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Alternative Strategies

Strategic Alpha Fund

Alternative Strategies

Loomis Sayles draws on its tradition of research-driven investing to develop alpha-seeking alternative strategies. Our process employs the firm’s top-down and bottom-up research expertise, collaborative culture, and sophisticated risk awareness capabilities. We foster communication among portfolio managers, research analysts and traders, an approach that promotes a holistic understanding of the factors driving global markets and individual securities. This insight helps our alternative strategies teams identify relative value and exploit idiosyncratic opportunities in their respective markets. Risk awareness is paramount to the investment process, and we seek a thorough understanding of the return drivers and risks embedded in our portfolios.

For more information concerning alternative strategies, including those offered only by private placement to qualified investors, please contact:

Emily Hannum, CAIA
VP, Institutional Sales
(610) 952-4850

John Meyer, CFA, CAIA, FRM
VP, Institutional Sales
(617) 346-9753



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Attribution reports for select mutual funds are available on individual fund pages. Attribution reports with additional related information and/or for other historical time periods for these and certain other funds are available upon request.