Citywire used their proprietary database and methodology to put together a list of the 20 women with the highest levels of risk-adjusted returns over the past three years (through October 31, 2019). The selected managers also needed top-quartile absolute returns in their particular investment disciplines over that period.

In congratulating Eileen, Loomis Sayles’ CEO Kevin Charleston said “Citywire data show that just 10.8% of all managers in their global database of 16,040 are women. Here at Loomis Sayles, nearly 30% of the firm’s portfolio managers are women. While we’re proud to be above average, we recognize there is still significant room for progress. As Eileen and the other talented women across our firm prove, Loomis Sayles is stronger with their expertise.”

Eileen’s expertise in global equities is available to Australian retail investors via the Loomis Sayles Global Equity Fund which she co-manages with Lee Rosenbaum. The Fund uses a disciplined, bottom-up, unconstrained approach to investing. Based on deep, fundamental research, the team selects a concentrated portfolio of high-quality companies with the ability to grow their intrinsic value. The Fund was launched in partnership with Investors Mutual in November 2018.

The Loomis Sayles Global Equity Fund is now available on most leading platforms including MLC, Macquarie, BT and Asgard. The Fund has been awarded a ‘Recommended’ rating by Zenith, while SQM Research assigned a ‘4-star Superior’ rating. The Fund has also been rated by Lonsec, the report is available on request.

Eileen began her investment industry career at Loomis Sayles in 1998 as a member of the international equity team. After pursuing her MBA, Eileen returned to Loomis Sayles as a senior global equity analyst covering the consumer and technology services sectors for the firm’s central research group. She later joined the global equity team as a dedicated product analyst. Eileen was promoted to portfolio manager in 2013. Previously, she was a Fulbright student grant recipient in Germany. She earned a BA with honors from Amherst College and an MBA from Harvard Business School.

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Loomis, Sayles & Company manages USD $267.3 billion in assets and looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive sustainable returns for clients worldwide. Founded in 1926, Loomis Sayles has been serving institutional clients in Australia for over 20 years.

In their review of the Fund, Zenith’s report states: “Zenith believes the research process is rigorous and structured, with portfolio manager oversight ensuring analysts remain focused on the most promising opportunities.”Zenith also notes that the Fund’s investment team is supported by the broader Loomis Sayles research capabilities with breadth of investment resources providing the investment team with a competitive advantage serving to enhance its own research.

Lee Rosenbaum and Eileen Riley, CFA, co-portfolio managers of the Loomis Sayles Global Equity Fund are delighted with the rating as the Fund launches into Australia.

Co-Portfolio Manager Lee Rosenbaum said: “Investing in the best ideas from around the world and identifying business’ underlying fundamentals is key to performing well over the long term in international equities. This is what we seek to achieve with the Loomis Sayles Global Equity Fund. Receiving the Recommended rating is a reflection of the quality of our investment team as well as the investment philosophy of the Fund.”

IML Head of Retail, Wayne McGauley, explained: “The team has a proven track record that we believe is very attractive to Australian investors, especially given the experienced and well-resourced team that runs the money out of Boston. We are also pleased to announce that the Loomis Sayles inaugural Australian adviser roadshow will be held across Australia in the first quarter of 2019.”

Loomis Sayles is an affiliate of Natixis Investment Managers, the global multi-affiliate fund manager. IML became a fellow-affiliate in 2017.

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