Fund Inception | 02/15/1984 |
Name of Issuer | Nationwide |
Fund Advisor(s) | Nationwide Fund Advisors |
Sub-Advisor(s) | Loomis, Sayles & Company LP |
Fund Managers for NWJJX
Christopher Harms
Portfolio Manager since 11/13/2017
.Chris Harms is a portfolio manager and co-head of the relative return team at
Loomis, Sayles & Company. He co-manages the Loomis Sayles Limited Term
Government & Agency and Intermediate Duration Bond funds, in addition to
the Natixis Loomis Sayles Short Duration Income ETF. Chris also co-manages
the Loomis Sayles Core, Intermediate Duration and Short Duration strategies.
He has 43 years of investment industry experience and joined Loomis Sayles in
2010. Previously, Chris was a senior vice president and managing director of an
investment management team at CapitalSource Bank. Prior to CapitalSource, he
was a managing director and senior fixed income portfolio manager at Mackay
Shields. Chris earned a BSBA from Villanova University and an MBA from Drexel
University.
Clifton Rowe
Portfolio Manager since 11/13/2017
Cliff Rowe is a portfolio manager for the relative return team and mortgage and
structured finance team at Loomis, Sayles & Company. He co-manages the Loomis
Sayles Limited Term Government & Agency and Intermediate Duration Bond funds,
in addition to the Natixis Loomis Sayles Short Duration Income ETF. Cliff also
co-manages the Loomis Sayles Core, Short Duration and Intermediate Duration
strategies. He has 31 years of investment industry experience that began when
he joined Loomis Sayles in 1992. During his tenure, Cliff has held the successive
positions of portfolio assistant, research analyst, mortgage trader and portfolio
manager. He earned a BBA from James Madison University and an MBA from the
University of Chicago.
Daniel Conklin
Portfolio Manager since 10/24/2019
Dan Conklin is a portfolio manager for the relative return team at Loomis, Sayles
& Company. He co-manages the Loomis Sayles Intermediate Duration Bond and
Limited Term Government & Agency funds, as well as the Natixis Loomis Sayles
Short Duration Income ETF. Dan also co-manages the Loomis Sayles Core Fixed
Income, Short Duration Fixed Income and Intermediate Duration Fixed Income
strategies.
Dan has 13 years of investment industry experience and joined Loomis Sayles in
2012 as a fixed income client portfolio analyst. He moved to the relative return
team in 2014 as an investment analyst and was promoted to senior investment
analyst in 2018, and then to associate portfolio manager in 2019. Previously,
Dan was a middle office analyst at Putnam Investments, supporting the firm’s
derivative collateralization process.
Dan earned a BS from the University of Massachusetts, Lowell and an MS in
Finance from Northeastern University.
Barath Sankaran
Portfolio Manager since 11/09/2020
Barath Sankaran is a member of the mortgage and structured finance team at
Loomis, Sayles & Company. He is a co-portfolio manager for the dedicated agency
MBS strategies and a co-agency MBS portfolio manager for the Loomis Sayles
Core Plus Bond Fund. Additionally, Barath guides other product teams at the firm
in the optimal sector allocation and portfolio implementation of agency MBS.
Barath joined Loomis Sayles in 2009 as an analyst in the mortgage and structured
finance group, where he initially focused on non-agency RMBS and gradually
expanded his role to agency MBS. Since 2011, Barath has been dedicated to
the agency MBS effort with the goal of developing best-in-class investment
capabilities. He was instrumental in creating the firm's proprietary prepayment
model and has led the creation of a fundamentally-driven relative value approach
to investing in specified MBS pools. In 2018, Barath was promoted to portfolio
manager. Prior to Loomis Sayles, he held multiple roles at Johnson & Johnson,
where he was a member of the Information Management Leadership Development
Program, a Six Sigma dashboard architect and later a business relationship lead
for the consumer products division.
Barath earned a BS from Carnegie Mellon University and an MBA from the Sloan
School of Management at the Massachusetts Institute of Technology. He is fluent
in German.
Ian Anderson
Portfolio Manager since 11/09/2020
an Anderson is the agency MBS strategist for the mortgage and structured
finance team at Loomis, Sayles & Company where he is responsible for developing
agency MBS research and relative value recommendations across all fixed income
products. He is the lead portfolio manager for the dedicated agency MBS strategies
and a co-agency MBS portfolio manager for the Loomis Sayles Core Plus Bond
Fund.
Ian joined Loomis Sayles in 2011 from Fannie Mae, where he held several positions
over his 11 year tenure. Most recently, he was a senior portfolio manager for
Fannie Mae’s investment portfolio, developing and implementing relative value
alpha strategies for the agency MBS, CMO, CMBS, reverser mortgage and hybrid
sub-portfolios. Prior to this, Ian was responsible for agency CMO structured
book, conducting hedging of assets and assisting researchers to develop accurate
prepayment and term structure models. He began as a financial analyst and
later became a senior securities analyst and assisted traders with inquiries into
various model risk analytics and forecasts in various asset classes, helped design
and implement a short horizon portfolio tracking system, compared internal
model prepayment speeds and risk analytics, and designed and produced return
attribution reports for the portfolio.