Manager Insight

Buy and Maintain

Buy & Maintain Philosophy

Loomis Sayles' buy & maintain strategies are fundamentally driven strategies that seek to provide a high level of diversification and preservation of capital, while minimizing credit events in the portfolio. To achieve client objectives we combine Loomis Sayles' bottom-up fundamental credit research with specific parameters such as cash flow needs, yield and/or return targets within our rigorous portfolio construction process.

Assets Under Management

As of December 31, 2020, Loomis Sayles manages $11.8 billion in buy & maintain and related assets. We have a history of managing custom solutions and can tailor to different investment styles.

Buy & Maintain Is One Approach In A Range Of Solutions

Our Strengths

Renowned credit research capabilities - Loomis Sayles has long been known for its credit research expertise and has utilized a proprietary credit rating system since the 1930s. This security-specific approach is complemented with macro, sovereign, securitized and quantitative research.

Implementation Expertise

Our traders are experienced investment professionals who specialize by sectors within the fixed income market, allowing for in-depth focus on relative value analysis, market technicals, trends, and alpha generation. They are part of the sector teams, which provides continuous collaboration between portfolio managers, strategists, research analysts and traders.

Client Focus

We place a high priority on providing effective client service through an experienced and dedicated team that is tailored to each client’s needs. We have a long history of managing custom solutions for our clients.

Integrated Portfolio Construction and Risk Management

We believe that the combination of fundamental and quantitative research can help provide a strong advantage to our investment process and allows us to leverage the insights across the organization into a robust investment platform.

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.