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August 03, 2015 9:21 AM ET

Capital Markets

Company Overview of Loomis, Sayles & Company L.P.

Company Overview

Loomis, Sayles & Company, L.P. is a privately owned investment manager. The firm provides its services to pension and profit sharing plans, other pooled investment vehicles, charitable organizations, high net worth individuals, banking or thrift institutions, investment companies, and corporations. It manages separate client focused equity and fixed income portfolios. The firm also launches and manages equity, fixed, and balanced mutual funds for its clients. It invests in the public equity and fixed income markets across the globe. The firm invests in growth and value stocks of large-cap companies with market capitalizations greater than $2 billions, mid-cap companies with market capitaliza...

One Financial Center

Boston, MA 02111

United States

Founded in 1926





Key Executives for Loomis, Sayles & Company L.P.

President, Chief Executive Officer, Chairman, and Director
Age: 68
Chief Financial Officer and Director
Chief Operating Officer
Managing Partner, Executive Vice President, Portfolio Manager, Vice Chairman, and Director
Age: 82
Chief Investment Officer, Executive Vice President, Portfolio Manager, and Director
Compensation as of Fiscal Year 2015.

Loomis, Sayles & Company L.P. Key Developments

Loomis Sayles Launches Small/Mid Cap Growth Equity Fund

Loomis, Sayles & Company announced the launch of the Loomis Sayles Small/Mid Cap Growth Fund (LSMIX). The Fund is co-managed by Mark Burns and John Slavik, longtime co-portfolio managers of the Loomis Sayles small cap growth suite of products which currently has approximately $2.2 billion assets under management. The Fund aims to provide long-term capital growth from investments in common stocks or other equity securities of small and mid-cap companies " companies with market capitalizations typically below $7 billion.

Loomis, Sayles & Company Announces Management Changes

Loomis, Sayles & Company announced that after 20 years as Chairman of the Board and Chief Executive Officer (CEO) of Loomis, Sayles & Company, Robert J. Blanding has decided to transition his CEO responsibilities to Kevin Charleston, President, effective May 1, 2015. Bob Blanding will retain the Chairman position and actively participate in the strategic direction of the organization. Kevin Charleston joined Loomis Sayles in 2000 as Chief Financial Officer and was named President in April 2014.

Loomis, Sayles & Company L.P. Presents at Morningstar Investment Conference, Jun-25-2015 01:40 PM

Loomis, Sayles & Company L.P. Presents at Morningstar Investment Conference, Jun-25-2015 01:40 PM. Venue: McCormick Place, 2301 South Lake Shore Drive, Chicago, IL 60616, United States. Speakers: Elaine M. Stokes, Vice President, Portfolio Manager, and Co-Head of Full Discretion Team.

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