Loomis, Sayles & Company, L.P.

Loomis Sayles has served the investment needs of institutional and mutual fund clients for over 80 years. The company's rich tradition has earned it the trust of clients worldwide for which it manages more than $97 billion in equity and fixed income assets.

Over eight decades, we have never lost sight of our key strength—security selection driven by independent research. Research underlies the investment process of each strategy and our portfolio managers rely on the timely and unbiased opinions of our experienced career analysts. Interaction between portfolio managers and analysts creates a healthy rapport to challenge ideas, ensuring that only the best ones make it into client portfolios.

With a powerful combination of proprietary research and experienced investment professionals, we offer a diversified series of actively-managed strategies and provide clients with access to traditional and highly specialized asset classes. By employing an opportunistic approach to investing—balanced with disciplined, bottom-up research and systematic risk assessment frameworks—we strive to produce above-average returns across all asset classes and categories.

Loomis Sayles is an affiliate of IXIS Asset Management Group (“IXIS”), the principal asset and real estate management subsidiary of Natixis that unites the expertise of multiple specialized investment managers based in Europe, the United States, and Asia into a single organization. With $617 billion in assets under management, IXIS is ranked as one of the 25 largest asset management groups in the world1 and the 11th largest asset management group in Europe2.

Data as of December 31, 2006
1Pensions & Investments, “Special Report: World’s Largest Managers” (September 4, 2006).
1Institutional Investor, “The Euro 100: Top Money Managers” (November 2006).