Information on Fraud Attempts

We would like to draw your attention to the fact that Natixis Investment Managers and its affiliated companies, like all firms, are regularly targeted by malicious individuals through attempts at fraud, various scams, and extortion attempts, particularly through identity theft, the creation of fake email addresses, offers of fake financial products, cryptocurrencies, etc. For more information, please click on this link.

Subscribe Contact us
Back to role selection

Select your role to continue or go back to the Natixis Investment Managers homepage

Institutional

I consult or invest on behalf of a financial institution.

Select role

Intermediary

I invest on behalf of clients.

Select role

Select your local site for products and services by region

Americas

Asia Pacific

Europe

Location not listed?

View investments

Capabilities

Find out more about our investment capabilities

Services

Find out more about the full scope of our solutions offering

Echoes
Echoes
History doesn’t repeat itself, but it often echoes. Some echoes fade. Others become signals.
Find out more
View fund explorer

Funds

Search for funds, documents, and notifications

Funds by asset class

Search for funds within each asset class

Funds by investment manager

Find funds run by each of our affiliated investment managers

View latest Insights

Insights by asset class

Gain our perspectives and investment thinking across each asset class

News and insights

Get deep insight and expert views on the forces shaping financial markets

Featured topics

Browse the latest views by topic

About us

Who we are

Find out more about who we are and how we might be able to help

Investor sentiment

Discover the latest insights from the center for investor insight

Contact

Have an enquiry? Find the right person to contact

100 years and still active

A journey through a century of commitment

Loomis Sayles & Company celebrates 100 years of helping clients achieve their investment goals.

Loomis Sayles has been guided by a single purpose for 100 years – helping clients achieve their goals with clarity and confidence. Founded in 1926, in Boston, USA, by four visionary investors: A. Vere Shaw, Ralph T. Sayles, Robert H. Loomis and Arthur B. Nichols to provide independent, research-driven investment counsel to its clients. Loomis Sayles, which joined Natixis Investment Managers’ network of affiliated investment managers in 2000, offers a broad range of investment strategies and solutions to clients around the world.

AUM

$431 billion*

AUM
Global employees

837

Global employees
Expertise

Expertise

Actively managed equity, fixed income, multi-asset and alternative investments

Meet our experts in Geneva

Date & time: May 21st at 12:00

Location: Mandarin Oriental Hotel, Geneva

Register here (limited spots)

This event will showcase Loomis Sayles' culture and its crucial role in driving long-term performance. We will also review recent successes and share our outlook for the future.

Kevin Charleston, Chairman and CEO, will attend and be available to discuss and answer your questions.

Aziz Hamzaogullari, Founder and CIO of the Growth Equity Strategies team*, for a rare European appearance. He will discuss his investment approach's evolution and how his philosophy has navigated market cycles and volatility, using concrete examples.

David Waldman, CIO, will then lead a discussion on Loomis Sayles' tools for identifying and tracking alpha sources in fixed income and equity.

 

Featured Speakers - Loomis, Sayles & Company

Kevin Charleston

Kevin Charleston is Chairman of the Board of Directors at Loomis, Sayles & Company. He is also Chairman & Chief Executive Officer. Kevin began his investment industry career in 1988 and joined Loomis Sayles in 2000. He was previously Chief Financial Officer and then Chief Executive Officer in 2015. Prior to Loomis Sayles, Kevin was manager of financial operations at Nvest Companies, L.P., where he was responsible for all management and public reporting. He joined Nvest Companies as a senior financial analyst in 1993, was appointed assistant treasurer and manager of financial planning in 1995, and promoted to senior vice president and treasurer in 1996. During his tenure at Nvest he played an important role in the firm’s acquisition activities, the design of affiliate compensation plans, and the review of affiliate business plans. Kevin began his career at The Boston Company, first as a senior financial analyst and later as manager of the financial planning and cost accounting departments. He earned a BA from Trinity College and an MBA from Boston University.

 Aziz Hamzaogullari, Founder, CIO & Portfolio Manager of the Growth Equity Strategies

Aziz Hamzaogullari is the Founder and Chief Investment Officer of the Growth Equity Strategies Team at Loomis, Sayles & Company. He is the Portfolio Manager of the Loomis Sayles Large Cap Growth, All Cap Growth, Global Growth and International Growth long-only strategies as well as the Long/Short Growth Equity strategy. Offerings include the Loomis Sayles Growth, Global Growth and International Growth mutual funds and products outside the US. He is also a member of the firm’s Board of Directors.

