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MFWire: TCW Funds, MetWest Funds
MUTUAL FUND FAMILY PROFILES [BETA]
To Update this information contact Editors@InvestmentWires.com or call Armie Lee at 212-331-8995 x111.
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TCW Investment Management
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865 South Figueroa Street
22FL
Los Angeles, CA 90017
Google Maps
Contact
Main Phone: 213-244-0000
Web Site:
http://www.tcw.com
Mutual Fund Brand(s)
TCW Funds, MetWest Funds
Research Links
SEC Fund Filings by CIK
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Background:
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TCW Investment Management manages more than $135 billion in assets, offering mutual funds under the TCW and MetWest fund brands. Their portfolios focus on oil, gas and electric private placement debt and equity investments. For example, in their energy portfolios, investments include mezzanine loans, production payments, royalties and so on.
Ownership
On August 9, 2012, after months of rumors and speculation, freshly-IPOed private equity shop Carlyle Group announced a deal to buy 60 percent of TCW, via two Carlyle funds, while TCW employees and management will up their stake in TCW to about 40 percent. The deal is slated to close in the first quarter of 2013.
In 2001, TCW was acquired by Societe Generale Asset Management (a division of France's Societe Generale). Following the January 2009 merger of the Societe Generale and Credit Agricole independent asset management business, Credit Agricole acquired a 20 percent stake in TCW. Prior to the Carlyle deal TCW remained an autonomous subsidiary of Societe Generele.
History
Robert Day founded Trust Company of the West (TCW) in 1971 and remains the chairman of the asset manager. TCW became the third independent trust company in California in 1972 and in 1974 it merged with Shareholders Asset Management Company.
TCW's mutual fund group were founded as the TCM Galileo Funds and rebranded as TCW Funds, Inc. in 2006.
In September 2005, Robert Beyer succeeded Day as CEO until he retireed in 2009. Upon Beyer's retirement in July 2009 TCW's board named Marc Stern interim chief executive officer. Stern became permanent CEO in December. TCW had hired Stern as president in 1990 before naming him as vice chairman in 2005.
David Lippman is now president and chief executive officer of TCW. He joined in 2009 during the acquisition of Metropolitan West Asset Management (MetWest).
Acquisitions & Partnerships
TCW partnered with Cursitor-Eaton to manage global asset-allocation portfolios 1987.
It formed a mutual fund alliance with Dean Witter in 1992.
DBL Americas Development Inc.
TCW acquired DBL Americas Development in 1990. The business is known today as TCW Worldwide Opportunities.
Dillon Read International Asset Management
To expand globally, it purchased Dillon Read in 1993 and opened offices in London and Hong Kong.
Crescent Capital
West Los Angeles Leveraged Finance Group created in 1995 with the purchase of Crescent Capital.
Buchanan Street Partners
TCW acquired a majority interest in Buchanan Street Partners in 2007.
Metropolitan West Asset Management
In late 2009, TCW disclosed plans to buy Metropolitan West Asset Management, an income manager with $30 billion in assets, in the first quarter of 2010.
DoubleLine Lawsuit
In December 2011 TCW settled all claims against and from its former chief investment officer, Jeff Gundlach, Gundlach's colleagues, and Gundlach's new firm, DoubleLine Capital. The terms of the settlement were not disclosed.
TCW fired Gundlach in December 2009, then accused him and his colleagues of swiping trade secrets on their way out. Gundlach and his colleagues counter-sued over the firing itself and unpaid wages. With roughly 40 former TCW professionals, Gundlach ultimately founded DoubleLine Capital
Further Deals
In December 2012, TCW partnered with Scoggin Capital to form TCW/Scoggin, which manages distressed and event-driven alternative investment strategies.
In September, TCW acquired Beverly Hills, California-based Croton Equity Partners, a private equity firm with $242 million in assets.
In January 2014, TCW partners with the boutique Emerging Global Advisors to launch three ETFs covering emerging markets debt.
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Sponsored Opportunities
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Key People:
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Robert Day
Chairman, TCW | Marc Stern
Vice Chairman and CEO, TCW | Michael Reilly
Chief Investment Officer - Equities, Director of U.S. Equity Research, Group Managing Director, TCW | Richard Villa
Managing Director, Chief Financial Officer, TCW | Michael Cahill
Executive Vice President, General Counsel, TCW | David DeVito
Executive Vice President, Chief Administrative Officer, TCW | Joseph Burschinger
Executive Vice President, Chief Risk Officer, Head of Investment Operations, TCW | Michael Conn
Managing Director, Corporate Strategy, TCW | Daniel Kale
Manging Director, Director of Information Technology, TCW | Hilary Lord
Managing Director, Chief Compliance Officer, TCW | Cheryl Marzano
Managing Director, Head of Human Resources, TCW | Peter Viles
Senior Writer, Capital Group | David Lippman
Head of Fixed Income, Group Managing Director, TCW |
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Story Archive for TCW Investment Management
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Published On
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Story Headline
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Publication |
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12/19/2024
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The Fund Giants Had a $110B November
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MFWire.com
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11/25/2024
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Inflows Jump to $82B, Despite an AUM Slip
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10/29/2024
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JPMAM Fivepeats As Active Flows Improve By $18B, And ...
