Short Term Income

Portfolio Managers

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 Manger, 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

Client portfolios managed with this strategy invest in fixed income instruments with maturities or average lives of 14 months or less. The strategy seeks current income consistent with low volatility and liquidity. Portfolios managed in this investment strategy are typically benchmarked to the Merrill Lynch 3 month U.S. Treasury Bill Index.