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Amg Beutel Goodman Core Plus Bond Fund - Class N (ADBLX)

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8.66 +0.01    +0.12%
24/12 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 12.01M
Type:  Fund
Market:  United States
Issuer:  AMG Funds
Asset Class:  Bond
AMG Managers DoubleLine Core Plus Bond N 8.66 +0.01 +0.12%

ADBLX Overview

 
On this page you'll find an in-depth profile of Amg Beutel Goodman Core Plus Bond Fund - Class N. Learn about the key management, total assets, investment strategy and contact information of ADBLX among other information.
Category

Intermediate Core-Plus Bond

Total Assets

12.01M

Expenses

0.68%

Inception Date

40742

Investment Strategy

The investment seeks to maximize total return. Under normal circumstances, the fund invests at least 80% of its assets in fixed income securities. Up to 20% of its assets may be invested in non-U.S. dollar-denominated instruments. The fund may invest up to 30% of its assets in below investment grade securities (common known as “junk bonds” or “high yield securities”).

Contact Information

Address One Stamford Plaza, 263 Tresser Boulevard, Suite 949
Stamford,CT 06901
United States
Phone 800.835.3879

Top Executives

Name Title Since Until
Sue McNamara Senior Vice President, Fixed Income 2021 Now
Biography Sue joined Beutel Goodman in 2006 and has over 30 years of investment experience. She is a portfolio manager and strategist with additional responsibilities for credit analysis and product design. In addition, she leads the fixed income team’s responsible investing efforts. Prior to joining Beutel Goodman, Sue worked as a Research Analyst for several of the large brokerage houses, most recently BMO Nesbitt Burns. Sue is a graduate of the University of Western Ontario and a CFA charterholder.
Derek Brown Senior Vice President, Co-Head of Fixed Income 2021 Now
Biography Derek joined Beutel Goodman in 2016 and has over 15 years of investment experience. He is a portfolio manager and head of the fixed income team. His strategic responsibilities include portfolio duration, positioning and risk exposure management. Prior to joining Beutel Goodman, Derek worked at Fiera Capital where he was a fixed income portfolio manager. Derek is a graduate of Concordia University and McGill University, and is a CFA charterholder.
Neil McCabe Vice President, Fixed Income 2021 Now
Biography Neil joined Beutel Goodman in 2019 as a credit analyst to lead the firm's high yield initiative. Prior to joining the firm he gained extensive investment experience, most recently as a portfolio manager for Fiera Capital. Neil is a graduate of McMaster University and IESE Business School and is a CFA charterholder.
David J. Gregoris Managing Director, Fixed Income 2021 2023
Biography David has been with Beutel Goodman since 1992 and has over 30 years of investment experience. As a portfolio manager he is responsible for oversight of the fixed income process, and co-manages the fixed income team. He is responsible for portfolio duration and positioning, risk exposure, quantitative analysis and immunized and dedicated portfolios. David is also a member of the Management Committee and sits on the Board of Directors. Prior to joining Beutel Goodman, David worked at TAL where he was a portfolio manager in charge of fixed income trading. David is a graduate of the University of
Jeffrey J. Sherman Portfolio Manager 2021 2021
Biography As DoubleLine’s Deputy Chief Investment Officer, Jeffrey 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, giving listeners insight into DoubleLine’s current views.
Robert L. Cohen Portfolio Manager 2016 2021
Biography Mr. Cohen joined DoubleLine’s Global Developed Credit (“GDC”) Group in 2012. He is a Portfolio Manager and the Director of the GDC group. He is also a permanent member of the Fixed Income Asset Allocation committee. Prior to DoubleLine, Mr. Cohen was a Senior Credit Analyst at West Gate Horizons Advisors (and its predecessor ING Capital Advisors) where he worked as an Analyst covering bank loans and high yield bonds. Prior to ING, he was an Assistant Vice President in the Asset Management Group of Union Bank where he managed a diversified portfolio of leveraged loans as well as a portfolio of CDO securities. Previous to Union Bank, he was an Associate Director of Corporate and Investment Banking at the Bank of Montreal in its Natural Resources Group. Mr. Cohen holds a BA in Economics from the University of Arizona and an MBA from the University of Southern California. He is a CFA® charterholder.
Luz M. Padilla Portfolio Manager 2011 2021
Biography Ms. Padilla joined DoubleLine in 2009 as the Director of the Emerging Markets Group and is the lead Portfolio Manager. In addition, she is a permanent member of the Fixed Income Asset Allocation Committee. Prior to DoubleLine, Ms. Padilla was a Managing Director at TCW. She began working at TCW in 1994, where she served in a number of roles including Credit Analyst, Director of Research, Co-Portfolio Manager, and lead Portfolio Manager. Ms. Padilla was involved in all aspects of building and managing TCW's Emerging Markets Fixed Income business including credit, securitization, trading and marketing.
Jeffrey E. Gundlach CEO, CIO 2011 2021
Biography Mr. Gundlach is CEO of DoubleLine. In 2011, he appeared on the cover of Barron's as "The New Bond King." In 2013, Institutional Investor named him "Money Manager of the Year." In 2012, 2015 and 2016, he was named one of "The Fifty Most Influential" in Bloomberg Markets. In 2017, he was inducted into the FIASI Fixed Income Hall of Fame. Mr. Gundlach is a summa cum laude graduate of Dartmouth College, with degrees in Mathematics and Philosophy.
Philip A. Barach Group Managing Director 2011 2020
Biography Mr. Barach is co-founder and President of DoubleLine Capital. Mr. Barach is a member of the DoubleLine Executive Committee. Prior to DoubleLine, Mr. Barach was Co-Founder and Group Managing Director of the TCW Mortgage Group where he spent over 23 years. He has over 32 years of fixed income investment experience. Before joining TCW, Mr. Barach was Senior Vice President of Chief Investments for Sun Life Insurance Company in Los Angeles, where he was responsible for the asset/liability management of the firm and oversight and management of the company's $5 billion investment portfolio. Previously, he served as Principal Fixed Income Officer for the California Public Employees' Retirement System (CalPERS), the largest pension plan in the country. In that capacity, he was responsible for managing the fixed income portion of the fund which was 100% internally managed. He attended the Hebrew University of Jerusalem, where he received a BA in International Relations and an MBA in Finance.
Bonnie Baha Portfolio Manager 2011 2016
Biography Bonnie N. Baha, CFA, CIC, has been a portfolio manager of DoubleLine Capital since its inception in December 2009. For the five-year period prior to joining DoubleLine Capital,. Baha was a Managing Director and Senior Portfolio Manager of TCW's U.S. investment grade Corporate Bond strategy, which is included as a separate sector in the various TCW Core Fixed Income strategies. In 1990, she joined TCW from Deloitte & Touche, where she was a manager and specialized in the valuation of publicly traded and privately held companies in a variety of industries. Prior to that, she was employed as a Senior Analyst with Standard Research Consultants, a former division of Standard & Poor's Corporation from 1987 to 1988. Prior to her graduate studies, she worked at Kidder, Peabody & Co. from 1981 to 1984, where she was responsible for the regional distribution of new issues and secondary offerings of corporate debt and equity securities. Ms. Baha received her BA in Political Science from the University of California at Irvine in 1981 and her MBA from the University of Southern California in 1986. She is a CFA charterholder and a Chartered Investment Counselor.
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