Global Allocation
Overview
Strategy Details
35% Bloomberg Global Aggregate Index
Available Vehicles
- Institutional Separate Account
- Mutual Fund
Portfolio Managers
Matt Eagan, CFA
Portfolio Manager, Head of Full Discretion
David Rolley, CFA
Co-Head of the Global Fixed Income Team, Portfolio Manager
Eileen Riley, CFA
Portfolio Manager, Co-Head of Global Equity Opportunities
Lee Rosenbaum
Portfolio Manager, Co-Head of Global Equity Opportunities
About the Team
Deep experience and fundamental research that drive sustainable, risk-adjusted returns over the long-term.
Investment Strategy
- Capital is allocated among global equities, US fixed income, and non-US fixed income by leveraging forward looking bottom-up fundamental research
- The strategy is free from artificial constraints such as sector, style, or geography. The full capital structure across the globe is canvassed to identify securities supported by multiple return levers
- A best-ideas approach that focuses on security specific risk and seeks to minimize market risk
- Fixed income is employed as an alpha driver, and seeks to enhance overall portfolio performance while also potentially providing diversification benefits
Composite Performance
Cumulative Total Return (%)
As of 9/30/2025| Period | Gross | Net | Index |
|---|---|---|---|
| 3 Months | 4.40% | 4.26% | 5.20% |
| Year-To-Date | 10.49% | 10.04% | 15.04% |
Annualized Total Return (%)
As of 9/30/2025| Period | Gross | Net | Index |
|---|---|---|---|
| 1 Year | 8.47% | 7.88% | 12.31% |
| 3 Years | 19.16% | 18.53% | 17.12% |
| 5 Years | 8.57% | 8.05% | 8.50% |
| 10 Years | 10.35% | 9.86% | 8.57% |
| Since 6/30/1996 | 10.26% | 9.62% | 6.77% |
Period Performance (%)
As of 9/30/2025| Year | Gross | Net | Index |
|---|---|---|---|
| 2024 | 13.57% | 12.96% | 10.79% |
| 2023 | 23.74% | 23.08% | 16.64% |
| 2022 | -22.46% | -22.78% | -17.18% |
| 2021 | 15.46% | 15.00% | 10.26% |
| 2020 | 16.38% | 15.91% | 14.73% |
| 2019 | 28.22% | 27.71% | 19.98% |
| 2018 | -4.26% | -4.65% | -6.09% |
| 2017 | 23.45% | 22.94% | 18.34% |
| 2016 | 5.64% | 5.20% | 6.37% |
| 2015 | 2.58% | 2.09% | -2.10% |
Documents
Important Disclosures
Performance data shown represents past performance and is no guarantee of future results. Current performance may be lower or higher than quoted. Returns are shown in US dollars and are annualized for one and multi-year periods. Gross returns are net of trading costs. Net returns are gross returns less effective management fees.
KEY RISKS: Equity Risk, Market Risk, Non-US Securities Risk, Liquidity Risk Investing involves risk including possible loss of principal.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
Diversification does not ensure a profit or guarantee against a loss.
Investment vehicles may not be available to all investors and are subject to eligibility.
The Composite includes all discretionary separate and commingled accounts with market values greater than $50 million managed by Loomis Sayles with balanced investment objective guidelines seeking a global equity strategy that also incorporate high conviction domestic and foreign fixed income in an effort to capitalize on opportunity, generate attractive risk return characteristics and increase yield potential. The Composite inception date is July 1, 1996. The Composite was created in April 2007.
Source: MSCI. Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI’s express written consent.