Daniel Fuss

Loomis Sayles Announces Three New Roles Focused on Environmental, Social and Governance (ESG)

Retrieved on: 
Wednesday, March 31, 2021

Holly joined Loomis Sayles in 2012 from Essex Investment Management Company, where she was an investment associate.

Key Points: 
  • Holly joined Loomis Sayles in 2012 from Essex Investment Management Company, where she was an investment associate.
  • Loomis Sayles Investments Limited ("LSIL") is a subsidiary of Loomis, Sayles & Company L.P., and it is authorised and regulated by the Financial Conduct Authority.
  • *Includes the assets of Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC.
  • Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, LP.

Loomis Sayles and Natixis Investment Managers Launch the Loomis Sayles Credit Income Fund (LOCAX), a New Offering from the Loomis Sayles Full Discretion Team

Retrieved on: 
Wednesday, September 30, 2020

The fund is managed by longtime Full Discretion team portfolio managers Matt Eagan , Elaine Stokes and Brian Kennedy and supported by Loomis Sayles deep credit expertise and global research capabilities.

Key Points: 
  • The fund is managed by longtime Full Discretion team portfolio managers Matt Eagan , Elaine Stokes and Brian Kennedy and supported by Loomis Sayles deep credit expertise and global research capabilities.
  • This philosophy, pioneered by Loomis Sayles vice chairman Dan Fuss, is underpinned by credit selection based on enterprise value and convexity.
  • We believe the Loomis Sayles Credit Income Fund taps into the teams core competency as effective bond pickers while addressing important demand for a pure credit product, said Kevin Charleston, chairman and CEO of Loomis Sayles.
  • Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide.

Loomis Sayles Announces Changes to Institutional Services Leadership

Retrieved on: 
Monday, September 21, 2020

Johns retirement next year marks a milestone for Loomis Sayles, and for my long-standing personal friendship with him, said Dan Fuss, vice chairman.

Key Points: 
  • Johns retirement next year marks a milestone for Loomis Sayles, and for my long-standing personal friendship with him, said Dan Fuss, vice chairman.
  • Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide.
  • **Includes the assets of Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC.
  • Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, LP.

Loomis Sayles Announces New Board Members

Retrieved on: 
Thursday, February 28, 2019
Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20190228005899/en/
    Matt Eagan, portfolio manager and co-head of the Loomis Sayles Full Discretion Team (Photo: Business Wire)
    Each of these individuals embodies the investment culture of Loomis Sayles.
  • He is the portfolio manager of the Loomis Sayles large cap, global and all cap growth strategies, including the Loomis Sayles Growth and Global Growth mutual funds and products outside the US.
  • Rick Raczkowski is an executive vice president of Loomis, Sayles & Company, portfolio manager for the Loomis Sayles fixed income group and co-head of the relative return team.
  • He co-manages the Loomis Sayles Corporate Bond strategies and Core Plus Fixed Income strategy, which includes the Loomis Sayles Core Plus Bond Fund.