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10/22/2024
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Vanguard Threepeats, With a 63-Percent Inflows Boost
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9/25/2024
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Vanguard Wins, Despite a $3B Drop
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8/27/2024
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SSGA Pulls Ahead With $18B
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7/24/2024
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BlackRock Won Two-Thirds of Passive Inflows Last Month
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7/18/2024
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Vanguard Repeats, Netting $30B
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6/26/2024
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Vanguard Wins Again Amid a $34B Reversal
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5/20/2024
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Passive Flows Plunge By $70B
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5/15/2024
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Despite a $13B Drop, Vanguard Fourpeats
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5/7/2024
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With a $244MM-AUM Dual Conversion, an ETF Lineup Grows to Five
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4/22/2024
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Vanguard Regains the Lead With a $70B Q1
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4/18/2024
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A $204B-AUM AM Will Triple This Lineup
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3/26/2024
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Active Inflows Return After a 28-Month Gap
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3/20/2024
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Vanguard Stays In Front, Despite an $8B Drop
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1/24/2024
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SSGA Takes the 2023 Crown After a Massive December
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12/13/2023
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SSGA Wins With a $15.684B Inflows Jump
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11/28/2023
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Active Outflows Grow By $23.4B, But ...
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11/20/2023
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Schwab Pulls Ahead With $1.71B
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10/17/2023
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An ESG Activist Investor Finalizes His ETF Exit
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7/26/2023
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A $210B-AUM Fund Firm Will Buy Into the ETF Biz
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7/25/2023
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Katie Adds a JPMAM Vet to TCW's Leadership Team
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7/21/2023
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Midside Firms' Outflows Quadruple In Q2
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4/21/2023
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With $3B, Pacer Takes the 2023 Lead
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MFWire.com
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1/20/2023
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ProShares Takes the Lead With $15B
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MFWire.com
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12/19/2022
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Pacer Leads As Midsize Outflows Shrink By $5B
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MFWire.com
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11/16/2022
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WisdomTree Repeats With $2.068B
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MFWire.com
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10/19/2022
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WisdomTree Leads With $1.9B
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MFWire.com
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9/20/2022
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$15B In Inflows In Eight Months
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MFWire.com
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9/6/2022
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21 Years In, a $220B-AUM Firm's CEO Passes the Reins
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8/16/2022
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ProShares Three-Peats, Netting About $3B
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MFWire.com
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7/21/2022
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ProShares Leads As 17 Percent of Midsize Firms Win Inflows
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MFWire.com
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6/15/2022
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ProShares Leads a Shrinking Midsize Winners List
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MFWire.com
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5/23/2022
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Direxion Leads As the Midsize Winners List Shrinks
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MFWire.com
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4/18/2022
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Bridge Builder's Inflows Quadruple, Breaking a 5-Month Schwab Streak
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3/15/2022
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Schwab's Five-Month-Old Lead Widens
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MFWire.com
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1/19/2022
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Schwab's Inflows Nearly Triple to $50B
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MFWire.com
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3/23/2021
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Fidelity and Vanguard Led the Way In February
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MFWire.com
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3/15/2021
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MF and ETF Inflows Quintuple
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MFWire.com
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3/12/2021
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100 Fund Firms Win Big, With Morgan Stanley Leading the Pack
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MFWire.com
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8/14/2020
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Inflows Fall 41 Percent
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MFWire.com
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6/15/2020
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T. Rowe Leads This Abbreviated Awards Race
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MFWire.com
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3/6/2020
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170 Fundsters Gather As 92 Fund Firms Win Big
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MFWire.com
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9/24/2019
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Lord Abbett Takes the Active Lead
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MFWire.com
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9/17/2019
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Active and Passive Both Suffered Billions In August Outflows
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6/14/2019
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Baird Three-Peats
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MFWire.com
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3/8/2019
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T. Rowe, Fidelity, Pimco and OpFunds Crush It In Gotham
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1/22/2019
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88 Percent of Midsize Firms Suffered In December
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MFWire.com
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12/18/2018
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A Wirehouse's Sibling Wins In November
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MFWire.com
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12/11/2018
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Four Fund Firms Are Repeatedly Among the Best Workplaces
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MFWire.com
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11/20/2018
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An Inverse Index Fund Specialist Takes the Lead
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MFWire.com
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10/9/2018
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TCW Replaces an Embattled Board Member
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MFWire.com
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8/14/2018
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Bridge Builder Keeps Dominating
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MFWire.com
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7/17/2018
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A Fund-of-Funds Shop's Inflows Double
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MFWire.com
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7/12/2018
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Proportionately, This Growth Shop Won May
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MFWire.com
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7/6/2018
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Bridge Builder Takes the Lead
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MFWire.com
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6/29/2018
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There's a New Reigning Champ Among Fund Firms
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MFWire.com
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6/20/2018
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What Did This Ex-TCW PM Text?
