Loomis Sayles Funds(6)

Searching for Undiscovered Value

Loomis Sayles Value Fund

US> Mid-Cap > Core

Dec 21, 2006

The fact that expectations are usually priced in a stock is a simple truth that most investors tend to neglect. That helps Warren Koontz, the manager of the Loomis Sayles Value Fund, to find undiscovered value in areas not typical for value managers. With a portfolio that’s constructed on the basis of individual ideas, and a time horizon of two to three years, the fund benefits from the volatility created by the short-term mentality of the market.

Capturing Growth

Loomis Sayles Growth Fund

GL> Real Estate >

Jan 13, 2006

A growing company of yesterday is not necessarily a growing company of tomorrow. Mark Baribeau, co-portfolio manager of the Loomis Sayles Growth Fund, is fully aware of how dynamic business and the stock market is, so his fund aims to capture the growth phase before it gets fully priced into the stock. Looking for rapid, fundamentals-based growth with a structured approach, he can find it in virtually any type of business.

Global Value

Loomis Sayles Global Bond Fund

US> Small-Cap > Growth

May 03, 2005

Loomis Sayles' portfolio managers have the support of a significant in-house global research capability. For Kenneth Buntrock and David Rolley, a value discipline and a research-driven investment strategy keeps their Global Bond Fund ahead of the competition.

A Natural Born Bond Picker

Lommis Sayles Bond Fund

Jun 19, 2003

When Dan Fuss says the Loomis Sayles Bond Fund takes a multi-sector approach, he means it. Anything in fixed income is fair game—as long as it's cheap and makes sense to own for a few years. That approach through 40 years of fixed-income management has provided shareholders with equity-like returns since inception.

Non-Traditional Fixed Income Strategy

Loomis Sayles Strategic Alpha Fund

Sep 01, 2016

Most fixed-income funds are managed relative to traditional benchmark and therefore are exposed primarily to risks linked to bond duration. Matt Eagan, co-portfolio manager of the Loomis Sayles Strategic Alpha Fund, describes his approach to investing in fixed-income securities that offer different risk-return profiles and a lesser degree of correlation to interest rate movements.

Unintentional High Yielders

Loomis Sayles Dividend Income Fund

US> Multi-Cap > Value

Oct 19, 2015

Historically, dividends are responsible for at least one-third of the total return of the S&P 500 Index. It is hardly surprising as companies with a history of growing dividends adhere to a philosophy of operating under a constraint, which leads to better capital allocation in the long run. Art Barry and Adam Liebhoff, portfolio managers of the Loomis Sayles Dividend Income Fund, complement the dividend benefit with a fundamental value-based approach when investing in dividend-paying stocks that are temporarily out of favor.