Loomis Sayles's mission is to be a trusted fiduciary partner to its clients, helping them achieve their financial objectives through disciplined investment processes that result in superior long-term performance and exceptional investment solutions. The firm strives to be one of the world’s premier active managers, placing client goals at the center of all actions.
Approach: Think Broadly. Act Decisively.
Alpha is a rare commodity, but there is more than one way to mine it. Loomis Sayles’s investment teams are empowered to pursue alpha in their own distinct ways. Backed by deep proprietary research and integrated risk analysis, every team looks to take prudent risks when deep insight creates a legitimate informational or analytical edge.
Fixed income: $252.2B Equity: $96.2B
Serving clients with integrity & a global perspective since 1926.
Research
The foundation of performance. Proprietary research lies at the heart of every Loomis Sayles investment strategy. More than half of the firm’s investment professionals are dedicated to this critical dimension of investment management. These dedicated experts provide the market and issuer-specific insight essential to supporting Loomis Sayles's investment teams across a wide range of investment strategies.
Funds
Loomis Sayles Core Plus Bond Fund
Loomis Sayles Fixed Income Fund
Loomis Sayles Global Allocation Fund
Loomis Sayles Global Bond Fund
Loomis Sayles Global Growth Fund
Loomis Sayles High Income Fund
Loomis Sayles Inflation Protected Securities Fund
Loomis Sayles Institutional High Income Fund
Loomis Sayles Intermediate Duration Bond Fund
Loomis Sayles Investment Grade Fixed Income Fund
Loomis Sayles Limited Term Government and Agency Fund
Loomis Sayles Senior Floating Rate and Fixed Income Fund
Loomis Sayles Small Cap Growth Fund
Loomis Sayles Small Cap Value Fund
Loomis Sayles Small/Mid Cap Growth Fund
Loomis Sayles Strategic Alpha Fund
Loomis Sayles Strategic Income Fund
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Assets under management (“AUM”) as of June 30, 2024. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.