WHAT WE OFFER

 

Through CI Global Asset Management’s partnership with investment management firm DoubleLine, clients can now access three funds powered by renowned industry experts. DoubleLine’s portfolio managers have actively managed fixed income portfolios through numerous credit and market cycles. Their strategies have proven performance, and their skill in managing fixed income is highly sought after.
 

DoubleLine is an independent, employee-owned investment management firm headquartered in Los Angeles, California. Their strategies have proven performance, their culture is one of honesty, communication and accountability, and their managers are renowned industry experts. In fact, their highly experienced portfolio managers have worked together for an average of 15 years, actively managing fixed income portfolios through numerous credit and market cycles.

 

We chose to partner with them for all of these reasons, plus:

  1. Highly skilled fixed income management
  2. Experienced management teams led by fixed income expert Jeffrey Gundlach
  3. Proven performance through credit cycles

 

AWARDS & ACCOLADES

  • DoubleLine was named Risk Magazine’s “Institutional Investor of the Year” for Shiller Enhanced CAPE® in 20161
  • The DoubleLine team was recognized with Institutional Investor’s “U.S. Fixed Income—Mortgage Backed Securities” award in 2013, 2014 and 20162
  • Named Risk Magazine’s “Asset Manager of the Year”3 in 2015
  • Awarded “Bond Manager of the Year” by Foundations & Endowments Money Management in 20114
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CI Global Asset Management is proud to offer you three exciting funds managed by DoubleLine, a firm of industry experts with proven performance through many credit cycles.
 

OUR TEAM

Jeffrey Gundlach

Jeffrey Gundlach

Chief Executive Officer and Chief Investment Officer

Jeffrey Gundlach is the Chief Executive Officer of DoubleLine. He is recognized as an expert in bonds and other debt-related investments. In 2011, he appeared on the cover of Barron's as "The New Bond King." In 2012, Bloomberg Markets magazine named him one of the "50 Most Influential.” In 2013, Mr. Gundlach was named "Money Manager of the Year" by Institutional Investor. In 2015, Bloomberg Markets magazine again named him one of the "50 Most Influential.” Mr. Gundlach is a graduate of Dartmouth College, summa cum laude, with degrees in Mathematics and Philosophy.

Andrew Hsu, CFA

Andrew Hsu, CFA

Portfolio Manager, Structured Products

Andrew Hsu, CFA, Portfolio Manager, Structured Products Mr. Hsu joined DoubleLine at its inception in 2009. He is a portfolio manager for the DoubleLine Total Return and ABS/Infrastructure Income strategies. Mr. Hsu is a permanent member of the Fixed Income Asset Allocation and Structured Product Committees. Prior to that, he was responsible for analysis and trading of structured products where his focus included Residential MBS and ABS transactions.

Mr. Hsu’s responsibilities have also included structuring and negotiating terms on new issue transactions and forming strategic partnerships with issuing entities in order to participate in key transactions. Prior to DoubleLine, he worked at TCW, where he focused on credit analysis for structured product securities and co-managed two structured product funds focusing on debt and equity investments. During this time, Mr. Hsu was actively involved with portfolio management decisions and investment analysis, including reverse engineering complex CDO/CLO structures. He holds a BS in Finance from the University of Southern California and is a CFA® charterholder.

Jeffrey Sherman, CFA

Jeffrey Sherman, CFA

Deputy Chief Investment Officer

As DoubleLine’s Deputy Chief Investment Officer, Jeffery Sherman oversees and administers DoubleLine’s Investment Management sub-committee, coordinating and implementing policies and processes across the investment teams. He also serves as lead portfolio manager for multi-sector and derivative-based strategies. He is a member of DoubleLine’s Executive Management and Fixed Income Asset Allocation Committees. He can be heard regularly on his podcast, “The Sherman Show” (@ShermanShowPod), where he interviews distinguished guests and gives listeners insight into DoubleLine’s current views.

In 2018, Money Management Executive named Jeffery Sherman as one of “10 Fund Managers to Watch” in their yearly special report. Prior to joining DoubleLine in 2009, He was a Senior Vice President at TCW Investment Management where he worked as a portfolio manager and quantitative analyst focused on fixed income and real-asset portfolios.

Mr. Sherman was a statistics and mathematics instructor at both the University of the Pacific and Florida State University. He taught Quantitative Methods for Level I candidates in the CFA LA/USC Review Program for many years. He holds a BS in Applied Mathematics from University of the Pacific and an MS in Financial Engineering from the Claremont Graduate University. He is also a CFA® charterholder.

EXPERT INSIGHTS

 

Thought leaders and portfolio managers from across CI Global Asset Management offer insights into the trends, events, policies and politics that are creating investment risks—and opportunities—around the world.

Articles

Fund Commentaries

Videos

Podcasts

1Risk Magazine Institutional Investor of the Year - Banks and other service providers are encouraged to nominate investors that have made significant gains through their use of structured derivatives, who can demonstrate best practices in risk management using innovative structures, or who have executed an innovative trade.

2Institutional investor U.S. Fixed Income - Mortgage Backed Securities award winners are chosen by the editorial staff of Institutional Investor magazine based on their market intelligence, performance data and additional information received from the industry following a public call for nominations.

3Winners of the Risk Awards in the end-user categories were nominated because they demonstrate best practice in risk management/derivatives trades, have made significant improvements to risk management, have executed an innovative trade or, in the case of hedge funds, posted good returns in a difficult environment.

4Foundations & Endowments - The manager awards recognize several achievements, such as innovative investment strategies, attentive client service and an effort to find solutions tailored to nonprofits.

 

DoubleLine Capital LP (“DoubleLine”) is the portfolio subadviser to the certain funds offered and managed by CI Global Asset Management DoubleLine’s head office is located in Los Angeles, California, United States.

 

DoubleLine®, the DoubleLine logo, the DoubleLine Funds logo and The Sherman Show logo are all registered trademarks of DoubleLine Capital LP.