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The Fund seeks to provide income as well as grow your investment over the long term (at least 5 years). Up to 100% of the Fund’s assets can be invested directly in bonds issued by governments, companies and supranational entities. These investments can be investment grade and noninvestment grade. Investment grade means the asset is given a speculative rating by a rating agency (for example, at least BBB- by Standard & Poor’s Ratings Services or Baa3 by Moody’s Investors Services, Inc.). Non-investment grade means the asset is given a speculative rating by a rating agency (for example, less than BBB- by Standard & Poor’s Ratings Services or less than Baa3 by Moody’s Investors Services, Inc.). Where an investment is not rated, the Investment Manager may assign a rating. The Fund’s assets can also be invested directly in bonds which are backed by other investments.
Name | Title | Since | Until |
---|---|---|---|
Daniel J. Fuss | Executive Vice President | 2013 | Now |
Biography | Dan Fuss has 65 years of experience in the investment industry and has been with Loomis, Sayles & Company since 1976. He is vice chairman of the firm’s Board of Directors and a senior advisor to the full discretion team. In 2019, Dan was awarded the Outstanding Portfolio Manager Award at the US Morningstar Awards for Investing Excellence. In 2012, he received both the Institutional Investor Money Management Lifetime Achievement Award and the Lipper Excellence in Investing Award. In 2013, Dan received the CFA Society of Milwaukee Lifetime Achievement Award. | ||
Matthew J. Eagan | Executive Vice President | 2013 | Now |
Biography | Matt Eagan is a portfolio manager and head of the full discretion team at Loomis, Sayles & Company. He is also a member of the firm’s Board of Directors. Matt has 33 years of investment industry experience as a portfolio manager and fixed income analyst. Matt joined Loomis Sayles in 1997 as a fixed income research analyst for the multisector fixed income team and became a portfolio manager in 2000. He was promoted to co-head of the full discretion team in 2012. | ||
Elaine M. Stokes | Executive Vice President | 2013 | Now |
Biography | Elaine M. Stokes joined Loomis Sayles in 1988 and is a Director, Portfolio Manager and Co‑Head of the full discretion team. She has 33 years of investment industry experience. She is also a Co‑Portfolio Manager of the Loomis Sayles Strategic Alpha Fund and other fixed income funds managed by Loomis Sayles. Prior to becoming a Portfolio Manager in 2000, she had experience working in high yield, global and emerging markets. She has served as a senior fixed income trader and portfolio specialist. She earned a BS from St. Michael’s College. |
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