Jeffrey W. Heuer

Vice President and Bank Loan Manager
Wellington Management

Mr. Heuer is a bank loan portfolio manager and chair of the Bank Loan Investment Group. He is also a member of the High Yield Strategy Group. He began his career at Wellington Management in 2001 in fixed income research, specializing in the quantitative and qualitative review of high-yield bonds and bank loans.

Prior to joining Wellington Management, Mr. Heuer worked as a bank loan analyst at CypressTree Investment Management, where he analyzed credits in the consumer products, textiles, cyclicals, and telecommunications industries (1999 – 2001). Mr. Heuer also held several credit analysis and lending positions at the former Chase Manhattan Bank and its predecessor organizations (1989 – 1998).

Mr. Heuer received his MBA, with distinction, from the University of Pennsylvania (Wharton, 1994) and his BA from Williams College (1989). Additionally, Mr. Heuer holds the Chartered Financial Analyst designation.

 

About Wellington Management LLP

Tracing a history to 1928, Wellington Management Company LLP is one of the world’s largest independent investment management firms. With over $800 billion in assets under management, the firm serves as a trusted adviser and strategic partner to more than 2,100 institutional clients and mutual fund sponsors in over 50 countries. Their comprehensive investment capabilities are built on the strength of rigorous, proprietary research and span nearly all segments of the global capital markets, including equity, fixed income, multi-asset, and alternative strategies.

Jeffrey W. Heuer

Performance data quoted represents past performance and is not a guarantee of future results. The data assumes reinvestment of all distributions at net asset value. Maximum sales charge (Class A): 3.75%. The Fund’s daily net asset value is not guaranteed and shares are not insured by the FDIC, the Federal Reserve Board or any other agency. The investment return and principal value of an investment will fluctuate so that an investor’s shares, when redeemed, may be higher or lower than the original cost. Current performance may be higher or lower than that shown.

Wellington Management Company LLP is an independent and unaffiliated investment sub-adviser to SunAmerica.