The Loomis Sayles Euro Credit team is based in Loomis Sayles’ new European office, Loomis Sayles & Company, L.P. – Dutch Branch, located in Utrecht, Netherlands. The team (seven portfolio managers and one product manager) will be co-led by portfolio managers Rik den Hartog and Pim van Mourik Broekman. They join Loomis Sayles from Kempen Capital Management.

Loomis Sayles Euro Credit Team

• Rik den Hartog, co-head, portfolio manager
• Pim van Mourik Broekman, co-head, portfolio manager
• Luuk Cummins, portfolio manager
• Sipke Moes, portfolio manager
• Quirijn Landman, portfolio manager
• Marco Zanotto, portfolio manager
• Ronald Schep, portfolio manager
• Jeroen Potma, product manager

“We believe the Euro Credit team has the potential to add something unique and exceptional to our organization. We are excited to welcome them to Loomis Sayles and establish our presence in the Netherlands,” said Kevin Charleston, chairman and CEO. “Similar to all Loomis Sayles investment teams, their investment process is rooted in a differentiated investment philosophy, which has a strong track record of alpha generation.”

Louise Watson, Managing Director: Head of Distribution, Australia & New Zealand, for Natixis Investment Managers said, “I’m proud to see our affiliate manager, Loomis Sayles, expand further globally. Loomis Sayles’ fixed income and global credit strategies have been of particular interest to our local clients thanks to their research-based, active management style with incorporation of ESG factors.”

The foundational belief that underlies all of the team’s strategies is that credit markets are inefficient and rigorous research can access opportunities. The team seeks to generate alpha by combining a top-down view with bottom-up investment analysis when constructing portfolios. They feature a strong risk orientation and focus on quality. ESG analysis is incorporated into the fundamental research conducted by every portfolio manager. Additionally, the team takes an active engagement approach with issuers and uses their investor influence to shape corporate behaviors.

“The three strategies we are launching today play an important role in our investment lineup, particularly for our large and growing book of clients in Europe and the Middle East, for whom European credit and ESG are critical components of their portfolios,” said Chris Yiannakou, head of EMEA institutional services. “These investors have a stellar reputation and we’re so pleased to welcome them to Loomis Sayles and offer our clients a competitive and truly differentiated investment capability that complements our diverse product suite and reinforces our global reputation for investment excellence.”

“Loomis Sayles is a well-respected active asset management firm with a powerful global distribution platform and we are very enthusiastic about joining the organization,” said Pim van Mourik Broekman, portfolio manager and co-head of the Loomis Sayles Euro Credit team.

“We are impressed with the professionalism, infrastructure and international character of Loomis Sayles and we look forward to playing an integral role in building out a broader European presence for the firm,” added Rik den Hartog, portfolio manager and co-head of the Loomis Sayles Euro Credit team.

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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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Kevin Charleston

Global active manager Loomis, Sayles & Company L.P. (Loomis Sayles), an affiliate of Natixis Investment Managers, has partnered with Investors Mutual Limited (IML) to launch a new global equity fund to the Australian retail market. The Loomis Sayles Global Equity Fund will be distributed to Australian advisers and direct investors by IML as responsible entity for the Fund. 

Founded in 1926, Loomis Sayles manages over USD $249.7 billion in assets for clients worldwide. The Fund launch means Australian advisers and investors will have access to Loomis Sayles’ attractive, sustainable returns, via the Loomis Sayles Global Equity Fund. The Fund is co-managed by Eileen Riley and Lee Rosenbaum.

Loomis Sayles’ CEO, Kevin Charleston is in Australia this week for the inaugural Loomis Sayles national adviser roadshow, hosted by IML. Commenting on the launch, Mr Charleston said: “As a high conviction active investor, Loomis Sayles takes a disciplined, research-driven approach. When it comes to this global equity strategy, our focus is on providing investors with access to the best ideas from around the world –investing in quality businesses with strong underlying fundamentals; the capability to grow their intrinsic value; and attractive valuations.”

IML Investment Director, Anton Tagliaferro, said the launch is in response to investors’ and advisers’ demand for high-quality global equities products.

“Australian investors and advisers are searching for diversification and a global perspective, and as a result, there is strong demand for access to global equity products that focus on long-term investment outcomes. The Loomis Sayles team has a demonstrated track record that we expect will be very well-received in the local market,” explained Mr Tagliaferro.

“IML is known in the market for our discipline and commitment to research, combined with a long-term investment view. That’s why the Loomis Sayles Global Equity Fund is a good fit for our distribution team – it gives investors access to a well-established, specialist global manager, with research-based, in-depth market knowledge, and the ability to move quickly, and we believe it will be welcomed by local investors seeking global diversification.”

Mr Charleston added that Loomis Sayles had a long-term commitment to the Australian market.

“Loomis Sayles has been serving institutional clients in Australia for over 20 years, and we remain committed to investors in this market. With IML, we are now offering our global equities capability to retail investors direct and via the advisory market. One of the Fund’s Portfolio Managers, Eileen Riley, has joined me on this visit, and the team will be travelling to Australia regularly to ensure that investors in our Fund are regularly updated,” he explained.

The Loomis Sayles Global Equity Fund is available to advisers on the Netwealth and Hub24 platforms. It has also received strong interest from advisers attending an IML-hosted national roadshow featuring Loomis Sayles’ CEO, Kevin Charleston, and Loomis Sayles Global Equity Fund Portfolio Manager, Eileen Riley, this week.

 In further endorsement of the Loomis Sayles Global Equity Fund, it was recently awarded a Zenith ‘Recommended’ rating and a 4 star ‘Superior’ rating from SQM research.

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

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In preparation for Ken’s retirement, longstanding portfolio managers Lynda Schweitzer and Scott Service will assume leadership roles effective immediately, joining David Rolley as co-team leaders. The team oversees approximately $29.61 billion in institutional and retail assets for global clients.

“We are grateful to Ken for more than 20 years of service and leadership at Loomis Sayles,” said Kevin Charleston, chief executive officer. “His dedication is reflected within the success and growth of the Loomis Sayles global bond capabilities over the past two decades, and we wish him the best in retirement.”

Until his retirement date, Ken will continue in his leadership and portfolio management roles to ensure a seamless transition and provide continuity for clients.

This transition is part of a comprehensive succession plan that was initiated in 2007, when Lynda was named portfolio manager following her six-year tenure as a global portfolio specialist and trader for the team. Similarly, Scott joined the team in 2004, became portfolio manager on a variety of global credit strategies in 2011 and was named portfolio manager on all remaining global bond products in 2014.

“We believe this is the ideal time to elevate Lynda and Scott in recognition of their tenure, experience and track records as portfolio managers,” said Jae Park, chief investment officer. “Lynda and Scott have been vital members of the global fixed income team working in close partnership with Ken and David for over 15 years, and their leadership will be integral to the success of our global bond capabilities moving forward.”

David Rolley will continue his portfolio management responsibilities with Lynda and Scott for the global fixed income portfolios, as well as the emerging market fixed income team portfolios. There will be no changes to the team’s style or investment philosophy. David, Lynda and Scott will continue to report to Jae Park, chief investment officer.

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