About Us



Think Broadly.
Act decisively.

Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, sustainable returns for clients.

Assets Under Management

US billion at 9/30/2017

US Mutual Funds $101.7

US Separate Accounts $94.1

Non-US Mutual Funds $28.1

Non-US Separate Accounts $37.5

TOTAL $261.3

Loomis Sayles at a Glance



US $261.3 billion at 9/30/2017


667 as of 9/30/2017


Mutual Funds, Hedge Funds, Institutional Separate Accounts, Collective Trusts


Kevin Charleston, Chairman & CEO
Daniel J. Fuss, Vice Chairman
Jae Park, CIO
David Waldman, Deputy CIO

Serving Clients in 20 Countries Across 6 Continents


  • Boston
  • Detroit
  • San Francisco


  • London
  • Singapore

Investment Capabilities


  • Large Cap
  • Large Cap Growth
  • All Cap Growth
  • Large Cap Value
  • Focused Value
  • Large Cap Core
  • Dividend Income
  • Global
  • Global Equity
  • Small/Mid Cap
  • Small/Mid Cap Growth
  • Small/Mid Cap Core
  • Small Cap
  • Small Cap Growth
  • Small Cap Value


  • Multi-Asset Credit
  • Multi-Asset Income

Fixed Income

  • Broad Market
  • Short Duration
  • Intermediate Duration
  • Core
  • Core Plus
  • Multisector
  • Global
  • Global Bond
  • Global Credit
  • Global Debt Unconstrained
  • Global High Yield
  • Emerging Markets (EM)
  • EM Corporate Debt
  • EM Debt Local Currency
  • EM Short Duration Credit
  • Sector Specific
  • Senior Loans
  • Corporates
  • High Yield
  • Inflation Protected
  • Securitized
  • LDI Strategies
  • Custom LDI Solutions
  • Long Duration Corporate
  • Long Duration Credit
  • Long Duration Gov't Credit


  • Absolute Return
  • Long/Short Equity

*Includes the assets of both Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.

LS | Loomis Sayles and THINK BROADLY. ACT DECISIVELY. are a trademark of Loomis, Sayles & Company, L.P. registered with the US Patent and Trademark Office.

Certain products are not available to all investors and may be offered only to qualified investors.