TCW Strategic Income Fund: Stephen Kane to leave portfolio manager role December 31, 2024
TCW Strategic Income Fund said portfolio manager Stephen M. Kane will stop serving on the Fund effective December 31, 2024, and an updated portfolio manager list takes effect July 29, 2024. Three other managers, Bryan T. Whalen, Jerry Cudzil and Ruben Hovhannisyan, remain listed, so the change adds no new manager and the filing does not describe any change to the Fund's strategy or fees.
Key points
- Stephen M. Kane, CFA, founding partner and generalist portfolio manager, served on the Fund since December 2009 and will leave the role effective December 31, 2024.
- Updated portfolio manager list takes effect July 29, 2024.
- Bryan T. Whalen, CFA, remains a portfolio manager since December 2009.
- Jerry Cudzil and Ruben Hovhannisyan, CFA, have been portfolio managers since September 2023.
The filing
Written by AI on Nov 9, 2026, 8:51 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 26, 2024.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.