Small/Mid Cap Managed Accounts
Leveraging decades of equity experience, the Small/Mid Cap team’s managed account takes a disciplined long-term approach with a repeatable investment process that seeks higher quality businesses that are trading at a discount to intrinsic value. The strategy focuses on quality, valuation and diversification which has led to persistent risk/reward exposure and less volatility than the Russell 2500 TM Index.
$261.3M
Total Managed Account Assets
25+
Average Years of Experience
Numbers as of 9/30/2025
Meet the Managers
For more than 25 years, the Loomis Sayles Small Cap Value team has focused on seeking to identify attractive investment opportunities.
Why SMID Managed Accounts?
Consistent, Long-Term Approach to Small/Mid Cap Investing
The small/mid cap strategy seeks to deliver a stable risk profile with a goal of consistent performance with attractive relative and risk-adjusted returns.
Focus on Quality
Broad diversification and higher quality approach has generally led to a favorable downside capture / capital preservation in negative markets.
Low Turn Over
The strategy practices patience with a long- term investment horizon. They take a low turnover approach that may appeal to tax sensitive investors.
How We Invest
Quality
Businesses we believe have competitive advantages (moat), growth of enterprise value over time and capable management teams
Inefficiencies
Catalyst
Filter:
Clear All1 Managed Account
| Product Name | Team |
|---|---|
| Small/Mid Cap with Managed Accounts | Small Cap Value / Small Mid Cap Core |
Recent Thought Leadership
Global Fixed Income: Outlook & Strategy
The Loomis Sayles Global Fixed Income Team publishes a monthly market outlook & strategy to offer perspectives on the market's movements.
It’s not just what we own – it’s how we’ve owned it.
True long-term investing isn’t about avoiding volatility—it’s about owning great companies through it. Learn about the Loomis Sayles Growth Equity Strategies Team's[…]
Loomis Sayles Core Plus Full Discretion: A Differentiated Approach
After an extended period of low interest rates, the yield reset in 2022 has investors re-thinking their approach to “core” fixed income[…]
Managed account resources
Korem ipsum dolor sit amet, consectetur adipiscing elit. Nunc vulputate libero et velit interdum, ac aliquet odio mattis.
Contact the Insurance Solutions team
Reach out—our Insurance solutions teams are ready to discuss how we can create tailored solutions for you. We look forward to hearing from you.
Colin Dowdall, CFA
Head of Global Insurance Solutions
Kate Sheehan
Manager, Media Relations
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
This marketing communication is provided for informational purposes only and should not be construed as investment advice. Investment decisions should consider the individual circumstances of the particular investor. Any opinions or forecasts contained herein, reflect the subjective judgments and assumptions of the authors only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There is no assurance that developments will transpire as forecasted and actual results will be different. Information, including that obtained from outside sources, is believed to be correct, but we cannot guarantee its accuracy. This information is subject to change at any time without notice.
Key Risks: Equity Risk, Market Risk, Non-US Securities Risk, Liquidity Risk.
Investing involves risk including possible loss of principal.
Any opinions or forecasts contained herein reflect the current subjective judgments and assumptions of the Growth Equity Strategies Team only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. This information is subject to change at any time without notice.
Commodity, interest and derivative trading involves substantial risk of loss.
Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
Diversification does not ensure a profit or guarantee against a loss.
Market conditions are extremely fluid and change frequently.
Past performance is no guarantee of future results.
NIM-02212025-sbiqncsc