Loomis Sayles Announces New Portfolio Manager to Emerging Markets Team
BOSTON -- April 1, 2014
Loomis, Sayles & Company announced today that Elisabeth Colleran, CFA, has
been named co-portfolio manager on several emerging market products, including
the Loomis Sayles Emerging Markets Opportunities Fund that launched in
Elisabeth joins the emerging markets portfolio management team of Peter
Marber, Dave Rolley, Eddy Sternberg and Peter Frick.
Loomis Sayles has been managing emerging markets assets for over 20 years.
Total firm-wide emerging markets assets totaled $12.4 billion, with
approximately $6 billion in hard currency and $6.4 billion in local currency,
as of 12/31/13.
“This promotion is a reflection of Elisabeth’s stellar contributions to the
emerging markets team as well as our evolving investment product line-up which
relies increasingly on corporate debt analysis across global markets,” said
Peter Marber. “The emerging markets corporate universe is currently a
mushrooming, varied opportunity set that may offer diversification in both the
high yield and investment grade arenas, crossing many geographies and
Elisabeth joined Loomis Sayles in 2003 as a senior credit analyst covering
global telecom and Asian corporate debt. She started her investment management
career in 1990 DRI/McGraw Hill (now Global Insight), where she applied
analytical tools to a wide set of customer issues including competitor
analysis, demand forecasting, pricing strategy, and asset allocation. She has
also worked for Sun Capital and Back Bay Advisors. Elisabeth earned a BA from
the University of Rochester and an MBA from the University of New Hampshire.
About Loomis Sayles
Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs
of institutional and mutual fund clients around the world. Our
performance-driven investors integrate deep, independent research with
systematic risk analysis to make informed, judicious investment decisions.
Teams of portfolio managers, research analysts and traders collaborate daily
to strategically evaluate and embrace intelligent risk. This allows our
investors to identify investment opportunities, wherever they may lie --
within traditional asset classes or among a range of innovative, alternative
investments. We have the foresight and the flexibility to look far and wide
for value in broad and narrow markets in our commitment to deliver attractive
returns to our clients. This rich tradition has earned Loomis Sayles the trust
and respect of clients worldwide, for whom we currently manage $200 billion in
assets (as of December 31, 2013.)
Foreign and emerging markets securities may be subject to greater political,
economic, environmental, credit and information risks. Foreign securities may
be subject to higher volatility than U.S. securities, due to varying degrees
of regulation and limited liquidity. These risks are magnified in emerging
Bonds may carry one or more of the following risks: credit, interest rate (as
interest rates rise bond prices usually fall), inflation and liquidity.
Currency risk involves changing exchange rates between the U.S. dollar and
foreign currencies, which may cause the value of the fund’s investments to
Derivatives prices depend on the performance of an underlying asset and may be
highly volatile; derivatives may carry one or more of the following risks:
market, credit and liquidity.
Non-diversified risk arises with non-diversified funds that invest a greater
portion of assets in few securities and therefore may be more vulnerable ad
adverse changes in the market.
Before investing, consider the fund's investment objectives, risk, charges,
and expenses. Visit loomissayles.com or call 1-800-633-3330 for a prospectus
or a summary prospectus containing this and other information. Read it
NGAM Distribution, L.P. is a limited purpose broker-dealer and the distributor
of various registered investment companies for which advisory services are
provided by affiliates of Natixis Global Asset Management, L.P.
Erin Heard, 617-960-2029
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