Fund Inception | 03/17/2003 |
Name of Issuer | Franklin Templeton Investments |
Fund Advisor(s) | Franklin Templeton Fund Adviser, LLC |
Sub-Advisor(s) | Western Asset Management Company, LLC |
Fund Managers for SHDAX
David Fare
Portfolio Manager since 03/17/2003
David T. Fare is a Portfolio Manager at Western Asset. He has been with Western Asset since 2005.
Robert Amodeo
Portfolio Manager since 05/17/2007
– Western Asset Management Company, LLC – Head of Municipals, 2005-
– Salomon Brothers Asset Management – Analyst to Managing Director, Portfolio Manager, 1992-2005
– Salomon Brothers Inc. – Accountant to Analyst, 1988-1992
– The Bank of New York – Accountant, 1987-1988
– Columbia University, M.P.A., Advanced Management and Finance
– Long Island University, B.S.
– Chartered Financial Analyst
John Mooney
Portfolio Manager since 03/31/2023
John C. Mooney is a Portfolio Manager at Western Asset. He has been with Western Asset since 2005.
Michael Buchanan
Portfolio Manager since 03/01/2024
Michael Buchanan is Western Asset's deputy chief investment officer and has been in the fixed-income industry since 1990. As Deputy CIO, Michael has direct oversight of Western Asset's Global Credit Team, which covers US and non-US investment-grade, high-yield and bank loan sectors. He also leads the Global Credit Committee, which ultimately determines overall firmwide credit themes.
Prior to joining Western Asset in 2005, Michael served as Managing Director and Head of US Credit Products at Credit Suisse Asset Management and as Executive Vice President and Portfolio Manager at Janus Capital Management. He also worked at BlackRock Financial Management as Managing Director and Portfolio Manager and at Conseco Capital Management as Vice President and Portfolio Manager.
Michael graduated with honors from Brown University. He holds a Bachelor of Arts in Economics, and is a CFA charterholder
Ryan Brist
Portfolio Manager since 03/01/2024
– Western Asset Management Company, LLC – Head of Global Investment Grade Credit/Portfolio Manager, 2009-
– Logan Circle Partners, L.P. – Chief Investment Officer, Portfolio Manager, 2007-2009
– Delaware Investment Advisors – Co-Chief Investment Officer, Sr. Portfolio Manager, 2000-2007
– Conseco Capital Management – Vice President, Corporate Bond Trading, 1995-2000
– Dean Witter Reynolds – Analyst, Corporate Finance, Retail Products Group, 1993-1995
– Indiana University, B.S. Finance
– Chartered Financial Analyst