Jeff Gundlach, founder of Doubleline Capital, appeared on CNBC Wednesday and basically called out White directly.
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Bond-fund manager Jeffrey Gundlach, a keynote speaker at the Morningstar conference, established DoubleLine last year.
The DoubleLine Emerging Markets Fixed Income Fund is LB Rated and you can find our report here.
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Next came the news that Grail Advisors is introducing an actively managed bond ETF run by DoubleLine Capital.
"We look at them as complements to what DoubleLine does, " says Mr. Timmerman.
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After criticizing Fed Chairman Ben Bernanke exhaustively, the head of DoubleLine suggested shorting Chipotle, a stock the Greenlight Capital chief has targeted in the past.
Mr. Timmerman is comfortable with the relatively large allocation to this fund because he has owned funds managed by DoubleLine manager Jeffrey Gundlach for years.
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Jeffrey Sherman, portfolio manager for commodities at investment firm DoubleLine, said his fund continues to hold precious metals as a hedge against the currency-eroding power of loose monetary policies.
Unlike traditional bond funds, which have produced low returns in recent years, DoubleLine has benefited from buying mortgage bonds at a time when most investors were scared of them.
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Luz Padilla of DoubleLine indicated in the call that while there may be less opportunities in emerging market government debt, there are still opportunities in emerging market corporate and local currency debt.
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The remarks echo those by DoubleLine Capital chief Jeffrey Gundlach, who told Reuters he has spent the last month buying 10-year Treasuries, and that he thinks stocks are overbought in the short-term.
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But in most cases, I think I have a better chance at limiting risk (and ideally boosting returns) by sticking with open-end bond funds like DoubleLine Core Fixed Income (DLFNX), DoubleLine Total Return (DLTNX), Thompson Bond (THOPX), PIMCO Income (PONDX), and PIMCO Foreign Bond US Hedged (PFODX).
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