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 263.2* Billion at 31/12/2023
Funds and their amounts
color in donut |
fund |
amount |
| US Mutual Funds | £71.6B |
|
| US Separate Accounts | £137.2B |
|
| Non-US Mutual Funds | £28.5B |
|
| Non-US Separate Accounts | £25.9B |
|
A culture defined by our unwavering commitment to clients.
Loomis Sayles at a Glance
FOUNDED 1926
ASSETS*
GBP £263.2 billion at 31/12/2023
EMPLOYEES
889 as of 31/12/2023
VEHICLES
Mutual Funds, Hedge Funds, Institutional Separate Accounts, Collective Trusts
LEADERSHIP
Kevin Charleston, Chairman & CEO Matthew Eagan, Co-Head & Portfolio Manager, Full Discretion Daniel J. Fuss, Vice Chairman John Gidman, Chief Operating Officer Aziz Hamzaogullari, Chief Investment Officer, Growth Equity Strategies Maurice Leger, Director of Global Institutional Services Jean Loewenberg, General Counsel Richard Raczkowski, Co-Head & Portfolio Manager, Relative Return John Russell, Head of Human Resources Susan Sieker, Chief Financial Officer Elaine Stokes, Co-Head & Portfolio Manager, Full Discretion David Waldman, Chief Investment Officer Domestic
- Boston
- Detroit
- San Francisco
- Chicago
Investment Capabilities
Equity
- Large Cap
- Large Cap Growth
- All Cap Growth
-
- Small Cap
- Small Cap Growth
- Small Cap Value
- Global
- Global Equity
- Global Growth
- Small/Mid Cap
- Mid Cap Growth
- Small/Mid Cap Growth
- Small/Mid Cap Core
- EAFE
- International Growth
-
-
- Emerging Markets
- Global Emerging
Markets Equity
Multi-Asset
Fixed Income
- 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
- Asia Credit
- EM Debt Blended
- Sector Specific
- Senior Loans
- Corporates
- High Yield
- Inflation Protected
- Securitized
- Active Treasury
- LDI Strategies
- Custom LDI Solutions
- Long Duration Corporate
- Long Duration Credit
- Long Duration Gov't Credit
-
- Municipals
- Short
- Intermediate
- Medium
- Crossover
Alternatives
Private Credit
- Investment Grade Private Credit
-
- Opportunistic Private Credit
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.
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 263.2* Billion at 31/12/2023
Funds and their amounts
color in donut |
fund |
amount |
| US Mutual Funds | £71.6B |
|
| US Separate Accounts | £137.2B |
|
| Non-US Mutual Funds | £28.5B |
|
| Non-US Separate Accounts | £25.9B |
|
Loomis Sayles at a Glance
FOUNDED 1926
ASSETS*
GBP £263.2 billion at 31/12/2023
EMPLOYEES
889 as of 31/12/2023
VEHICLES
Mutual Funds, Hedge Funds, Institutional Separate Accounts, Collective Trusts
LEADERSHIP
Kevin Charleston, Chairman & CEO Matthew Eagan, Co-Head & Portfolio Manager, Full Discretion Daniel J. Fuss, Vice Chairman John Gidman, Chief Operating Officer Aziz Hamzaogullari, Chief Investment Officer, Growth Equity Strategies Maurice Leger, Director of Global Institutional Services Jean Loewenberg, General Counsel Richard Raczkowski, Co-Head & Portfolio Manager, Relative Return John Russell, Head of Human Resources Susan Sieker, Chief Financial Officer Elaine Stokes, Co-Head & Portfolio Manager, Full Discretion David Waldman, Chief Investment Officer A culture defined by our unwavering commitment to clients.
Domestic
- Boston
- Detroit
- San Francisco
- Chicago
Investment Capabilities
Equity
- Large Cap
- Large Cap Growth
- All Cap Growth
-
- Small Cap
- Small Cap Growth
- Small Cap Value
- Global
- Global Equity
- Global Growth
- Small/Mid Cap
- Mid Cap Growth
- Small/Mid Cap Growth
- Small/Mid Cap Core
- EAFE
- International Growth
-
-
- Emerging Markets
- Global Emerging
Markets Equity
Multi-Asset
Fixed Income
- 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
- Asia Credit
- EM Debt Blended
- Sector Specific
- Senior Loans
- Corporates
- High Yield
- Inflation Protected
- Securitized
- Active Treasury
- LDI Strategies
- Custom LDI Solutions
- Long Duration Corporate
- Long Duration Credit
- Long Duration Gov't Credit
-