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Core Fixed Income

Philosophy
Active management of asset class exposure blended with bottom-up security selection, forms a cornerstone of the expected excess return of the Index Plus, Core and Core Plus Fixed Income strategies at DoubleLine.

Process
Top Down Sector Allocations. 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, Global Developed Credit, High Yield, International, Emerging Markets Fixed Income and U.S. Government 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 Asset Allocation Committee. The committee is chaired by Mr. Gundlach and includes senior portfolio managers from each asset class.

Bottom Up Security Selection. Specialized teams for each asset class incorporating their deep experience and research. The portfolio managers decide the purchase of securities within their respective sectors.

Fixed Income Asset Allocation Committee

Fixed Income Overview