Joe Gatz is a portfolio manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Small Cap Value Fund, and the Loomis Sayles Small Cap Value and Small/Mid Cap Core strategies. In addition to his portfolio management responsibilities, Joe also maintains primary research coverage for several holdings within both strategies, with an emphasis on special situations, as well as industrials, technology and healthcare. He joined Loomis Sayles in 1999 as a mid-cap value equity portfolio manager, and was promoted to lead the small/extended/mid-cap value team in early 2000. Prior to Loomis Sayles, Joe was a portfolio manager at Banc One Investment Advisors. He started his investment industry career at National Bank of Detroit (NBD).
Joe earned a BA from Michigan State University and an MBA from Indiana University.
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
$381.44 million
as of 11/01/2024
Morningstar category
Small Blend
Loomis, Sayles & Company
Performance-driven investment strategies backed by deep proprietary research and a system of integrated risk analysis.
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1545874.4.1