Leadership

Our leadership team blends unmatched expertise with a commitment to integrity, driving the future of investment.

Kevin P. Charleston

Kevin P. Charleston

Chairman and Chief Executive Officer
Kevin Charleston is Chairman of the Board of Directors and Chief Executive Officer at Loomis, Sayles & Company. […]
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The Teams Behind Our Investments

Our Alpha Engines operate under independent philosophies that allow them to uncover distinct opportunities, all with a shared focus on seeking alpha

$135.4B TOTAL AUM as of (09/30/2025)

Relative Return

A comprehensive fixed income platform powered by seasoned investors and focused, benchmark aware investment strategies…

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$97.4B TOTAL AUM as of (09/30/2025)

Growth Equity Strategies

Long-term, patient investors who strategically allocate capital only to those select high-quality businesses with sustainable growth that offer the…

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$85.6B TOTAL AUM as of (12/31/2025)

Full Discretion

High-conviction, active credit investors focused on results…

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$36.9B TOTAL AUM as of (09/30/2025)

Global Fixed Income

Offering consistent and competitive risk-adjusted returns to our clients for decades…

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$26.6B TOTAL AUM as of (09/30/2025)

Disciplined Alpha

Using rigorous research and consistent systematic risk management to identify relative value opportunities across bonds and sectors to drive alpha…

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$19.1B* TOTAL AUM as of (09/30/2025)

Mortgage and Structured Finance

Diversified alpha through global asset-based investing…

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$10.1B* TOTAL AUM as of (09/30/2025)

Global Equity Opportunities

Deep experience and fundamental research that drive sustainable, risk-adjusted returns over the long-term…

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$9.0B* TOTAL AUM as of (09/30/2025)

Alpha Strategies

A multi-asset investment platform built on the integration of fundamental insight and quantitative innovation…

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$6.6B TOTAL AUM as of (09/30/2025)

Municipal Bond

Seeking attractive relative value within the investment grade municipal bond universe through a disciplined, research driven and risk-managed…

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$5.6B TOTAL AUM as of (09/30/2025)

Specialty Growth Strategies

A lower volatility approach to high growth investing…

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$4.0B TOTAL AUM as of (09/30/2025)

Emerging Markets Debt

Focused on issuer selection as the key to unlocking alpha across sovereign, corporate and local currency markets…

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$4.0B TOTAL AUM as of (09/30/2025)

Euro Credit

Our active, conservative alpha investment process aims to capitalize on inefficiencies in the euro-denominated credit market…

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$2.8B TOTAL AUM as of (09/30/2025)

Small Cap Value / Small Mid Cap Core

Backed by decades of equity expertise, we combine deep research with a disciplined bottom-up approach…

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$460M TOTAL AUM as of (09/30/2025)

Private Credit

Investment grade private credit solutions for global institutional investors…

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*Includes accounts that may also be counted as part of other strategies.