Aziz joined Loomis Sayles in 2010 from Evergreen Investments where he was a senior portfolio manager and managing director. Aziz joined Evergreen in 2001, was promoted to director of research in 2003 and portfolio manager in 2006. He was head of Evergreen’s Berkeley Street Growth Equity team and was the founder of the research and investment process. Prior to Evergreen, Aziz was a senior equity analyst and portfolio manager at Manning & Napier Advisors. He has 32 years of investment industry experience.

Aziz is a member of the Board of Trustees at Dana Hall School in Wellesley, Massachusetts. He earned a BS from Bilkent University, Türkiye, and an MBA from George Washington University. Aziz is also a CFA® charterholder and a member of the CFA Society of Boston.

David Waldman

David Waldman is the Chief Investment Officer of Loomis, Sayles & Company. He oversees the firm’s diverse investment teams across fixed income and the Small Cap, Emerging Market and Global Equity Opportunities Teams in equity. In addition, David oversees the firm’s centralized resources, including Trading, Sustainability, Investment Risk Management and the Credit, Applied Integrated Quant (Applied IQ), and Macro Strategies Research Groups. He is also a member of the firm’s Board of Directors.

David joined Loomis Sayles in 2007 as Director of the Applied IQ Team. He was promoted to Deputy CIO in 2013 and to CIO in 2021. He has 37 years of investment industry experience. David spent his early career as a fixed income portfolio manager with Goldman Sachs Asset Management and Lazard Freres Asset Management. He later joined Putnam Investments, where he was a  senior portfolio manager and director of fixed income quantitative research. He earned an undergraduate degree in economics from Stanford University and an MBA in finance from New York University.

Celebrating 100 years of investment excellence

Discover the culture, conviction and unwavering commitment to clients that define Loomis Sayles.

Kevin Charleston
This centennial is a chance to reflect upon and reaffirm the principles that have guided us since 1926. Our founders’ mission to deliver outstanding investment results for clients through independent, high-conviction analysis remains at the core of our work. From the start, they knew contrarian thinking was our true value proposition—and contrarian thinking begins with an analytical edge.”
– Kevin P. Charleston, Chairman & Chief Executive Officer
As investors, we have to train ourselves to remember that risk is always present – it’s just that some days, it seems like it’s not. Therefore, we take a structural, permanent approach to risk mitigation when allocating capital.”
– Aziz Hamzaogullari, Founder, Chief Investment Officer & Portfolio Manager, Growth Equity Strategies Team
Kevin Charleston
Kevin Charleston
At Loomis Sayles, we ensure research is actionable – delivered timely to managers. Our teams must operate before full information is in the price. Achieving optimal uncertainty – enough information to act, not so much that value is gone – is key.”
– David W Rolley, Portfolio Manager & Co-team Leader for Global Fixed Income, Loomis Sayles & Company

More insights from Loomis Sayles’ investing experts

4 ways to play the long game in AI
4 ways to play the long game in AI
How Loomis Sayles, Harris | Oakmark, WCM and Vaughan Nelson invest in the biggest narrative of the decade through a disciplined bottom-up approach.
Part 2: Is there more to China’s housing woes than meets the eye?
The second half of a recent discussion between Mabrouk Chetouane, Head of Global Market Strategy, Natixis IM Solutions and Bo Zhuang, global macro strategist, Asia, from Loomis Sayles.
Part 1: All eyes turn to the US-China relationship
Mabrouk Chetouane, Head of Global Market Strategy, Natixis IM Solutions and Bo Zhuang, global macro strategist, Asia, from Loomis Sayles delve into the immediate ramifications of Trump’s tariff policy and their potential longer-term impacts

* Source: Loomis Sayles, as of 12/31/2025

 

Marketing communication. This material is provided for informational purposes only and should not be construed as investment advice. Views expressed in this article as of the date indicated are subject to change and there can be no assurance that developments will transpire as may be forecasted in this article. All investing involves risk, including the risk of loss. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. The reference to specific securities, sectors, or markets within this material does not constitute investment advice.

DR-76708