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美國高孳息債券基金的投資目標是在保存資本及審慎投資管理原則下賺取最高總回報。該基金將其最少三分 之二的總淨資產投資於一項高孳息固定收益工具組成的多元化投資組合,該等工具的評級須低於穆迪的Baa 或低於標準普爾的BBB或惠譽的同等評級。該基金可同時持有非美元計價固定收益工具及非美元計價貨幣持倉。非美元計價固定收益工具持倉以總投資組合持倉的 20%為限,而非美元計價貨幣持倉以總資產的 20%為限。該基金可將不多於 25%的資產投資於可轉換為股本證券的證券。該基金可將不多於 10%的總資產投資於股本證券。該基金亦可將其淨資產最多達 10%投資於非流通證券及構成貨幣市場票據的貸款參與及貸款轉讓。該基金可將其資產最多達 10%投資於新興巿場證券。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
David Forgash | Executive Vice President | 2023 | now |
自傳 | Executive Vice President, PIMCO. Mr. Forgash is a portfolio manager and head of global leveraged loans. In addition to being the lead portfolio manager for leveraged loans, he is also a member of the high yield and multi-sector credit teams. Prior to joining PIMCO in 2018, he was a senior portfolio manager at Millennium Capital Partners, investing across European credit. Previously, he was an executive director of European credit trading at Morgan Stanley, a managing director of U.S. credit trading at Greenwich Capital and a vice president in credit trading at Lehman Brothers. He has investment experience since 1994 and holds an MBA from the Stern School of Business at New York University. He received an undergraduate degree in economics from the University of Delaware. | ||
Charles Watford | Portfolio Manager | 2023 | now |
自傳 | Executive Vice President, PIMCO. Mr. Watford is a portfolio manager focusing on high yield. He is also a research analyst focused on the European automotive and real estate sectors. Prior to joining PIMCO in 2007, Mr. Watford was a management consultant at McKinsey & Company and an investment banking analyst at Morgan Stanley. He has investment experience since 2002 and holds an MBA from the Wharton School of the University of Pennsylvania. He also holds a master’s degree in chemistry from the University of Oxford. | ||
Sonali Pier | Portfolio Manager | 2019 | now |
自傳 | Managing Director, PIMCO. Ms. Pier is a portfolio manager focusing on multisector credit opportunities. She contributes to the Diversified Income and Global Credit Opportunities Funds, and she has served as a rotating member on the firm's Investment Committee and Americas Portfolio Committee. Prior to joining PIMCO in 2013, she was a senior credit trader at J.P. Morgan, trading cash, recovery and credit default swaps across various sectors. She holds an undergraduate degree in economics from Princeton University. | ||
Andrew Jessop | Managing Director | 2010 | 2023 |
自傳 | Managing Director, PIMCO. Mr. Jessop joined PIMCO in 2009, as a senior portfolio manager and head of the high yield team. Prior to joining PIMCO, he was a managing director, portfolio manager and co-head of the high yield group at Goldman Sachs Asset Management, where he spent twelve years. He has investment experience since 1989 and holds a degree from Queens’ College, Cambridge University. | ||
Hozef Arif | Banker | 2016 | 2019 |
自傳 | Mr. Arif, Senior Portfolio Manager, joined Avantis Investors in 2020 Mr. Arif is an executive vice president and credit portfolio manager in the Newport Beach office. Prior to joining PIMCO in 2008, he was a leveraged finance investment banker at Credit Suisse in Los Angeles. He holds an MBA from the University of Chicago Graduate School of Business. He also has a master's degree in petroleum engineering from Stanford University and an undergraduate degree from the Indian Institute of Technology, Mumbai. | ||
William H. Gross | Portfolio Manager | 2009 | 2009 |
自傳 | Mr. Gross left PIMCO and joined Janus Capital Group in September 2014. Prior to joining Janus Capital, Mr. Gross was founder, managing director and co-CIO of PIMCO based in Newport Beach, CA. Mr. Gross founded PIMCO in 1971 and oversaw the management of more than $1.8 trillion in asstes. He is the author of numerous articles on the bond market, as well as the book, "Everything You’ve Heard About Investing is Wrong," published in 1997. Morningstar named Mr. Gross and his investment team Fixed Income Manager of the Decade for 2000-2009 and Fixed Income Manager of the Year for 1998, 2000, and 2007 (the first three-time recipient). He received the Bond Market Association’s Distinguished Service Award in 2000 and became the first portfolio manager inducted into the Fixed Income Analysts