
About Loomis Sayles
Our mission is to be a trusted fiduciary partner to our clients, helping them achieve their financial objectives through disciplined investment processes that seek superior long-term performance and exceptional investment solutions.
1926
Founded on trusted investment management
$425B
AUM as of 9/30/2025*
*Assets of Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC.
841
Employees as of 9/30/2025 āØincluding subsidiaries
14
Distinct investment teams, āØeach with tailored strategies
The Difference is Active Management
When you win, we win ā thatās why our investment teams, designated as āAlpha Engines,ā take an active approach to portfolio management, monitoring ever-shifting economic conditions for opportunities that outperform market indices.
Our active approach is backed by expert analysis, scenario planning, proprietary research, and market insights that help to ensure informed, flexible investment decisions.

What Sets Our Approach ApartāØ
Through a mixture of tenure, research, and lasting philosophy, we stay true to our mission to create measured investment solutions for dynamic markets.
History
Since 1926, weāve navigated market influencers to build a reputation of resilience, adaptability, and innovative technology.
Mission, Vision, Values
We believe client outcomes come first. We foster a deeply engaged culture by focusing on transparency, humility, and performance integrity.
Philosophy
Investment autonomy in a unified firm. Our alpha engines balance consistency and independence while using distinct strategies to realize long-term success.
The Alpha Engine Model that Drives Results
Our Alpha Engines operate under independent philosophies, designed to give clients a diversity of strategies and solutions that can be tailored to your portfolioās distinct needs.
Relative Return
A comprehensive fixed income platform powered by seasoned investors and focused, benchmark aware inv…
Growth Equity Strategies
Long-term, patient investors who strategically allocate capital only to those select high-quality bu…
Full Discretion
High-conviction, active credit investors focused on results….
Global Fixed Income
Offering consistent and competitive risk-adjusted returns to our clients for decades….
Disciplined Alpha
Using rigorous research and consistent systematic risk management to identify relative value opportu…
Mortgage and Structured Finance
Diversified alpha through global asset-based investing….
Global Equity Opportunities
Deep experience and fundamental research that drive sustainable, risk-adjusted returns over the long…
Alpha Strategies
A multi-asset investment platform built on the integration of fundamental insight and quantitative i…
Municipal Bond
Seeking attractive relative value within the investment grade municipal bond universe through a disc…
Specialty Growth Strategies
A lower volatility approach to high growth investing….
Emerging Markets Debt
Focused on issuer selection as the key to unlocking alpha across sovereign, corporate and local curr…
Euro Credit
Our active, conservative alpha investment process aims to capitalize on inefficiencies in the euro-d…
Small Cap Value
Backed by decades of equity expertise, we combine deep research with a disciplined bottom-up approac…
Private Credit
Investment grade private credit solutions for global institutional investors….
*Includes accounts that may also be counted as part of other strategies.
Alpha: a measure of risk-adjusted performance. A positive alpha indicates outperformance and negative alpha indicates underperformance relative to the strategy’s level of systematic risk. “Alpha engine” alludes to efforts to promote positive risk-adjusted excess return.
Any investment that has the possibility for profits also has the possibility of losses, including loss of principal.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.

Make an Impact, at Loomis Sayles
If youāre looking for a diverse, innovative, results-driven culture to grow your career, weād love to talk. Joining Loomis Sayles means joining a collaborative team where your insights shape the strategies we use everyday to impact market outcomes.