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MFWire.com
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6/11/2018
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Week In Preview, June 11-17
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MFWire.com
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6/11/2018
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Week In Preview, June 11-17
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401kWire.com
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5/31/2018
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Despite Slipping, an ETF Shop Keeps the Pole Position
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MFWire.com
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5/30/2018
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BlackRock Beat Vanguard Last Month
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MFWire.com
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4/30/2018
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Week in Preview, April 30-May 6
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MFWire.com
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4/27/2018
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As Long-Term Flows Rebound, Vanguard Keeps the Lead
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MFWire.com
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3/27/2018
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Even Vanguard and BlackRock Took a Flows Hit
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MFWire.com
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3/20/2018
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T. Rowe, Fido, and PrimeCap Lead This Pack
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MFWire.com
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2/28/2018
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Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple
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MFWire.com
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2/21/2018
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Tirschwell Responds to TCW's Lawsuit Defense
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MFWire.com
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2/21/2018
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TCW Pushes Back Against a Sexual Harassment Suit
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MFWire.com
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1/26/2018
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An Ex-TCW PM Sues For $30MM, Alleging Sexual Harassment
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MFWire.com
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12/1/2017
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Carlyle Sells a Piece of TCW and Gives Up Control
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MFWire.com
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9/28/2017
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Will Another Japanese Giant Buy Into U.S. Asset Management?
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MFWire.com
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4/6/2017
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Ivascyn Regains One of Pimco's Old Crowns, With a Newer Fund
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MFWire.com
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3/28/2017
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Follow the Fundsters - March 28, 2017
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MFWire.com
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3/24/2017
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Vanguard, Nuveen, and Morgan Stanley Win Big in Gotham
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MFWire.com
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1/19/2017
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Vanguard, BlackRock, and SSgA Won 2016
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MFWire.com
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11/4/2016
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Will TCW Take This Crown?
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MFWire.com
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10/3/2016
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Filings for Fundsters - October 3, 2016
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MFWire.com
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9/27/2016
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Filings For Fundsters - September 27, 2016
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MFWire.com
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7/19/2016
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Only One Category of Active Funds Won In June
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MFWire.com
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6/17/2016
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Three Fund Firms Brought In More than $2B Each In May
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MFWire.com
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5/16/2016
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Seven Months and Counting: Vanguard Is Still On Top
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MFWire.com
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4/14/2016
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DoubleLine, AB, and BlackRock Killed It In March
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MFWire.com
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3/23/2016
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101 Fund Families Win in Gotham
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MFWire.com
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3/18/2016
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DoubleLine and AB Crush It
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MFWire.com
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1/19/2016
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Which Fund Firm Won 2015?
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MFWire.com
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1/4/2016
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The Top Big Equity Fund of 2015 Is ...
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MFWire.com
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12/16/2015
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M*: Vanguard and iShares Have Dominated This Year
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MFWire.com
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11/16/2015
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Vanguard Retakes the Lead
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MFWire.com
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8/7/2015
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Who Rakes In the Most Flows Per Fund? The Answer Won't Surprise You
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MFWire.com
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5/19/2015
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111 Percent of Net Inflows Last Month Went Into Just Two Firms
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MFWire.com
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4/21/2015
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Where Is Carlyle Putting Its Mutual Fund Chips?
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MFWire.com
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4/17/2015
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7 Titans Swallow 88 Percent of Inflows
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MFWire.com
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4/1/2015
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Cap Group, Fidelity, and Pimco Break Out the Champagne
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MFWire.com
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3/26/2015
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Will Hodge Wear Sunglasses For M*?