Society's hall of fame in 1996. Mr. Gross is a seven-time Barron's Roundtable panelist (2005-2011), appearing in the annual issue featuring the industry's top investment experts, and he received the Money Management Lifetime Achievement Award from Institutional Investor magazine in 2011. In a survey conducted by Pensions and Investments magazine in 1993, he was recognized by his peers as the most influential authority on the bond market in the U.S. He has 43 years of investment experience and holds an MBA from the Anderson School of Management at the University of California, Los Angeles. Mr. Gross received his undergraduate degree from Duke University. | ||
Mark T. Hudoff | Portfolio Manager | 2005 | 2009 |
自傳 | Mark Hudoff is Portfolio Manager of Hotchkins and Wiley (since 2009).Prior to joining the firm, Mr. Hudoff was an Executive Vice President, portfolio manager and Head of Global High Yield investments at PIMCO. He started at PIMCO as a credit analyst for the high yield team and moved to Europe in 2000 to build and manage their European credit business, including the management of PIMCO's European High Yield strategies. Upon returning to the U.S. in 2004, Mr. Hudoff founded and developed PIMCO's Global High Yield practice, while also managing U.S. High Yield portfolios. Mr. Hudoff was formerly associated with BCA where he worked as a fixed income strategist. Mr. Hudoff was nominated for Morningstar’s 2010 Fixed Income Manager of the Year. He received his BS in Economics from Arizona State University and MBA in Finance from the University of Chicago Graduate School of Business. | ||
Raymond G. Kennedy | Portfolio Manager | 2002 | 2006 |
自傳 | In his role as portfolio manager, Mr. Kennedy plays an integral part in the investment research review and decision-making process as well as coordinates the day-to-day management of all High Yield bond portfolios. Prior to joining the firm, Mr. Kennedy was a Managing Director, portfolio manager and senior member of PIMCO's investment strategy group. At PIMCO, he headed the global high yield business along with managing and overseeing High Yield funds, bank loan trading and collateralized debt obligations. Mr. Kennedy was formerly associated with the Prudential Insurance Company of America as a private placement asset manager where he was responsible for investing and managing a portfolio of investment grade and high yield privately placed fixed income securities. Prior to that, he was a consultant for Andersen Consulting (now Accenture) in Los Angeles and London. Mr. Kennedy, a CFA charterholder, was nominated for Morningstar’s 2010 Fixed Income Manager of the Year. He received his BS from Stanford University and MBA from the Anderson School of Management at the University of California, Los Angeles. | ||
Benjamin L Trosky | Portfolio Manager | 1998 | 2002 |
自傳 | Mr. Benjamin L. Trosky, CFA has over 30 years of experience in investment management. Prior to joining Seaport on April 2, 2014, Mr. Trosky served as Chief Investment Officer of Anfield Capital, a position he held since 2012 when Anfield assumed the role of investment advisor for Tripolay Investment Partners LP. Mr. Trosky founded Tripolay after retiring as a Managing Director from Pacific Investment Management Company (“Pimco”), where he served in a number of executive roles since joining the firm in 1990. He was the founder and Portfolio Manager of Pimco’s High Yield Fund (PHDAX) from 1992-2003, which was ranked number 1 in the Lipper Mutual Fund Survey for 1992-2003 and in the top 10% of the Morningstar High Yield Universe; he was a senior member of Pimco’s Investment Committee, Head of Pimco Credit Research, and chief credit specialist for Pimco total return portfolios from1992 to 2003; and he was Portfolio Manager for Pimco Commercial Mortgage closed end fund and several separately managed Total Return accounts. Other roles he held at Pimco, Director of PIMCO Advisors Holdings L.P. and Portfolio Manager of PCM Fund Inc. Mr. Trosky joined Pimco from Merrill Lynch Asset Management, where he was a high yield portfolio manager. Mr. Trosky holds a Bachelor’s Degree in Business Administration from Drexel University and is a Chartered Financial Analyst. |
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