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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

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Sheldon Stone

Sheldon Stone

Showing manager performance in Switzerland View performance globally

About Sheldon Stone

Sheldon Stone is the head of Oaktree Capital’s high yield business. In this capacity, he serves as co-portfolio manager of Oaktree’s US High Yield Bond and Global High Yield Bond strategies and has supervisory responsibility for European High Yield Bonds. Sheldon, a co-founding member of Oaktree in 1995, established TCW’s High Yield Bond Department with Howard Marks in 1985 and ran the department for ten years. Prior to joining TCW, he worked with Howard at Citibank for two years where he performed credit analysis and managed high yield bond portfolios. From 1978 to 1983, Sheldon worked at The Prudential Insurance Company where he was a director of corporate finance managing a fixed income portfolio exceeding $1 billion. He holds a BA degree from Bowdoin College and an MBA in accounting and finance from Columbia University, and serves as a Trustee of Colonial Williamsburg Foundation and Bowdoin College.

Are you Sheldon Stone?

Citywire Rating: Not Rated


  • ONot rated in Oct 2014
  • NNot rated in Nov 2014
  • DNot rated in Dec 2014


  • JNot rated in Jan 2015
  • FNot rated in Feb 2015
  • MNot rated in Mar 2015
  • ARated Plus in Apr 2015
  • MNot rated in May 2015
  • JNot rated in Jun 2015
  • JNot rated in Jul 2015
  • ANot rated in Aug 2015
  • SNot rated in Sep 2015
  • ORated Plus in Oct 2015
  • NRated Plus in Nov 2015
  • DRated Plus in Dec 2015


  • JRated Plus in Jan 2016
  • FRated A in Feb 2016
  • MRated Plus in Mar 2016
  • ANot rated in Apr 2016
  • MNot rated in May 2016
  • JNot rated in Jun 2016
  • JNot rated in Jul 2016
  • ANot rated in Aug 2016
  • SNot rated in Sep 2016
  • ONot rated in Oct 2016
  • NNot rated in Nov 2016
  • DNot rated in Dec 2016


  • JNot rated in Jan 2017
  • FNot rated in Feb 2017
  • MNot rated in Mar 2017
  • ANot rated in Apr 2017
  • MNot rated in May 2017
  • JNot rated in Jun 2017


Bonds - Global High Yield
over : 31/05/2014 - 31/05/2017

Total Return

Month by Month Performance

Quarterly Performance

to 31/03/2017 Annual Q1 Q2 Q3 Q4
2017 0.9%
2016 10.9% 2.9% 2.9% 3.8% 1.0%
2015 -5.9% 2.2% -0.9% -4.7% -2.4%
2014 0.0% 2.7% 1.1% -2.6% -1.1%
2013 6.9% 2.6% -1.8% 2.5% 3.4%
2012 4.4% 3.8%

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Citywire Discovery Source: Citywire Discovery Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated)..Portions of the information contained on this page was derived by Citywire Financial Publishers Ltd using content supplied by Lipper, A Reuters Company.