Leadership

Our leadership team blends unmatched expertise with a commitment to integrity, driving the future of investment.

Kevin P. Charleston

Kevin P. Charleston

Chairman and Chief Executive Officer
Kevin Charleston is Chairman of the Board of Directors and Chief Executive Officer at Loomis, Sayles & Company. […]
Read Kevin’s Bio

The Teams Behind Our Investments

Our Alpha Engines operate under independent philosophies that allow them to uncover distinct opportunities, all with a shared focus on seeking alpha

$143.9B TOTAL AUM as of (06/30/2026)

Relative Return

A comprehensive fixed income platform powered by seasoned investors and focused, benchmark aware investment strategies.

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$90.7B TOTAL AUM as of (06/30/2026)

Growth Equity Strategies

Loomis Sayles is home to four equity Alpha Engines, each featuring a distinct alpha-generating investment philosophy and time-tested investment processes that are designed to assist clients in achieving their goals. All Loomis Sayles equity Alpha Engines feature embedded research resources, enabling each team to achieve sustained, long-term performance through independent, non-consensus thinking.

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$87.3B TOTAL AUM as of (06/30/2026)

Full Discretion

High-conviction, active credit investors focused on results.

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$38.2B TOTAL AUM as of (06/30/2026)

Global Fixed Income

Loomis Sayles has long been recognized as a global leader in credit management. Drawing on the expertise of 10 specialized Alpha Engines, Loomis Sayles delivers a range of fixed income strategies and solutions. Each team leverages the firm’s best-in-class research capabilities to move decisively when market opportunities emerge.

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$27.1B TOTAL AUM as of (06/30/2026)

Disciplined Alpha

Using rigorous research and consistent systematic risk management to identify relative value opportunities across bonds and sectors to drive alpha generation.

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$21.8B* TOTAL AUM as of (06/30/2026)

Structured Finance

The Structured Finance Team uniquely spans research and investment, delivering global industry expertise to the firm's fixed income alpha engines and acting as a standalone investment team.

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$10.2B* TOTAL AUM as of (06/30/2026)

Global Equity Opportunities

Loomis Sayles is home to four equity Alpha Engines, each featuring a distinct alpha-generating investment philosophy and time-tested investment processes that are designed to assist clients in achieving their goals. All Loomis Sayles equity Alpha Engines feature embedded research resources, enabling each team to achieve sustained, long-term performance through independent, non-consensus thinking.

View The Global Equity Opportunities Team
$9.6B* TOTAL AUM as of (06/30/2026)

Alpha Strategies

By combining expertise from theorists, scientists, and engineers to develop and refine a library of alpha sources, the Loomis Sayles Systematic Investing Strategies (SIS) Team creates bespoke indices that seek to consistently deliver diversified, risk-managed investment solutions aligned with the client's goals and market outlook. Collaborating with insurance carriers, SIS engineers customized market-linked solutions are designed to power their index-based annuity products

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$6.4B TOTAL AUM as of (06/30/2026)

Municipal Bond

Seeking attractive relative value within the investment grade municipal bond universe through a disciplined, research driven and risk-managed approach.

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$6.1B TOTAL AUM as of (06/30/2026)

Specialty Growth Strategies

A lower volatility approach to high growth investing.

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$4.2B TOTAL AUM as of (06/30/2026)

Emerging Markets Debt

Focused on issuer selection as the key to unlocking alpha across sovereign, corporate and local currency markets

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$4.0B TOTAL AUM as of (06/30/2026)

Euro Credit

Our active, conservative alpha investment process aims to capitalize on inefficiencies in the euro-denominated credit market.

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$3.4B TOTAL AUM as of (06/30/2026)

Small / SMID Equity Opportunities

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.

View The Small / SMID Equity Opportunities Team
$487M TOTAL AUM as of (06/30/2026)

Private Credit

Investment grade private credit solutions for global institutional investors.

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*Includes accounts that may also be counted as part of other strategies.

Market conditions are extremely fluid and change frequently.

Any investment that has the possibility for profits also has the possibility of losses, including loss of principal.

There is no guarantee that any investment objective will be realized, or that the strategy will be able to generate positive or excess return.

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