The Loomis Sayles Global Equity Fund, managed by the Loomis Sayles Global Equity Opportunities team at Loomis, Sayles & Company (the "Team"), is available exclusively for Australian investors.
Since 1926, Loomis, Sayles & Company has helped fulfil the investment needs of clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, sustainable returns for clients.
Loomis Sayles has the rich resources, diverse investment expertise and collaborative decision-making processes to think broadly and act decisively. Because that is what they believe it takes to deliver alpha — now and in the future.
Loomis, Sayles & Company is exempt from the requirement to hold an Australian Financial Services Licence (AFSL) under the Corporations Act 2001 (Cth) in respect of financial services provided to wholesale clients.
Loomis Sayles Is an Affiliate of Natixis Investment Managers
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of 26 specialized investment managers globally, they apply Active ThinkingSM to deliver proactive solutions that help clients pursue better outcomes in all markets.
The Loomis Sayles Global Equity Opportunities team believes investing in companies with their three alpha drivers, where the risks can be quantified, can help deliver outperformance.
Specifically, the Team believes there are three alpha drivers critical to generating long-term performance: quality, intrinsic value growth and valuation. They believe quality companies, with an ability to grow intrinsic value over time, and that trade at an attractive valuation, are key to long-term alpha generation against a global universe. The Team also believes that market prices can reflect a company’s fundamentals over the long term,but may diverge over the short term.
Lastly, the Team invests only in its best ideas as it believes risk can be best managed by focusing on a concentrated number of stocks. Conducting in depth research on a select group of names allows the Team to fully understand and quantify risk.
The Portfolio Managers of the Loomis Sayles Global Equity Fund are Eileen Riley and Lee Rosenbaum
Eileen N. Riley, CFA
Vice President and Portfolio Manager
Eileen Riley is a vice president of Loomis, Sayles & Company and portfolio manager for the Loomis Sayles Global Equity Opportunities strategy and Global Allocation Fund. 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. Eileen earned a BA with honors from Amherst College and an MBA from Harvard Business School. She is a member of CFA Society Boston.
Lee M. Rosenbaum
Vice President and Portfolio Manager
Lee Rosenbaum is a vice president of Loomis, Sayles & Company and portfolio manager for the Loomis Sayles Global Equity Opportunities strategy and Global Allocation Fund. He joined Loomis Sayles in 2008 as a senior global equity analyst for the firm’s 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, he 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. Prior to his graduate studies, he served in the United States Coast Guard, achieving the rank of lieutenant.