Select your local site for products and services by region

Americas
Latin America
United States
United States Offshore
Asia Pacific
Australia
Hong Kong
Japan
Singapore
Europe
Austria
France
Germany
Italy
Spain
United Kingdom
Location not listed?
International
Fixed income
Active fixed income investments uncover yield and value opportunities while mitigating risk. Tap into Natixis Investment Managers’ expertise.
September 18, 2024
Portfolio analysis & consulting
In-depth portfolio analysis to identify and measure sources and drivers of risk and return that can be applied to asset allocation in client portfolios.
Tools of the Trade
Tap into insights, portfolio analysis techniques, and educational tools to explore trends, navigate rapidly changing markets, and uncover opportunities.
Diversity, Equity and Inclusion
We continually work to create an environment that promotes diversity, equity and inclusion in all its forms, across gender, race, religion, sexual orientation, disability, ethnicity and background.
Loomis Sayles

Jeffrey Schwartz, CFA®

Loomis, Sayles & Company

Jeffrey Schwartz is a portfolio manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Small Cap Value and Small/Mid Cap Core strategies. In addition to his portfolio management responsibilities, he also maintains primary research coverage for the utilities sector and the transportation industry. Jeff joined Loomis Sayles from Palisade Capital Management in Fort Lee, NJ, where he was senior portfolio manager of a small cap strategy from late 2004 until 2012. Prior to Palisade, Jeff managed a small cap fund at Safeco Asset Management in Seattle, WA from 2003 until 2004. From 1992 until 2001, he was a senior portfolio manager and principal at Munder Capital Management in Birmingham, Michigan, most recently co-managing their microcap and small cap portfolios.

Jeff earned a BA in mathematics from the State University of New York at Binghamton and an MBA from the University of Michigan. He is a CFA® charterholder.

Fund managed

Loomis Sayles Small Cap Value Fund
Ticker
LSSCX
Small cap equity strategy that seeks to uncover higher quality businesses trading at a discount to intrinsic value using rigorous fundamental research.
Total net assets
$388.30 million
as of 10/09/2024
Morningstar category
Small Blend

Loomis, Sayles & Company

Performance-driven investment strategies backed by deep proprietary research and a system of integrated risk analysis.

CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, LLC and Natixis Investment Managers S.A. This material should not be considered a solicitation to buy or an offer to sell any product or service to any person in any jurisdiction where such activity would be unlawful.

1546575.4.1