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Think Broadly.
Act decisively.

Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, sustainable returns for clients.

Assets Under Management

GBP billion at 30/6/2017

Mutual Funds £59.1

Institutional £139.1

TOTAL £198.2

Loomis Sayles at a Glance


FOUNDED 1926


ASSETS*

GBP £198.2 billion at 30/6/2017

EMPLOYEES

659 as of 30/6/2017

VEHICLES

Mutual Funds, Hedge Funds, Institutional Separate Accounts, Collective Trusts

LEADERSHIP

Kevin Charleston, Chairman & CEO
Daniel J. Fuss, Vice Chairman
Jae Park, CIO
David Waldman, Deputy CIO

Serving Clients in 20 Countries Across 6 Continents

Domestic

  • Boston
  • Detroit
  • San Francisco

International

  • London
  • Singapore

Investment Capabilities


Equity

  • US Large Cap
  • Large Cap Growth
  • All Cap Growth
  • Large Cap Value
  • Focused Value
  • Large Cap Core
  • Dividend Income
  • Global
  • Global Equity
  • US Small/Mid Cap
  • Small/Mid Cap Growth
  • Small/Mid Cap Core
  • US Small Cap
  • Small Cap Growth
  • Small Cap Value


Multi-Asset

  • Multi-Asset Credit
  • Multi-Asset Income


Fixed Income

  • US Broad Market
  • Short Duration
  • Intermediate Duration
  • Core
  • Core Plus
  • Multisector
  • Global
  • Global Bond
  • Global Credit
  • Global Debt Unconstrained
  • Global High Yield
  • Emerging Markets (EM)
  • EM Corporate Debt
  • EM Debt Local Currency
  • EM Short Duration Credit
  • Sector Specific
  • Senior Loans
  • Corporates
  • High Yield
  • Securitized
  • LDI Strategies
  • Custom LDI Solutions
  • Long Duration Corporate
  • Long Duration Credit
  • Long Duration Gov't Credit


Alternatives

  • Long/Short Credit
  • Absolute Return
  • Long/Short Equity

Certain products are not available to all investors and may be offered only to qualified investors.

Loomis Sayles's services and products managed by Loomis Sayles are only available in the United Kingdom to professional clients. This document is communicated in the UK to such persons by Loomis Sayles Investments Limited (LSIL) which is authorised and regulated by the Financial Conduct Authority. The services and products discussed are provided by Loomis, Sayles & Company, L.P., which is an SEC-registered investment adviser, and its affiliates including LSIL, and may not be covered by UK regulatory protections.

Also a signatory to the Principals for Investors in Inclusive Finance (PIIF), a responsible investment framework housed within the PRI initiative for investors focused on expanding access to affordable and responsible financial products and services to those traditionally excluded.

*Includes the assets of both Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.

LS | Loomis Sayles and THINK BROADLY. ACT DECISIVELY. are a trademark of Loomis, Sayles & Company, L.P. registered with the US Patent and Trademark Office.