Sheldon Stone

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Fund Performance

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Manager factsheet

Sheldon Stone
Oaktree Capital Management (Lu, St. Jamess Place UT Group Ltd
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Manager profile

Sheldon Stone is head of high-yield bonds at Oaktree, which he co-founded in 1995. He serves as co-portfolio manager of both the US and global high-yield bond strategies and has supervisory responsibility for European high-yield bonds. He worked with Howard Marks for 12 years at TCW and Citibank, running TCW’s high-yield bond department for ten years. Before this, Sheldon worked at The Prudential Insurance Company as a director of corporate finance, managing a fixed income portfolio exceeding US$1 billion. He has a BA from Bowdoin College and an MBA in Accounting and Finance from Columbia University. Sheldon is a trustee of Colonial Williamsburg Foundation and Bowdoin College.

FOLLOW ON FUNDSWIRE

Annualised total return over 13 years

+6.2%

Cumulative performance (% growth)

	1 year	3 years	5 years	7 years	10 years
Sheldon Stone	9.3	10.4	17.4	21.0	72.1
Peer Group Composite	6.2	7.5	14.1	17.2	63.1
Over / Under	3.1	2.9	3.3	3.8	9.0

Total return for Sheldon Stone

Rolling Alpha Quartile:

Discrete three year periods

Rolling Alpha Quartile shows a manager's alpha score in quartile terms, plotting his or her risk adjusted performance against all other managers in the UT & OEICs universe. The best managers are those who are consistently ranked in the first or second quartile.


Quartile 1
Quartile 2
Quartile 3
Quartile 4

53-89m

65-101m

77-113m

89-125m

101-137m

Discrete calendar year performance : Sheldon Stone

Discrete performance

	0-12m	12-24m	24-36m	36-48m	48-60m	60-72m	72-84m	84-96m	96-108m	108-120m

Sheldon Stone	9.3	-0.8	1.7	12.2	-4.8	7.1	-3.7	27.4	-0.4	12.1
Peer Group Composite	6.2	-0.2	1.4	7.7	-1.5	7.0	-4.0	24.0	-0.3	12.5
Over / Under	3.1	-0.6	0.3	4.5	-3.3	0.1	0.3	3.4	-0.1	-0.4

Performance vs peer group composite: Sheldon Stone

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

Outperformed peer group composite

6 years

out of a possible 10

Overall markets

Underperformed peer group composite

4 years

out of a possible 10

Rising markets

Outperformed peer group composite

5 years

out of a possible 6

Falling markets

Outperformed peer group composite

1 year

out of a possible 4

Funds currently managed

Fund	Sole/Co-managed	Sector	Periods

Oaktree (Lux) - Global High Yield Bond	Co-managed	FO Fixed Int - USD High Yield	since Apr 29 2011 to present
Oaktree (Lux) - North American High Yield Bond	Co-managed	FO Fixed Int - USD High Yield	since Jun 14 2013 to present
SJP Global High Yield Bond	Co-managed	UT Global Bonds	since Oct 10 2016 to present