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Matt joined Loomis Sayles in 1997 as a fixed income research analyst for the multisector fixed income team and became a portfolio manager in 2000. He was promoted to co-head of the full discretion team in 2012. Previously, Matt was a senior fixed income analyst at Liberty Mutual Insurance Company and a senior credit analyst at BancBoston Financial Company. He earned a BA from Northeastern University and an MBA from Boston University.

Matt is a co-founder of the Loomis Sayles Allies group, which is dedicated to supporting the firm\u2019s commitment to diversity, equity and inclusion, and a member of the leadership council for Boston Scores, a nonprofit that helps youth build essential life skills and character through soccer and team-based enrichment programs. He is also a member of the Boston Economic Club and CFA Society Boston.","managed_since_year":"2021","joined_firm":"1997","invest_career_start":"1989","full_bio_link":"\/us\/bio\/matthew-j-eagan"},"2":{"name":"David W. Rolley, CFA®<\/sup>","title":"","headshot":{"img_name":"david-w.-rolley","format":"jpg","size":"96x96","name":"David W. Rolley"},"description":"David Rolley is a portfolio manager and co-head of the global fixed income team at Loomis, Sayles & Company. He has over 40 years of investment industry experience. Prior to joining Loomis Sayles in 1994, he was a principal and director of international capital market research at DRI\/McGrawHill. His responsibilities included international interest rate and currency forecasting, and risk management consulting. David was also corporate vice president and senior US economist for the institutional equity group at Drexel Burnham Lambert, and chief financial economist at Chase Econometrics.

David earned a BA from Occidental College and studied post-graduate economics at the University of Pennsylvania. He is a past president of the Boston Association of Business Economists.","managed_since_year":"2000","joined_firm":"1994","invest_career_start":"1980","full_bio_link":"\/us\/bio\/david-w-rolley"},"3":{"name":"Eileen N. Riley, CFA®<\/sup>","title":"Vice President and Co-Portfolio Manager","headshot":{"img_name":"eileen-n.-riley","format":"jpg","size":"96x96","name":"Eileen N. Riley"},"description":"Eileen Riley is a Vice President at Loomis, Sayles & Company and Portfolio Manager for the Loomis Sayles global equity opportunities and global allocation strategies. She began her investment industry career at Loomis Sayles in 1998 as a member of the international equity team. After pursuing her MBA, Eileen returned to Loomis Sayles as a senior global equity analyst covering the consumer and technology services sectors for the firm's central research group. She later joined the global equity team as a dedicated product analyst. Eileen was promoted to portfolio manager in 2013. Previously, she was a Fulbright student grant recipient in Germany. In 2018 and 2019, Eileen was named one of Citywire's top 20 female portfolio managers in the US. She holds a BA from Amherst College and an MBA from Harvard Business School.","managed_since_year":"2013","joined_firm":"2003","invest_career_start":"1998","full_bio_link":"\/us\/bio\/eileen-n-riley"},"4":{"name":"Lee M. Rosenbaum","title":"","headshot":{"img_name":"lee-m.-rosenbaum","format":"jpg","size":"96x96","name":"Lee M. Rosenbaum"},"description":"Lee Rosenbaum is a portfolio manager for the global equity opportunities and global allocation strategies at Loomis, Sayles & Company. He joined Loomis Sayles in 2008 as a senior global equity analyst for the firm\u2019s central research group, covering the industrial, materials and financial services sectors. Lee later joined the global equity team as a dedicated product analyst. He was promoted to portfolio manager in 2013. Previously, Lee covered the financial services sector for Putnam Investments.

Lee earned a BS with honors in civil engineering from the United States Coast Guard Academy, and an MBA from the Sloan School of Management at the Massachusetts Institute of Technology. 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    \r\n
  • To gain exposure to global equity and fixed income markets through an experienced management team.<\/li>\r\n
  • For potentially attractive risk-adjusted returns from a global stock and bond portfolio.<\/li>\r\n
  • To add global diversification to US investments.<\/li>\r\n<\/ul>","investment_strategy":"
      \r\n
    • The fund combines a concentrated global equity portfolio with a high-conviction global fixed income allocation.<\/li>\r\n
    • Flexibility to invest where the managers are finding the best values in the capital markets as well as in the capital structure of a company.<\/li>\r\n
    • Bottom-up, security-specific analysis drives the investment process.<\/li>\r\n
    • Seeks to take advantage of valuation disparities in the marketplace from an asset class, regional, country and sector standpoint.<\/li>\r\n
    • Fixed income allocation is structured to drive returns, not just provide ballast.<\/li>\r\n
    • Combines the best ideas of four highly experienced equity and fixed income managers.<\/li>\r\n<\/ul>","investment_strategy_disclosure":"","list_of_risks":"Equity Securities Risk, Fixed Income Securities Risk, Foreign and Emerging Market Securities Risk, Below Investment Grade Securities Risk, Currency Risk","risks":[{"title":"Equity Securities Risk","description":"Equity securities are volatile and can decline significantly in response to broad market and economic conditions."},{"title":"Fixed Income Securities Risk","description":"Fixed income securities may carry one or more of the following risks: credit, interest rate (as interest rates rise bond prices usually fall), inflation and liquidity. "},{"title":"Foreign and Emerging Market Securities Risk","description":"Foreign and emerging market securities may be subject to greater political, economic, environmental, credit, currency and information risks. Foreign securities may be subject to higher volatility than US securities, due to varying degrees of regulation and limited liquidity. These risks are magnified in emerging markets."},{"title":"Below Investment Grade Securities Risk","description":"Below investment grade fixed income securities may be subject to greater risks (including the risk of default) than other fixed income securities."},{"title":"Currency Risk","description":"Currency exchange rates between the US dollar and foreign currencies may cause the value of the fund's investments to decline.\r\n"}],"objective":"Seeks high total investment return through a combination of capital appreciation and current income.","asset_classes":["Global Equity","Multi Asset"],"fund_disclosure":"","shareclass_disclosure":"","lock_image_path":"\/templates\/natixis\/images\/tmplicons\/lock.svg","lock_image_class":"floatright","lock_image_alt":"Financial Professional content \u2013 requires login"}