Loomis Sayles Announces Changes to Disciplined Alpha Team
Loomis, Sayles & Company, the global investment manager with nearly $390 billion in assets under management as of 31 March 2025, has announced that Lynne Royer, co-head and portfolio manager of the Disciplined Alpha Team, will retire at the end of 2025 following a remarkable investment career spanning four decades. Additionally, longtime portfolio manager Brad Stevens, CFA, has been promoted to co-head of the team alongside Lynne and Seth Timen, who has co-led the team since 2021.
Eric Williams Joins Loomis Sayles as Portfolio Manager on the Full Discretion Team
Loomis, Sayles & Company, the global investment manager with nearly $390 billion in assets under management as of 31 December 2024, is pleased to announce that Eric Williams has joined the firm’s Full Discretion Team as a portfolio manager on their high yield and bank loan strategies.
Loomis Sayles Celebrates 5-Year Anniversary of Growth Equity Strategies Team’s International Growth Strategy
Loomis, Sayles & Company celebrates the five-year anniversary of the Loomis Sayles International Growth strategy. Managed by Aziz V. Hamzaogullari, founder, chief investment officer and portfolio manager of the Loomis Sayles Growth Equity Strategies (GES) Team, the $39.3 million strategy has delivered its investors strong risk-adjusted returns since inception on 1 January 2020.
Loomis Sayles Names Michael Crowell Chief Investment Research Officer
Loomis, Sayles & Company, the global investment manager with $359.7 billion in assets under management as of 30 June 2024, is pleased to announce that Michael Crowell has been promoted to chief investment research officer (CIRO), a new role for the firm.
Shannon O’Mara Promoted to Co-Director, Credit Research at Loomis Sayles; Named One of Pensions & Investments 2024 Influential Women in Institutional Investing
Loomis, Sayles & Company, the global investment manager with $359.7 billion in assets under management as of 30 June 2024, is pleased to announce that Shannon O’Mara, CFA, has been promoted to co-director of credit research. She joins Chris Gootkind, CFA, who has led the credit research team since 2010 and will continue as co-director. Together, they will oversee the team and its strategic direction, and Shannon will retain her responsibilities as senior analyst covering the home construction and building materials industries.
Loomis Sayles Appoints Pramila Agrawal to Board of Directors
Loomis, Sayles & Company, a global investment manager with $335 billion in assets under management as of 31 December 2023, announced today the election of Pramila Agrawal, PhD, CFA, to its Board of Directors, effective 5 March 2024. Pramila is head of the firm’s Custom Income Strategies (CIS) group and a portfolio manager for specialized fixed income mandates.
Loomis Sayles Announces Retirement of Carol Embree, Portfolio Manager on the Relative Return Team
Loomis, Sayles & Company announced today the retirement of Carol Embree, portfolio manager on the firm’s relative return team, following a long and distinguished career.
Loomis Sayles Growth Equity Strategies Team Reopens Growth Fund to Investors
Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, today announced the reopening of its Loomis Sayles Growth Fund (LSGRX) to all investors, effective immediately. Prior to this announcement the Fund remained open only for retirement plans (defined contribution and defined benefit plans), new clients of registered investment advisers and registered representatives trading through intermediaries where the Fund is already available, and existing investors for capital additions.
Loomis Sayles Appoints Rebecca O’Brien Radford as General Counsel
Loomis, Sayles & Company today announced that Rebecca O’Brien Radford has been named executive vice president, general counsel and a member of the firm’s board of directors. She succeeds Jean Loewenberg, who has retired following 20 years of distinguished service as general counsel to Loomis Sayles and nearly five decades in the investment management industry.
Colleen Denzler, CFA, Joins Loomis Sayles as New Head of ESG
Loomis, Sayles & Company announced today that Colleen Denzler, CFA, has been named the firm’s head of ESG (environmental, social and governance). Colleen, who is based in Boston, will report to David Waldman, chief investment officer.
Loomis Sayles Launches New Private Credit Group Led by Industry Veteran Chris Gudmastad
Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, today announced the launch of the Loomis Sayles Private Credit Group along with the hiring of Chris Gudmastad, CFA, who will lead this effort as head of private credit. Myles Reinecke, CFA, also joins as senior private credit analyst.
Loomis Sayles Announces The Fuss Family Mental Health Initiative
Loomis, Sayles & Company is proud to announce The Fuss Family Mental Health Initiative, a philanthropic and community service initiative aimed at tackling the mental health crisis facing young people in our most under-resourced communities.
Loomis Sayles Announces Changes to Municipal Bond Investment and Research Platform
Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, today announced changes aimed at enhancing its municipal bond investment and research platform. These changes are designed to support the development and delivery of competitive municipal bond investment strategies that can meet client needs and market demand. Loomis Sayles currently manages approximately $8.6 billion in municipal bond assets firmwide.
Loomis Sayles Welcomes Susan Sieker as Chief Financial Officer
Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, announced today that Susan Sieker has joined Loomis Sayles as executive vice president and chief financial officer (CFO). She also joins the Loomis Sayles Board of Directors. Susan reports to Kevin Charleston, chairman and chief executive officer of Loomis Sayles, and will oversee the finance organization.
