Intermediate Fixed Income

Portfolio Managers

Michael Cheung, CFA

Chief Investment Officer, Fixed Income and Equites

Michael Cheung

Michael is the fixed income senior portfolio manager for the company. He has over 30 years of investment experience. Michael’s extensive fixed income portfolio management experience includes the direct responsibility for investing $26 billion at General Electric Financial Assurance and $8 billion at the State of Alaska. Michael’s investment strengths include global economic and capital markets analysis as well as diverse investment exposure in all sectors of the bond market.

Michael received his BS degree from the University of Wisconsin-Green Bay and an MBA from Texas Christian University. He earned the right to use the Chartered Financial Analyst designation in 1988. He has served on the CFA candidate curriculum committee and has participated in the CFA candidate grading effort. Michael is a member of the CFA Society of Seattle. Close Bio

Kevin Loucks, CFA

Senior Portfolio Manager, Fixed Income

Kevin Loucks

Kevin came to WCM in 2002 as lead credit analyst, focusing specifically on corporate spread products for all industries. He is currently responsible for total return trade idea generation, buy/hold/sell relative value analysis, industry analysis, and trading. Kevin also manages the firmís Short Term Income Strategy. In addition, Kevin assists the real estate group with credit evaluation of current and potential tenants.

Kevin graduated from the University of Portland with a degree in finance in 1993 and went to work for the Oregon Mutual Insurance Company in McMinnville, Oregon, as a financial systems and marketing analyst. In 1996, he joined GE Capital (now Genworth) in Seattle, Washington, as a financial analyst and ultimately as an investment grade corporate credit analyst with lead responsibility for the oil and gas, chemical, and healthcare sectors. While at GE, Kevin achieved the black belt designation for the firmís Six Sigma Quality Program.

Kevin earned the right to use the Chartered Financial Analyst designation in 2001 and is a member of the CFA Society of Seattle.

In his spare time, Kevin enjoys spending time with his family, golfing, kayaking, and cycling. Close Bio

Anthony M. Smith, CFA

Portfolio Manager, High Yield

Anthony Smith

Anthony joined WCM in 2011 as a credit analyst on the fixed income team. In August 2016 he became a portfolio manager for the high yield strategy. He comes to WCM with six years of fixed income research and investment banking experience. Prior to WCM, Anthony served as a vice president for Moss Adams Capital in Seattle and worked in New York City on BNP Paribas' corporate bond trading desk as a high yield research analyst. Anthony earned the right to use the Chartered Financial Analyst (CFA) designation in 2007 and is a member of the CFA Society of Seattle. He graduated from the University of Washington in 2002 with a B.A. degree in business administration. Close Bio

Strategy

WCM’s approach to the management of Intermediate Fixed Income client portfolios is to seek to add yield by overweighting investment grade corporate credits. Portfolios managed in this investment strategy are typically benchmarked to the Barclays Intermediate U.S. Government/Credit Index.