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Aristotle Strategic Income Fund Class I-2 (PLSFX)
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- Classificação da Morningstar:
- Ativos Totais: 2,24B
Pacific Funds Strategic Income Adv
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Aristotle Strategic Income Fund Class I-2 - Vista Geral
Nesta página encontrará um perfil aprofundado de Aristotle Strategic Income Fund Class I-2. Fique a saber mais sobre as pessoas-chave, o total de ativos, a estratégia de investimento e a informação de contacto de PLSFX, e mais.
Informações de Contacto
Principais Executivos
| Nome | Título | Desde | Até |
|---|---|---|---|
| David Weismiller | Managing Director | 2016 | Agora |
| Biografia | Senior Managing Director and Portfolio Manager of Aristotle Pacific Capital, LLC since 2023. Mr. Weismiller is the Lead Portfolio Manager for the Short Duration, Core Plus and Investment Grade Strategies. As the Lead Portfolio Manager, he has final authority over all aspects of the Fund’s portfolio, including security selection sector allocation and risk positioning. In addition, Mr. Weismiller covers the utilities sector. Prior to Aristotle Pacific, Mr. Weismiller was Managing Director and Portfolio Manager of Pacific Asset Management since 2007. He began his investment career in 1997 and has a BA from the University of California, Santa Barbara and an MBA from the University of California, Irvine. He is a CFA® charterholder. | ||
| Michael Marzouk | Managing Director | 2016 | Agora |
| Biografia | Senior Managing Director and Portfolio Manager of Aristotle Pacific Capital, LLC since 2023. Mr. Marzouk is a Portfolio Manager to Aristotle Pacific’s corporate (bank) loan strategy. Prior to Aristotle Pacific, Mr. Marzouk was Managing Director and Portfolio Manager of Pacific Asset Management since 2007. He began his investment career in 1997 and has a BA from the University of California, Los Angeles and an MBA from the Anderson School of Management. He is a CFA® charterholder. | ||
| Brian M. Robertson | Managing Director | 2011 | Agora |
| Biografia | Senior Managing Director and Portfolio Manager of Aristotle Pacific Capital, LLC since 2023. Mr. Robertson also provides research and analysis of investments in the forest products, paper and packaging sectors. Prior to Aristotle Pacific, Mr. Robertson was Managing Director of Pacific Asset Management since 2012 and Portfolio Manager of Pacific Asset Management since 2008. He began his investment career in 2003 and has a BA from the University of Michigan. He is a CFA® charterholder. | ||
| Jason R. Rosiak | Senior Managing Director, Portfolio Manager | 2011 | 2016 |
| Biografia | Rosiak is a senior managing director and portfolio manager of Pacific Asset Management since 2007. He has responsibility for overseeing Pacific Asset Management’s portfolio management activities. Prior to Pacific, he was an executive director of UBS Investment Bank from 2006 to 2007 and senior vice president of PIMCO serving as a leveraged loan portfolio manager and head of high yield trading from 1996 to 2005. He has a BA from the University of California, Los Angeles and an MBA from the University of Southern California. | ||
| Alap Shah | Member | 2011 | 2012 |
| Biografia | Mr. Shah is a managing director and co-portfolio manager for Oaktree’s U.S. High Yield Bond strategy. Mr. Shah joined Oaktree in 2012 after working at Pacific Life, where he served as a director and senior credit analyst for high yield bonds and senior loans. Prior to Pacific Life, Mr. Shah received his M.B.A. from the Kellogg School of Management. Before completing his M.B.A., he served as a manager in KPMG’s Financial Advisory Services group, senior consultant at Huron Consulting and consultant at Arthur Andersen. Mr. Shah received a B.A. degree in economics from the University of California, Irvine. | ||
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