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Manager factsheet
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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.
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Annualised total return over 14 years |
+5.8% |
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1 year |
3 years |
5 years |
7 years |
10 years |
| Sheldon Stone |
0.9 |
9.1 |
20.4 |
24.5 |
58.4 |
Peer Group Composite
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0.9 |
9.7 |
21.3 |
27.8 |
56.7 |
| Over / Under |
0.0 |
-0.6 |
-0.9 |
-3.3 |
1.7 |
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Total return for Sheldon Stone
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Discrete calendar year performance : Sheldon Stone
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.
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