Loomis, Sayles & Company
- Founded: 1926
- Headquartered: Boston, MA, USA
- Expertise: Actively managed equity, fixed income, and alternative investments
- AUM: USD 310.3B as of June 30, 2023
Loomis, Sayles & Company helps fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Loomis Sayles looks for value across traditional asset classes and alternative investments to pursue attractive returns.
Loomis SaylesBond Fund
Benchmark-agnostic multisector fund, actively managed by the Loomis Full Discretion Team.
Loomis SaylesCore Plus Bond Fund
Benchmark-aware, relative return fixed income fund that combines traditional government securities with sectors outside the benchmark to pursue alpha.
Loomis SaylesCredit Income Fund
Actively managed corporate bond fund that also diversifies selectively across other income-generating assets, including below investment grade fixed income securities and securities of foreign issuers.
Loomis SaylesFixed Income Fund
Actively managed “go anywhere” strategy complements traditional bond funds. Managers have flexibility to seek out best values worldwide. Founded 1995.
Loomis SaylesGlobal Allocation Fund
A flexible asset allocation fund managed by a veteran team that searches for the best values in the global equity and fixed income markets.
Loomis SaylesGlobal Bond Fund
A primarily investment grade fund that invests globally across government, corporate and asset-backed securities as well as currencies.
Loomis SaylesGlobal Growth Fund
High-conviction world stock fund run by Aziz Hamzaogullari. Focuses only on companies believed to have long-term secular growth and sustainable business models.
Loomis SaylesGrowth Fund
High-conviction US stock fund run by Aziz Hamzaogullari. Focuses only on companies believed to have long-term secular growth and sustainable business models.
Loomis SaylesHigh Income Fund
Actively managed high yield bond fund that pursues competitive income from lower-credit-quality bonds.
Loomis SaylesInflation Protected Securities Fund
Actively managed TIPS fund to help hedge against inflation, with the flexibility to invest in high yield corporate and other securities to add diversification and yield potential.
Loomis SaylesInstitutional High Income Fund
Full discretion, global high yield bond fund, actively managed by the Loomis Full Discretion Team. Founded 1996.
Loomis SaylesIntermediate Duration Bond Fund
Intermediate-term investment grade fund that pursues strong returns from all major fixed income sectors while seeking to mitigate interest rate risk.
Loomis SaylesInternational Growth Fund
High conviction international stock fund run by Aziz Hamzaogullari and his growth equity team. Focuses only on high-quality companies believed to have long-term secular growth and sustainable business models that are trading at a significant discount to intrinsic value.
Loomis SaylesInvestment Grade Bond Fund
Opportunistic, value-oriented fixed income portfolio actively managed by the Loomis Full Discretion Team.
Loomis SaylesInvestment Grade Fixed Income Fund
Pursues total return from a “go anywhere” portfolio that allows veteran management team to seek out the best values in fixed income markets worldwide.
Loomis SaylesLimited Term Government and Agency Fund
Actively managed since inception in 1989, pursuing total return from a conservative, high-quality, shorter-duration portfolio of fixed income securities.
Loomis SaylesSenior Floating Rate and Fixed Income Fund
Flexible floating rate loan allocation to help mitigate interest rate risk and provide diversification as bank loans typically have low correlation to traditional fixed income and equity markets.
Loomis SaylesSmall Cap Growth Fund
Lower-volatility approach for investing in high-growth small-cap US companies. Managers use a proprietary growth screen, fundamental analysis and a stop-loss trigger.
Loomis SaylesSmall Cap Value Fund
Small cap equity strategy that seeks to uncover higher quality businesses trading at a discount to intrinsic value using rigorous fundamental research.
Loomis SaylesSmall/Mid Cap Growth Fund
Lower-volatility way to invest in high-growth, small and mid-cap US companies. Managers use a proprietary growth screen fundamental analysis and a stop-loss trigger.
Loomis SaylesStrategic Alpha Fund
Built on a flexible framework, the fund invests across global fixed income markets and seeks to provide consistent risk-adjusted investment results throughout market cycles.
Loomis SaylesStrategic Income Fund
Benchmark-agnostic multisector fund, actively managed by team including Matt Eagan, Elaine Stokes and Brian Kennedy.
Natixis Loomis SaylesFocused Growth ETF (LSGR)
High-conviction US stock ETF run by Aziz Hamzaogullari. Focuses on companies believed to have sustainable competitive advantages, difficult to replicate business models, and sustainable and profitable growth when they trade at a significant discount to intrinsic value.
Natixis Loomis Sayles Short Duration Income ETF (LSST)
Actively managed short-term bond ETF which leverages Loomis Sayles credit and securitized research and seeks current income consistent with the preservation of capital.
NatixisU.S. Equity Opportunities Fund
Actively managed core US equity fund that combines the expertise of Bill Nygren of Harris Associates and Aziz Hamzaogullari of Loomis Sayles.