Flexible Income
Seeks to maximize total return with the goal of enhancing income and reducing volatility
Overview
Strategy Details
Available Vehicles
- Institutional Separate Account
- Collective Investment TrustA collective investment trust is an institutional-only investment structure that is exclusively available to qualified retirement plans which meet certain eligibility requirements. A collective investment trust is not available to retail investors or the general public. For more information, qualified retirement plan sponsors should reach out to their Loomis Sayles Relationship Manager.
Portfolio Managers
Matt Eagan, CFA
Head of the Full Discretion Team, Portfolio Manager
36 years
Industry Experience
29 years
Tenure at Loomis Sayles
Scott Darci, CFA
Portfolio Manager and Convertibles & Equity Strategist
20 years
Industry Experience
18 years
Tenure at Loomis Sayles
About the Team
High-conviction, active credit investors focused on results.
Investment Strategy
- High conviction, active equity and credit manager
- Multi-asset strategy that seeks to maximize total return and offer competitive income
- Location in the credit cycle and estimated risk premium attractiveness will inform our allocations to US equities, high yield credit and investment grade credit, as well as our view on duration
Documents
Important Disclosures
KEY RISKS: Credit Risk, Issuer Risk, Interest Rate Risk, Liquidity Risk, Prepayment Risk and Extension 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.
Investment vehicles may not be available to all investors and are subject to eligibility.
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