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.

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LS Corporate BrochureLoomis Sayles HistoryUS Loomis Sayles Firm OverviewWho We Are as Investors

Loomis Sayles at a Glance

1926

Founded

$310.3 B

Assets at 06/30/2023 *

878

Employees as of 06/30/2023 including subsidiaries

Assets Under Management

$310.3* billion at 06/30/2023

*Please note that fund and account values may not total to firm AUM due to rounding

Funds and their amounts
color in donut fund amount
US Mutual Funds$85.2B
US Separate Accounts$161.9B
Non-US Mutual Funds$32.3B
Non-US Separate Accounts$30.9B

Unwavering Commitment

Investing with Confidence & Humility

A culture defined by our unwavering commitment to clients.

Loomis Sayles is an Affiliate of Natixis Investment Managers

Natixis Investment Managers

Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis ranks among the world’s largest asset management firms 1 ($917.1/€802.1 billion AUM 2).

Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, LLC and Natixis Investment Managers S.A. Services/products are not available to all investors in all jurisdictions. Learn more

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Office Locations

Map of world with locations highlighted

Domestic

  • Boston
  • Chicago
  • Detroit
  • Minneapolis
  • San Francisco

International

  • London
  • Singapore
  • Utrecht

Loomis Sayles at a Glance

Leadership

Kevin Charleston

Chairman & CEO

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Matt Eagan

Co-Head & Portfolio Manager, Full Discretion

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Dan Fuss

Vice Chairman

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John Gidman

Chief Operating Officer

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Aziz Hamzaogullari

Chief Investment Officer, Growth Equity Strategies

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Maurice Leger

Head of Global Distribution

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Rebecca Radford

General Counsel

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Rick Raczkowski

Co-Head & Portfolio Manager, Relative Return

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John Russell

Head of Human Resources

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Susan Sieker

Chief Financial Officer

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Elaine Stokes

Co-Head & Portfolio Manager, Full Discretion

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David Waldman

Chief Investment Officer

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Vehicles

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

Investment Capabilities

Equity

Large Cap

  • Large Cap Growth
  • All Cap Growth

Small Cap

  • Small Cap Growth
  • Small Cap Value

Global

  • Global Equity
  • Global Growth

Small/Mid Cap

  • Mid Cap Growth
  • Small/Mid Cap Growth
  • Small/Mid Cap Core

International

  • International Growth

Emerging Markets

  • Global Emerging
    Markets Equity

Multi-Asset

  • Multi-Asset Credit
  • Multi-Asset Income
  • Global Allocation

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
  • Asia Credit
  • EM Debt Blended

Sector Specific

  • Senior Loans
  • Corporates
  • High Yield
  • Inflation Protected
  • Securitized
  • Active Treasury

LDI Strategies

  • Custom LDI Solutions
  • Long Duration Corporate
  • Long Duration Credit
  • Long Duration Gov't Credit

Municipals

  • Short
  • Intermediate
  • Medium
  • Crossover

Alternatives

  • Absolute Return
  • Long/Short Equity
  • Risk Premia

Private Credit

  • Investment Grade Private Credit
  • Opportunistic Private Credit

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.

Loomis Sayles Trust Company, LLC ("LSTC"), a wholly owned subsidiary of Loomis, Sayles & Company, L.P., received a charter to operate as a New Hampshire non-depository trust company from the New Hampshire Office of the Bank Commissioner on February 13, 2007. As of December 31, 2022, LSTC is trustee for and manages more than $33 billion in assets.