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| Additional information |
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| Loomis, Sayles & Company, L.P. |
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Mission statement:
Our mission is to be a world-class investment management firm that delivers superior risk-adjusted performance to our clients.
To meet our mission, we foster:
- Performance-driven investors who seek to identify exceptional opportunities through active management
- Small, focused teams that offer the optimum balance between discussion and decision-making
- A goal of comprehensive best-in-class research conducted as the critical centerpiece to investment identification and assessment
- A collegial culture that encourages open, informed debate
- An entrepreneurial spirit that advances the firm’s goals by encouraging our colleagues to develop themselves and their ideas
- Continual improvement of our performance, processes and people |
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Overview:
WE LOOK TO THE FUTURE WITH HUMILITY BUT WITH CONFIDENCE
In 1951, marking the 25th anniversary of the founding of Loomis, Sayles & Company, Robert H. Loomis sent a clear message to all clients. Click here to read. Exactly 60 years later, I echo the words of our founder when he said, "we wish to express our gratitude and appreciation to those who, through these difficult years, have helped us to the success we have enjoyed. We look to the future with humility but with confidence."
The biggest difference in today's world is that our pace is faster and our playing field is larger. Given this scenario, our job at Loomis Sayles is to keep a laser-like “eye on the ball” particularly during times of uncertainty and volatility, where both risk and opportunity reside.
My goal is to ensure that Loomis Sayles remains a broad-based, house of excellence trusted by our clients and recognized for our record of:
Attracting and retaining exceptional investment professionals
Providing caring, highly ethical and informative services to our clients
Producing strong investment performance across our full stable of products
OUR COMMITMENT TO INNOVATION
The last five years have been a time of tremendous innovation for us. We have grabbed hold of opportunities presented by market upheaval to unearth some tremendous investments, build off our base and empower people to construct and test new capabilities. By integrating these with existing capabilities, (quantitative research, deeper risk analysis, greater macro-economic firepower, absolute return-oriented strategies and securitized capabilities), I believe we are a better investment firm than ever.
OUR COMMITMENT TO PERFORMANCE
The investments we have made to develop diversified capabilities and products, across a full spectrum of domestic and global equity and fixed income disciplines have given us the agility and perspective to navigate market volatility as it ebbs and flows. Importantly, over the last three years, these investments have paid off for our investors with over 85%* of our assets under management having outperformed their benchmarks for the three year period ending 12/31/2010.
On behalf of the 534 Loomis Sayles employees, thank you for placing your confidence in us. From my personal vantage point, I am more confident than ever about the future of our company and the skills and passion of our people to deliver excellence in their work. We look forward to serving your investment needs as we face the ever-changing future together. |
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Asset Under Management:
Institutional - $102.3
Mutual Funds - $91.2
TOTAL - $193.5
billions as of 09/30/2013 |
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