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MFWire.com
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2/17/2015
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Vanguard, TCW, and DoubleLine Win January
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MFWire.com
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1/14/2015
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MetWest and Vanguard Had 2014's Hottest Funds
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MFWire.com
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12/5/2014
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McCulloch Expands TCW's Retail Reach
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MFWire.com
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11/20/2014
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Funds From MetWest, Dodge & Cox, BlackRock, DoubleLine and Baird Rake It In
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MFWire.com
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11/17/2014
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Trust Company of the West Hunts ... in the West
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MFWire.com
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1/8/2014
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TCW Enters ETF Space With Emerging Global Advisors
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MFWire.com
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12/31/2013
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Baldiswieler Lands!
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MFWire.com
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12/31/2013
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TCW Funds' Head Resigns
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MFWire.com
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11/4/2013
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M* Awards More Medals
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MFWire.com
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10/31/2013
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TCW's Risk Chief Fills Post at Guggenheim
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MFWire.com
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8/26/2013
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IUniverse Hammers More Nails into Active Management's Coffin
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MFWire.com
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7/1/2013
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TCW Launches Latest Emerging Markets Fund
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MFWire.com
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6/18/2013
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TCW Adds a PM
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MFWire.com
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6/14/2013
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TCW Hires a Wamco Exec as a MetWest Co-Founder Departs
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MFWire.com
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4/29/2013
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WSJ Shouts Out to Funds that Ignore that Long-Term
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MFWire.com
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4/15/2013
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M* Examines the Future of Fixed Income
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MFWire.com
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4/4/2013
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A TCW Bigwig Retires
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MFWire.com
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3/28/2013
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TCW Says Goodbye to a Managing Director
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MFWire.com
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3/15/2013
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Who Cleaned Up At the 2013 Lipper Awards?
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MFWire.com
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2/15/2013
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After TCW Sells, Heads Roll at SocGen
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MFWire.com
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2/11/2013
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An Equity PM Leaves TCW
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MFWire.com
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2/6/2013
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The TCW Deal … is Done
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MFWire.com
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1/22/2013
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DoubleLine Grew the Fastest in 2012
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MFWire.com
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1/22/2013
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The TCW Sale is Almost Done
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MFWire.com
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1/17/2013
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EIG Gave In. What Did Carlyle and TCW Give Up?
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MFWire.com
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1/15/2013
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TCW Names a New General Counsel
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MFWire.com
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1/4/2013
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The WSJ Lauds a Low Glitz, High Return Fixed Income Team
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MFWire.com
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1/2/2013
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TCW Closes a Deal
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MFWire.com
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12/27/2012
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TCW Closes Two Allocation Funds
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MFWire.com
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12/27/2012
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Three TCW Bigwigs Step Down and One Steps Aside
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MFWire.com
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12/20/2012
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Forbes Likes Five Funds for 2013
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MFWire.com
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12/17/2012
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Carlyle’s TCW Takeover Faces Another Obstacle
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MFWire.com
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12/17/2012
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M* Lauds Pimco and TCW, But Not DoubleLine
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MFWire.com
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12/17/2012
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Three Analysts Leave TCW
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MFWire.com
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12/7/2012
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Gundlach Parties in TCW's Building
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MFWire.com
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12/3/2012
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TCW Makes a Three-Pronged Alts Push
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MFWire.com
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12/3/2012
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The TCW Deal Is Back On
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MFWire.com
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11/15/2012
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Pimco Claims Vanguard's Fund-Flows Laurels
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MFWire.com
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11/9/2012
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TCW Swaps Equity PMs
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MFWire.com
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11/7/2012
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Federal Judge Blocks the TCW Sale, For Now
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MFWire.com
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9/21/2012
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TCW Renews One Contract, But Is Gundlach Waiting to Pounce?
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MFWire.com
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9/20/2012
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QE3 Is Heaven's Gift for Bond Kings
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MFWire.com
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9/13/2012
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Will Gundlach Recruit More TCW PMs?
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MFWire.com
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8/10/2012
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How Do an Olsen Twin and an Ex-Prez of France Tie In to the TCW Sale?
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MFWire.com
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8/9/2012
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Carlyle Buys TCW
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MFWire.com
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8/1/2012
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SocGen Writes Down TCW
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MFWire.com
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7/31/2012
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French Workers Approve the TCW Sale
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MFWire.com
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7/6/2012
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Is SocGen Down to One for TCW?
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MFWire.com
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6/28/2012
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A Financial Diplomat Joins TCW
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MFWire.com
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6/25/2012
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Did CDR and Warburg Drop Out of TCW's Auction?
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MFWire.com
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6/21/2012
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Baldiswieler Plans Another Fund
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MFWire.com
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6/20/2012
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Private Equity Players Circle TCW
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MFWire.com
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6/15/2012
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Baldiswieler Touts TCW's Post-Gundlach Growth
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MFWire.com
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5/22/2012
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TCW Total Return Outpaces DoubleLine
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MFWire.com
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