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

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

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.