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 StrengthsWe 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.
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.