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About Us



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 31/12/2017

US Mutual Funds £77

US Separate Accounts £71.9

Non-US Mutual Funds £21.8

Non-US Separate Accounts £27.8

TOTAL £198.5

Loomis Sayles at a Glance



GBP £198.5 billion at 31/12/2017


678 as of 31/12/2017


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


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

Investing with Confidence & Humility

A culture defined by our unwavering commitment to clients.

Serving Clients in 20 Countries Across 6 Continents


  • Boston
  • Detroit
  • San Francisco


  • London
  • Singapore

Investment Capabilities


  • 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 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
  • Inflation Protected
  • Securitized
  • LDI Strategies
  • Custom LDI Solutions
  • Long Duration Corporate
  • Long Duration Credit
  • Long Duration Gov't 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.