Joe Gatz, CFA
Portfolio Manager
Leveraging decades of equity experience, the Small/Mid Cap team’s managed account takes a disciplined long-term approach with a repeatable investment process that seeks higher quality businesses that are trading at a discount to intrinsic value. The strategy focuses on quality, valuation and diversification which has led to persistent risk/reward exposure and less volatility than the Russell 2500 TM Index.
For more than 25 years, the Loomis Sayles Small Cap Value team has focused on seeking to identify attractive investment opportunities.
Joe Gatz is a Portfolio Manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Small Cap Value Fund, and the Loomis Sayles Small Cap Value and Small/Mid Cap Core strategies. In addition to his portfolio management responsibilities, Joe also maintains primary research coverage for several holdings within both strategies, with an emphasis on special situations, as well as industrials, healthcare and energy. He joined Loomis Sayles in 1999 as a mid cap value equity portfolio manager, and was promoted to lead the Small/Extended/Mid Cap Value Team in early 2000. Prior to Loomis Sayles, Joe was a portfolio manager at Banc One Investment Advisors. He started his investment industry career at National Bank of Detroit (NBD). Joe earned a BA from Michigan State University and an MBA from Indiana University. He is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Jeffrey Schwartz is a Portfolio Manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Small Cap Value Fund, and the Loomis Sayles Small Cap Value and Small/Mid Cap Core strategies. In addition to his portfolio management responsibilities, he also maintains primary research coverage for the utilities sector and the transportation industry. Jeff joined Loomis Sayles from Palisade Capital Management in Fort Lee, NJ, where he was senior portfolio manager of a small cap strategy from late 2004 until 2012. Prior to Palisade, Jeff managed a small cap fund at Safeco Asset Management in Seattle, WA from 2003 until 2004. From 1992 until 2001, he was a senior portfolio manager and principal at Munder Capital Management in Birmingham, Michigan, most recently co-managing their microcap and small cap portfolios. Jeff earned a BA in mathematics from the State University of New York at Binghamton and an MBA from the University of Michigan. He is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
The small/mid cap strategy seeks to deliver a stable risk profile with a goal of consistent performance with attractive relative and risk-adjusted returns.
Broad diversification and higher quality approach has generally led to a favorable downside capture / capital preservation in negative markets.
The strategy practices patience with a long- term investment horizon. They take a low turnover approach that may appeal to tax sensitive investors.
Connect with our Managed Account experts about how to bring our solutions to your clients. For direct assistance, you can contact us at sma@loomissayles.com
We proudly offer our managed account clients a spectrum of equity, fixed income & custom income strategies designed to meet client’s growing and distinct investment objectives.
Loomis Sayles policy regarding tax harvesting isto use the sponsor’s internal form to transact all tax harvesting requests.
Loomis Sayles policy regarding tax harvesting is to use the sponsor’s internal form to transact all tax harvesting requests.
This marketing communication is provided for informational purposes only and should not be construed as investment advice. Investment decisions should consider the individual circumstances of the particular investor. Any opinions or forecasts contained herein, reflect the subjective judgments and assumptions of the authors only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There is no assurance that developments will transpire as forecasted and actual results will be different. Information, including that obtained from outside sources, is believed to be correct, but we cannot guarantee its accuracy. This information is subject to change at any time without notice.
This material is not intended to provide tax, legal, insurance, or investment advice. Please seek appropriate professional expertise for your needs.
The Russell 2500TM Index measures the performance of the 2,500 smallest companies in the Russell 3000® Index, which represents approximately 20% of the total market capitalization of the Russell 3000 Index. Indices are unmanaged. It is not possible to invest directly in an index.
Key Risks: Equity Risk, Market Risk, Non-US Securities Risk, Liquidity Risk.
Diversification does not ensure a profit or guarantee against a loss.
Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
Past performance is no guarantee of future results.