2009. Prior to DoubleLine, Mr. Garza was a Senior Vice President at TCW since 2000 where he held several positions over the years ending with his promotion to Senior Vice President in 2005. Prior to TCW, Mr. Garza worked at Union Bank of California in the Commercial Banking Group where he was involved with corporate loan underwriting. Mr. Garza holds a BA in Business Economics from the University of California, Santa Barbara and an MBA from the Anderson School of Management at the University of California, Los Angeles.
Mr. Sherman joined DoubleLine in 2009 as a Fixed Income Generalist and member of the Fixed Income Asset Allocation Committee. He is currently a portfolio manager for commodity-based strategies at DoubleLine. Additionally, Mr. Sherman teaches quantitative methods in the USC/CFALA review course for Level I CFA candidates. Prior to DoubleLine, he was a Senior Vice President at TCW for the previous nine years where he worked as a Quantitative Analyst focusing on fixed income and commodities analytics. Mr. Sherman was also a portfolio manager overseeing several commodity funds. Prior to TCW, he was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. Mr. Sherman holds a BS in Applied Mathematics from the University of the Pacific and a MS in Financial Engineering from the Claremont Graduate University. He is a CFA charterholder.