PLEASE TELL US A LITTLE ABOUT YOURSELF SO THAT WE CAN DISPLAY THE MOST
APPROPRIATE CONTENT TO YOU:

This site uses cookies. Some of the cookies are essential for parts of the site to operate and have already been set. You may delete and block all cookies from this site, but if you do, parts of the site may not work. To find out more about cookies used on Trustnet and how you can manage them, see our Privacy and Cookie Policy.

By clicking "I Agree" below, you acknowledge that you accept our Privacy Policy and Terms of Use.

For more information Click here

Login

Password Reminder
Not Registered? Click Here

Register

Register
It's look like you're leaving us

What would you like us to do with the funds you've selected

Show me all my options Forget them Save them
Customise this table
You are here: Manager factsheet

Stephen M. Kane
TCW
pdfIcon Manager factsheet pdf    rss feed RSS Feed
Manager profile
Mr. Kane is a Generalist Portfolio Manager in the U.S. Fixed Income Group. He joined TCW in 2009 during the acquisition of Metropolitan West Asset Management LLC (MetWest). At MetWest, Mr. Kane was responsible for leading MetWest's AlphaTrak, Ultra Short and Liability Driven Investment (LDI) products, and he co-manages many of the firm's mutual funds. Under his co-leadership, the MetWest investment team was recognized as Morningstar's Fixed Income Manager of the Year for 2005. Prior to establishing MetWest, he was a fixed income portfolio manager at Hotchkis and Wiley. He also served as a Vice President at PIMCO. Mr. Kane earned a bachelor's degree in Business from the University of California, Berkeley and an MBA from the University of Chicago Booth School of Business.
Total return for Stephen M. Kane
Manager career performance
Discrete calendar year performance : Stephen M. Kane

Manager career performance
Discrete performance
  0-12m 12-24m 24-36m 36-48m 48-60m 60-72m 72-84m 84-96m 96-108m 108-120m
Stephen M. Kane 2.5 -0.1 -0.6 -1.8 -2.0 7.6 10.8 -5.4 17.9 6.4
Peer Group Composite 2.2 3.7 0.1 0.1 1.2 4.4 8.5 -3.8 17.2 5.9
Over / Under 0.3 -3.8 -0.7 -1.9 -3.2 3.2 2.3 -1.6 0.7 0.5
Performance vs peer group composite: Stephen M. Kane
How a manager matches up against their peers gives you some idea of how talented they are. Very few managers perform equally well in rising and falling markets, so knowing which type of market a manager is capable of performing well within is also important.
 
Overall markets
Up
Outperformed peer group composite
5 years
out of a possible 10
 
Overall markets
Up
Underperformed peer group composite
5 years
out of a possible 10
 
Rising markets
UpDown
Outperformed peer group composite
5 years
out of a possible 9
 
Falling markets
UpDown
Outperformed peer group composite
0 years
out of a possible 1
Funds currently managed
Fund Sole/Co-managed Sector Periods
TCW Core Plus Bond Co-managed FO Fixed Int - USD Investment Grade since Apr 19 2013 to present
TCW Multi-Sector Fixed Income Co-managed FO Fixed Int - Global since Sep 12 2014 to present
TCW High Yield Bond Co-managed FO Fixed Int - USD High Yield since Nov 03 2016 to present
Income Co-managed FO Fixed Int - Global since Nov 16 2018 to present
Funds managed previously
Fund Periods
No previously managed funds
News & Research: Related articles sector Sector fund Fund group Group manager Manager
Sector Columbia Threadneedle admits two of its funds offer poor value By Emma Wallis  30-Apr-2025
Sector The funds that have held up and been hit hardest through the Liberation Day-inspired sell-off By Jonathan Jones  08-Apr-2025
Data provided by FE fundinfo. Care has been taken to ensure that the information is correct, but FE fundinfo neither warrants, represents nor guarantees the contents of information, nor does it accept any responsibility for errors, inaccuracies, omissions or any inconsistencies herein. Past performance does not predict future performance, it should not be the main or sole reason for making an investment decision. The value of investments and any income from them can fall as well as rise.

LATEST :

Five reasons to keep hold of your defensive funds

13:00 | Monday, January 20, 2014

Close

You are currently using an old browser which will not be supported by Trustnet after 31/07/2016. To ensure you benefit from all features on the site, please update your browser.   Close

© Trustnet Limited 2025. All Rights Reserved.
Please read our Terms of Use / Disclaimer and Privacy and Cookie Policy.
Data supplied in conjunction with Refinitiv and London Stock Exchange Plc