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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently More information on how Ratings are calculated

David Rosenberg

David Rosenberg

Showing manager performance in Norway View performance globally

About David Rosenberg

David Rosenberg serves as co-portfolio manager for Oaktree’s U.S. High Yield Bond and Global High Yield Bond strategies. He joined Oaktree in 2004 following graduation from the University of Southern California with an 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 Accounting with a concentration in Finance and a B.A. degree in Business Administration from the University of Texas at Austin. He is a Certified Public Accountant (inactive).

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Citywire Rating: Not Rated

2017

  • JNot rated in Jul 2017
  • ANot rated in Aug 2017
  • SNot rated in Sep 2017
  • ONot rated in Oct 2017
  • NNot rated in Nov 2017

Performance

Bonds - Global High Yield
over : 31/10/2016 - 31/10/2017
Manager Return
34 Robert Cook 5.5%
34 Tom Hauser 5.5%
36 Sheldon Stone 5.2%
36 David Rosenberg 5.2%
36 James Turner 5.2%

Total Return

Month by Month Performance

Quarterly Performance

to 30/09/2017 Annual Q1 Q2 Q3 Q4
2017 1.0% 1.8% 1.2%
2016 11.5% 2.9% 3.0% 4.1% 1.1%
2015 -5.1% 2.0% -0.6% -4.5% -2.1%
2014 -2.6% -1.2%
Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.