Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, has announced it celebrated the 20th anniversary of their mandate with AvSuper on June 30, 2018. AvSuper was the first Australian mandate for the Loomis Sayles Global Bond team, and remains the team’s longest standing institutional mandate globally.
Since the inception of the AvSuper mandate in 1998, the global bond portfolio has delivered consistent, positive excess returns over the BBG Barclays Global Aggregate, hedged to Australian dollars.1 Portfolio managers Ken Buntrock, David Rolley, Lynda Schweitzer and Scott Service have been working together since 2003, with Ken Buntrock and David Rolley on the account since the start.
“While we have weathered many market changes together with AvSuper over the years, our identity as a high-conviction investor with strong fundamental research has stayed firm,” said Kevin Charleston, Chairman and CEO of Loomis Sayles. “At Loomis Sayles, our culture is defined by our unwavering commitment to clients. We view the relationship with AvSuper as an excellent example of this commitment, and we look forward to the decades ahead. “
“AvSuper is a long term investor and we value our 20 year partnership with Loomis and the long term investment performance they have generated for our members over this time,” said Michelle Wade, CEO of AvSuper.
Commenting on the portfolio’s evolution over the past 20 years, Lynda Schweitzer highlighted the growth and maturation of emerging markets. “We are delighted to be celebrating this key milestone with our long-standing partner, AvSuper, said Lynda Schweitzer. “The global fixed income opportunity set has grown significantly from A$16 trillion in 1998 to over A$66 trillion now. At its core, what we do hasn’t changed, and we continue to believe in our active investment approach to deliver long-term, sustainable returns.”