Disciplined Alpha
Through rigorous research and consistent systematic risk management, we look for relative value opportunities across bonds and sectors to drive alpha generation.
$26.6B
Assets Under
Management
16
Investment professionals
22+
Average years of investment industry experience
Numbers as of 09/30/2025
An intense focus on relative value investing is at the heart of our investment philosophy.
We strive to gain an edge through rigorous research and superior use of market information, seeking to add value for clients through thoughtful security selection and dynamic portfolio rotation toward the most compelling opportunities available.
Risk management is essential to our process. Security selection
decisions are made using the team’s risk-adjusted framework concept of portfolio impact (PI).
Our Approach
The team’s investment process is designed to consistently deliver alpha versus the benchmark through rigorous research, a focus on relative value across bonds and sectors, and a systematic approach to risk management. The team applies this disciplined framework primarily to high-grade bonds, constructing portfolios where alpha is expected to come from security selection rather than from duration, yield curve, or sector bets.
Structured & Repeatable Process
A hallmark of the strategy is its structured and repeatable process, supported by robust risk management tools that help ensure portfolios remain aligned with predefined risk parameters. This integration of process and oversight enables the team to maintain consistency and transparency in portfolio construction while adapting dynamically to changing market conditions.
Sector-Specialist Structure
The sector-specialist structure of the team is another key differentiator. Specialists dedicated to credit, structured products, and mortgage-backed securities leverage the extensive research capabilities of the Loomis Sayles credit and securitized sector teams. This collaboration provides deep insight into issuer fundamentals and market dynamics, forming the foundation for informed, high-conviction investment decisions.
The Disciplined Alpha Risk Tool (DART)
DART is a proprietary, fully integrated risk management system that provides the entire team with real-time visibility into portfolio exposures. By enhancing transparency and efficiency across the trading process, DART enables the team to precisely target, monitor, and manage risk at every level of the portfolio. Its highly customized reporting functionality further supports informed decision-making and refined portfolio construction—making DART a key differentiator in the team’s disciplined investment approach.
5 Strategies
| Strategy Name | Type | AUM | Inception Date |
|---|---|---|---|
| Core Disciplined Alpha | Fixed | $16.5 billion | 7/28/2010 |
| Corporate Disciplined Alpha | Fixed | $2.7 billion | 5/31/2013 |
| Intermediate Credit Disciplined Alpha | Fixed | $594.8 million | 10/1/2022 |
| Long Corporate Disciplined Alpha | Fixed | $3.1 billion | 6/30/2013 |
| Long Credit Disciplined Alpha | Fixed | $2.4 billion | 5/15/2017 |
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Meet the Team
Thought leadership and insights from the team
Auto Sector Under Pressure: Tariffs, Strategies and Outlook
Andrew Henwood, from the Loomis Sayles Disciplined Alpha Team, discusses the impact of tariffs on autos and evaluating credit risk in an[…]
Global Fixed Income: Outlook & Strategy
The Loomis Sayles Global Fixed Income Team publishes a monthly market outlook & strategy to offer perspectives on the market's movements.
Emerging Markets “Golden Era” Underpins Growth Story
With global banks frequently in the headlines, it’s important that credit investors recognize which factors are more likely to influence bond spreads[…]
Contact the Disciplined Alpha Team
Reach out—our teams are ready to discuss how we can create tailored solutions for you. We look forward to hearing from you.
Jonathan Kimbro, CAIA
Investment Director
Important Disclosure
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: Credit Risk, Interest Rate Risk, Inflation Risk, Liquidity Risk.
Investing involves risk including possible loss of principal.
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.