Capital Income Fund (HWIAX)

I SHARES    A SHARES   
Investment Team

Mr. Hudoff and Mr. Meegan coordinate the day-to-day management of the Capital Income Fund portfolio. They also represent the Capital Income Fund to current and prospective shareholders.

Mark Hudoff
Portfolio Manager
3 Years with H&W
26 Years of Experience
Equity Owner
Mr. Hudoff joined H&W in 2009 and is portfolio manager for the High Yield bond and Capital Income strategies. In his role as portfolio manager, Mr. Hudoff plays an integral part in the investment research review and decision-making process as well as coordinates the day-to-day management of all High Yield bond and Capital Income portfolios. Prior to joining the firm, Mr. Hudoff was an Executive Vice President, portfolio manager and Head of Global High Yield investments at PIMCO. He started at PIMCO as a credit analyst for the high yield team and moved to Europe in 2000 to build and manage their European credit business, including the management of PIMCO's European High Yield strategies. Upon returning to the U.S. in 2004, Mr. Hudoff founded and developed PIMCO's Global High Yield practice, while also managing U.S. High Yield portfolios. Mr. Hudoff was formerly associated with BCA where he worked as a fixed income strategist. Mr. Hudoff was nominated for Morningstar’s 2010 Fixed Income Manager of the Year. He received his BS in Economics from Arizona State University and MBA in Finance from the University of Chicago Graduate School of Business.

Patrick Meegan
Portfolio Manager
14 Years with H&W
22 Years of Experience
Equity Owner
Mr. Meegan joined H&W in 1998 and is portfolio manager for the High Yield bond and Capital Income strategies. In his role as portfolio manager, Mr. Meegan plays an integral role in the investment research review and decision-making process as well as provides expertise and insight into the financials and healthcare sectors. He coordinates the day-to-day management of all High Yield bond and Capital Income portfolios. He represents the firm’s investment strategies to current and prospective clients. Mr. Meegan began his career at H&W as an investment analyst and became portfolio manager in 2001. Prior to joining the firm, Mr. Meegan was an audit manager at Arthur Andersen and specialized in financial statement audits and advising clients on SEC reporting issues. Mr. Meegan, a Certified Public Accountant (inactive), received his BA in Business Administration with honors from California State University, Fullerton and his MBA with honors from The Anderson School at the University of California, Los Angeles. In addition, he is Series 7 and 63 registered.