UAT Alternative Strategies

Loomis Sayles’ alternatives strategies were born out of client demand for increased risk management and alpha-generation capabilities. Today, sophisticated quantitative and risk analysis combines with a rich tradition of fundamental research to create alternative investment solutions for investors. Our multidisciplinary approach and deep operational resources help differentiate our process.

Entrepreneurial – Alternative product teams are afforded autonomy and flexibility to demonstrably isolate and seek alpha.

Infrastructure – Empowered portfolio managers express their ideas through our robust operational resources. Risk management across trading, valuation, legal and corporate governance form the pillars of our alternatives platform.

Our Strategies

We apply our global market insight to deliver alternative investment strategies designed to address client-specific needs.

Long/Short Equity: A culture of entrepreneurial independence informs the development of hedged equity strategies. Our strategies represent the confluence of intellectual capital and market opportunity and are born from the same research intensive alpha engines that drive as long only strategies.

  • Long/Short US Equity
  • Long/Short EM Equity

Absolute Return: These strategies seek to generate a positive return, independent of the market environment. Our approach focuses on absolute volatility and drawdown, rather than risk relative to a traditional benchmark, and seeks a low correlation to traditional fixed income and equity allocations.

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