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Strategic Income Fund – Overview

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Objective
The Strategic Income Fund seeks to maximize long-term total return without tracking any particular markets or indices.

Description
The Strategic Income Fund's strategies strive to provide consistent absolute positive annual returns uncorrelated to cyclical market downturns. The Fund's three primary components are:
  • Seek to achieve at least 200 basis points of excess return to the risk-free rate as measured by 90-day T-bills to realize a high degree of positive returns each year.
  • Will strive to deliver consistent positive returns uncorrelated to negative market cycles.
  • Exploit all of the different markets and variety of financial instruments available in the marketplace.

Management Team
All of MetWest's mutual funds and investment strategies are team-managed with a generalist/specialist structure. The Strategic Income Fund team has four managers:

Tad Rivelle
Joined MetWest: 1996
Education: Yale (B.S.), USC (M.S.),
UCLA (M.B.A.)

Steve Kane, CFA
Joined MetWest: 1996
Education: UC, Berkeley (B.S.), University of Chicago (M.B.A.)

Laird Landmann
Joined MetWest: 1996
Education: Dartmouth (B.A.),
University of Chicago (M.B.A.)

David Lippman
Joined MetWest: 2001
Education: Drew University (B.A.),
Hofstra University (J.D.)




 
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