Loomis, Sayles & Company

Loomis, Sayles & Company L.P. is an American investment management firm based in Boston. As of March 31, 2021, Loomis Sayles has roughly $347.8 billion in assets under management.[1]

Loomis Sayles & Company
TypeSubsidiary
Founded1926
Headquarters
Boston, MA
,
United States
Key people
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
AUMDecrease $282 billion (Dec 2022)
ParentNatixis Investment Managers

Loomis Sayles was founded in 1926 by Robert H. Loomis and Ralph T. Sayles.[2] In 2000, it was acquired by Natixis Global Asset Management.[3]

Products

Loomis Sayles offers a variety of products for institutional investor and retail investors. It has institutional clients in 20 countries across six continents. Vehicles include Mutual Funds, Institutional Separate Accounts, Exchange Traded Funds, Managed Accounts, Hedge Funds, Collective Trusts and Other Private Placements.

Strategy

Loomis Sayles has experimented with a variety of styles, notably including bottom-up, quantitative, and macro.[4]

References
  1. "Firm Website". Loomis Sayles. Retrieved March 31, 2021.
  2. "Form ADV, Part 2A Brochure September 10, 2014 for Loomis, Sayles & Company L.P." (PDF). Businessweek. Retrieved 31 May 2013.
  3. "MFWire: Loomis Sayles Funds". www.mfwire.com. Retrieved 2020-03-16.
  4. MoreoloFebruary 2016, Carlo Svaluto. "Strategically speaking: Loomis Sayles". IPE. Retrieved 2020-03-16.


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