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Loomis Sayles Global Allocation Fund Class C (LGMCX)
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24/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 2.97B
Type:
Fund
Market:
United States
Issuer:
Natixis Funds
Underlying:
MSCI ACWI Net USD
Asset Class:
Equity
Loomis Sayles Global Equity and Income C
23.49
+0.12
+0.51%
- Overview
- Profile
- Historical Data
- Holdings
LGMCX Overview
On this page you'll find an in-depth profile of Loomis Sayles Global Allocation Fund Class C. Learn about the key management, total assets, investment strategy and contact information of LGMCX among other information.
Investment Strategy
The investment seeks high total investment return through a combination of capital appreciation and current income. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in equity and fixed-income securities of U.S. and foreign issuers. Equity securities purchased by the fund may include common stocks, preferred stocks, depositary receipts, warrants, securities convertible into common or preferred stocks, interests in real estate investment trusts ("REITs") and/or real estate-related securities and other equity-like interests in an issuer.
Contact Information
Address
P.O. Box 219594
Kansas City,MO 64121-9594
United States
Kansas City,MO 64121-9594
United States
Phone
+1 8006333330
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Matthew J. Eagan | Executive Vice President | 2021 | Now |
| Biography | Matt Eagan is a portfolio manager and head of the full discretion team at Loomis, Sayles & Company. He is also a member of the firm’s Board of Directors. Matt has 33 years of investment industry experience as a portfolio manager and fixed income analyst. Matt joined Loomis Sayles in 1997 as a fixed income research analyst for the multisector fixed income team and became a portfolio manager in 2000. He was promoted to co-head of the full discretion team in 2012. | ||
| Lee M. Rosenbaum | Vice President | 2013 | Now |
| Biography | Lee Rosenbaum is a portfolio manager and Co-Head of Global Equity Opportunities at Loomis, Sayles & Company. He joined Loomis Sayles in 2008 as a senior global equity analyst for the firm’s central research group, covering the industrial, materials and financial services sectors. Lee later joined the global equity team as a dedicated product analyst. He was promoted to portfolio manager in 2013. Previously, Lee covered the financial services sector for Putnam Investments. | ||
| Eileen N. Riley | Vice President | 2013 | Now |
| Biography | Eileen Riley is a portfolio manager and the Co-Head of Global Equity Opportunities at Loomis, Sayles & Company. She 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. | ||
| David W. Rolley | Vice President | 2000 | Now |
| Biography | David Rolley is a portfolio manager and co-head of the global fixed income team at Loomis, Sayles & Company. With 43 years of investment industry experience, he co-manages the Loomis Sayles Global Bond and Global Allocation funds in addition to a suite of products outside the US, and multiple emerging market and global bond portfolios. Prior to joining Loomis Sayles in 1994, he was a principal and director of international capital market research at DRI/McGraw-Hill. His responsibilities included international interest rate and currency forecasting, and risk management consulting. | ||
| Daniel J. Fuss | Executive Vice President | 1996 | 2021 |
| Biography | Dan Fuss has 65 years of experience in the investment industry and has been with Loomis, Sayles & Company since 1976. He is vice chairman of the firm’s Board of Directors and a senior advisor to the full discretion team. In 2019, Dan was awarded the Outstanding Portfolio Manager Award at the US Morningstar Awards for Investing Excellence. In 2012, he received both the Institutional Investor Money Management Lifetime Achievement Award and the Lipper Excellence in Investing Award. In 2013, Dan received the CFA Society of Milwaukee Lifetime Achievement Award. | ||
| Warren N. Koontz | Managing Director | 2004 | 2013 |
| Biography | Warren Koontz is the head of value equity and a large cap value portfolio manager. He is responsible for overseeing the investment process, strategy implementation, and risk management for Jennison's value equity platform. He is also a member of the Jennison Management Team. Warren joined Jennison in 2014. Previously, he was with Loomis Sayles, where he managed diversified and concentrated value strategies. Before Loomis Sayles, Warren was a member of the investment policy committee at Comerica Bank, where he managed institutional and high net worth equity portfolios. Prior to that, he worked at the Jeffrey Company as chief investment officer and the Public Employees' Retirement System of Ohio as the primary portfolio manager for equity portfolios. Warren holds a BS in finance and an MBA from Ohio State University. He is a CFA charterholder. | ||
| Mark B. Baribeau | Managing Director | 2004 | 2011 |
| Biography | Mark Baribeau is the head of global equity and a global equity portfolio manager. He is responsible for overseeing the investment process, strategy implementation, and risk management for Jennison's global equity strategies. He is a member of the Jennison Management Team. Prior to joining Jennison in 2011, Mark was a global equity and large cap growth portfolio manager at Loomis Sayles. Before that, he was an economist at John Hancock Financial Services. Mark received a BA in economics from the University of Vermont and an MA in economics from the University of Maryland. He is a CFA charterholder. | ||
| Robert Ix | Vice President, Portfolio Manager | 2002 | 2004 |
| Biography | Ix is vice president and portfolio manager with Loomis, Sayles & Company, his employer since 1999. Prior to joining the company, he served as a portfolio manager at Bank of New York; a financial analyst at Fidelity Management and Research; an underwriting manager and trader at Mabon, Nugent & Company, and an associate underwriter and trader at Glickenhaus & Company. Ix is a Chartered Financial Analyst designation holder. | ||
| Eswar C. Menon | Vice President | 1999 | 2004 |
| Biography | Mr. Menon is a Portfolio Manager on the Geneva Emerging Markets Equity and Geneva International Small Cap strategies. Prior to joining Geneva, Eswar was a portfolio manager and equity analyst at WHV Investment Management. Previous to that, he founded Denahi Global Investments, LLC, an investment adviser that managed a long-short hedge fund, the Denahi Asia Focus Fund, LP. He also held portfolio management positions at Loomis Sayles & Co., L.P. and Nicholas-Applegate Capital Management. Mr. Menon received a bachelor’s degree from the Indian Institute of Technology, Madras, a masters’ degree from the University of California, Santa Barbara and an MBA from the University of Chicago. | ||
| John N. Tribolet | portfolio management | 1999 | 2004 |
| Biography | John N. Tribolet has been in TIAA and its advisory affiliates from 2005 to 2014 (portfolio management of global equity portfolios); and 2014 to Present (Head of Global Equity Research). Prior to that,Tribolet was a vice president and portfolio manager with Loomis, Sayles & Company, his employer since July 1999. Previously, he served as a portfolio manager with Nicholas-Applegate Capital Management from 1997 to 1999. Prior to 1995, he spent three years in the investment banking industry, most recently at PaineWebber. | ||
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