Buy & Maintain

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 September 30, 2023, Loomis Sayles manages $12.8 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.

Custom Income Strategies

Sean Saia
Investment Director