Jeff Schwartz, CFA

Biography

Jeffrey Schwartz is a Portfolio Manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Small Cap Value Fund, and the Loomis Sayles Small Cap Value and Small/Mid Cap Core strategies. In addition to his portfolio management responsibilities, he also maintains primary research coverage for the utilities sector and the transportation industry. Jeff joined Loomis Sayles from Palisade Capital Management in Fort Lee, NJ, where he was senior portfolio manager of a small cap strategy from late 2004 until 2012. Prior to Palisade, Jeff managed a small cap fund at Safeco Asset Management in Seattle, WA from 2003 until 2004. From 1992 until 2001, he was a senior portfolio manager and principal at Munder Capital Management in Birmingham, Michigan, most recently co-managing their microcap and small cap portfolios. Jeff earned a BA in mathematics from the State University of New York at Binghamton and an MBA from the University of Michigan. He is a CFA® charterholder.

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Disclosures

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. 

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_{CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.}