Oaktree (Lux.) Funds-Glbl HY Bd

Oaktree (Lux.) Funds-Oaktree Global High Yield Bond Fund Class H EUR IB  /  LU0854925517

Oaktree Capital Management LP

3035º of 3035


Shannon Ward

Ms. Ward serves as portfolio manager of Oaktree’s European High Yield Bond and European Senior Loan strategies, and co-portfolio manager of the Global High Yield Bond strategy. She has over 21 years of corporate finance and investing experience. Ms. Ward joined Oaktree in 2006 from AIG Global Investment Group, where she spent five years as a Vice President for High Yield Investments. Before that, she spent over five years at Banc of America Securities, most recently as a Managing Director in the Entertai...

David Rosenberg

Mr. Rosenberg, co-portfolio manager, joined Oaktree Capital Management, L.P. in 2004 following graduation from the University of Southern California, where he received his M.B.A. in Business Administration. Before attending graduate school, Mr. Rosenberg served as an Associate in the Franchise Systems Finance Group at JP Morgan. Prior experience includes internships at National Westminster Bank, Ernst & Young, LLP, and Kayne Anderson Private Investors. Mr. Rosenberg also holds an M.P.A. in Professional A...

James Turner

Mr. Turner joined Oaktree in 2001 and serves as co-portfolio manager. Over the years he has covered a wide range of sectors and invested through a number of financial cycles. Previously, he was employed by Schroder Salomon Smith Barney as an associate in both the Mergers & Acquisitions and Financial Sponsors divisions, working on a number of high profile public transactions. He qualified as a Chartered Accountant with Deloitte & Touche and is an honours graduate of the University of Nottingham, England.

Sheldon Stone

Mr. Stone, a co-founding member of Oaktree in 1995, established TCW’s High Yield Bond Department with Mr. Marks in 1985 and ran the department for ten years. Prior to joining TCW, Mr. Stone worked with Mr. Marks at Citibank for two years where he performed credit analysis and managed high yield bond portfolios.

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Basic conditions

  • Minimum participation:  2,000,000 €
  • Opening commission:  2.00%
  • Max. Annual Fee:  0.50%
  • Redemption Fee:  2.00%

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Fri Oct 21 12:37:59 CEST 2016