Limited Maturity Fixed

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

Bob Kern, CFA

Portfolio Manager, High Yield

Bob joined the firm in April 2018 from Davidson Investment Advisors, where he was a portfolio manager for client fixed income accounts. He has nearly 25 years of fixed income investment experience, managing both investment grade and below investment grade portfolios. Bob began his career at Safeco Asset Management where he was the manager of the Safeco High Yield Bond Fund, as well as high yield holdings for insurance company portfolios. He has worked at a number of firms in the Seattle area as both an investment analyst and portfolio manager including Sirach Capital Management and Russell Investments. Bob has a BA in business administration from the University of Washington, as well as a Bachelor of Accounting Science degree from the University of Puget Sound. Bob is a CFA, and has a retired CPA license. Close Bio


WCMís approach to the management of Limited Maturity Fixed client portfolios is to seek to add yield by providing exposure to investment grade corporate credits. Portfolios managed in this investment strategy are typically benchmarked to the Merrill Lynch 1-3 Year U.S. Treasury Index.