Loomis Sayles & Company L P is an investment advisor that manages 219 BN dollars in regulatory AUM and has 630 employees, of which 289 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 06/30/16. The fund's latest filing disclosed 35BN in positions, representing 16% of the manager's regulatory AUM.


Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

LOOMIS SAYLES & Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
AMZN 4.15% Cons. Disc. 14.44% 0.48% 1 34%
FB 3.91% Tech 15.57% 0.19% 0 38%
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LOOMIS SAYLES & Founders and Key Employees

Name Title In Position Since
Robert J. Blanding Chairman Of Registrant, Director Of General Partner September-1990
Kevin P. Charleston President And Chief Executive Officer Of Registrant, Director Of General Partner March-2000
Daniel J. Fuss Director Of General Partner September-1988
John F. Gallagher Director Of General Partner May-2000
John R. Gidman Director Of General Partner May-2001
Donald P. Ryan Chief Compliance Officer Of Registrant February-2002
Jaehoon Park Director Of General Partner October-2002
Jean S. Loewenberg Chief Legal Officer Of Registrant And Director Of General Partner July-2003
Pierre Servant Director Of General Partner February-2007
John T. Hailer Director Of General Partner February-2008
John F. Russell Director Of General Partner May-2013
Paul J. Sherba Chief Financial Officer Of Registrant May-2015

LOOMIS SAYLES & Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
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Auditor Pro
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Custodian Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

LOOMIS SAYLES & Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Methods of Analysis, Sources of Information and Investment Strategies

The overall investment philosophy of Loomis Sayles is based on the premise that our disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks.

Fixed Income - General

We believe that bond markets are not efficient, often mispricing risk and overreacting to news, corporate and market events, and technical supply and demand factors. These inefficiencies may provide investors the opportunity to generate risk-adjusted performance in excess of traditional market benchmarks. We believe that fundamental and quantitative research offers the best approach to identifying attractive investment opportunities. Successful strategy development, portfolio construction and investment implementation are best achieved through our specialized and disciplined t...
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LOOMIS SAYLES & Portfolio Concentration


BOSTON, Massachusetts
UNITED STATES, 02111-2621

LOOMIS SAYLES & Contact Information

Phone Number: 617-482-2450
Fax Number: 617-357-6158



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