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Alternative Investors

Loomis Sayles draws on a tradition of research-driven investing to develop alpha-seeking alternative strategies. Our process employs the firm’s top-down and bottom-up research expertise, collaborative culture, and sophisticated risk awareness capabilities. We foster communication among portfolio managers, research analysts and traders, an approach that promotes a holistic understanding of the factors driving global markets and individual securities. This insight helps our alternative strategies teams identify relative value and exploit idiosyncratic opportunities in their respective markets. Risk awareness is paramount to the investment process, and we seek a thorough understanding of the return drivers and risks embedded in our portfolios.

Our alternative strategies were born out of client demand for increased risk management and alpha-generation capabilities. Today, sophisticated quantitative and risk analysis combines with a rich tradition of fundamental research to create alternative investment solutions for investors. Our multidisciplinary approach and deep operational resources help differentiate our process.

Orr Shepherd, CFA, CAIA
VP, Director of Public Funds, Alternatives and Custom Strategies
(617) 310-3636

Emily Hannum, CAIA
VP, Institutional Sales
(610) 952-4850

John Meyer, CFA, CAIA
VP, Institutional Sales
(617) 346-9753