Joseph Mehlman

Managing Director

Joseph Mehlman

Managing Director

Joseph Mehlman

Managing Director

Biography
Strategies
Team

Biography

Background

Joe is a portfolio manager and the head of U.S. Credit on the Global Fixed Income team. He joined Morgan Stanley in 2002 and has 17 years of investment experience. Joe received a B.A., with honors, in economics from Trinity College. Joe holds the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.

17 yrs

INDUSTRY EXPERIENCE

2002

STARTED WITH FIRM

17 yrs

INDUSTRY EXPERIENCE

2002

STARTED WITH FIRM

Strategies

Strategy Name	Description
Core Fixed Income Strategy	Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.
Core Plus Fixed Income Strategy	Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.
Global Buy and Maintain Credit Strategy	Invests in a globally diversified portfolio of debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation.
Global Credit Strategy	Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.
Global Premier Credit Strategy	Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.
U.S. Investment Grade Corporate Strategy	Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.
U.S. Long Duration Strategy	Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.

Core Fixed Income Strategy

Invests in a mix of U.S. denominated investment-grade securities, particularly U.S. government, corporate and securitized assets.

Core Plus Fixed Income Strategy

Invests in U.S. denominated investment-grade securities (government, corporate, and securitized) and may invest opportunistically in non-investment-grade and non-U.S. bonds and currencies.

Global Buy and Maintain Credit Strategy

Invests in a globally diversified portfolio of debt issued in several currencies by corporations and non-government issuers seeking attractive total returns from income and price appreciation.

Global Credit Strategy

Invests in a globally diversified portfolio of multi-currency debt issued by corporations and non-government issuers.

Global Premier Credit Strategy

Invests in a concentrated portfolio of high quality fixed income securities issued globally by corporations and non-governmental agencies.

U.S. Investment Grade Corporate Strategy

Invests in a diversified portfolio of high-quality, investment-grade credit from U.S. issuers.

U.S. Long Duration Strategy

Invests in U.S. government and investment-grade corporate debt securities with at least 10 years to maturity.

Team

Global Fixed Income Team View Team Details >

Michael B. Kushma

Chief Investment Officer of Global Fixed Income

31 years industry experience

Eric Baurmeister

Managing Director

25 years industry experience

Jim Caron

Managing Director

27 years industry experience

Richard Class

Managing Director

19 years industry experience

Matthew C. Dunning

Executive Director

25 years industry experience

Gregory A. Finck

Managing Director

27 years industry experience

Richard Ford

Managing Director

28 years industry experience

Leon Grenyer

Managing Director

23 years industry experience

Eric Jesionowski

Executive Director

23 years industry experience

Richard Lindquist

Managing Director

37 years industry experience

Warren Mar

Managing Director

24 years industry experience

Joseph Mehlman

Managing Director

17 years industry experience

Christian G. Roth

Managing Director

32 years industry experience

Neil Stone

Managing Director

34 years industry experience

Sahil Tandon

Executive Director

15 years industry experience

Tom D. Wills

Managing Director

21 years industry experience

Team members may change from time to time.

The information on this page is for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.

All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.

Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.