Buy & Maintain Philosophy

Rigorous and fundamentally driven credit analysis is the cornerstone of our investment philosophy that can identify attractive longer-term investment opportunities and help avoid downgrades and default losses.

Dedicated Resources

Loomis Sayles has a central investment team, Custom Income Strategies (CIS), dedicated to specialized mandates - including buy & maintain.

Assets Under Management

As of March 31, 2023, Loomis Sayles manages $9.7 billion in buy & maintain and related assets. Loomis Sayles has managed buy & maintain and related assets since 2013.

Investment Strengths We believe the expertise we bring to credit selection backed by the firm’s team of more than 50 credit research analysts, portfolio construction and customization set our strategy apart.

Customization

Customization is the hallmark of buy & maintain, and portfolios can be tailored to clients’ investment guidelines and are often constructed to meet specific objectives.

	Account Fundings New Mandates Cap Adds Transitions		A Range of Solutions Low Turnover Cash Flow Matching Buy & Maintain
	Asset Classes Bank Loans Emerging Market Debt Global Fixed Income High Yield and Investment Grade Corporates		Client Type Corporate Insurance Multi-Employer Public
	Client Domicile Germany France Japan South Korea Taiwan United States United Kingdom

There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.

These views are as of the date indicated and are subject to change any time without notice.