Fund Inception | 03/02/2006 |
Name of Issuer | Loomis Sayles Funds |
Fund Advisor(s) | Loomis, Sayles & Company LP |
Sub-Advisor(s) | -- |
Fund Managers for LSSAX
Alessandro Pagani
Portfolio Manager since 02/01/2010
Alessandro Pagani is a portfolio manager and head of the mortgage and
structured finance team at Loomis, Sayles & Company. He leads the group in
developing investment strategies for mortgage pass-through, asset-backed,
residential and commercial mortgage-backed securities across all fixed income
products. Alessandro also co-manages the firm’s securitized investment
strategies.
With 26 years of investment industry experience, Alessandro joined Loomis Sayles
in 2008 from Cambridge Place Investment Management, a specialty manager of
credit sensitive structured securities, where he was co-head of global research
and credit. He was also a director of asset-backed securities research at Banc One
Capital Markets.
Alessandro earned a doctoral degree in economics and commerce from the
University of Brescia in Italy
Ian Anderson
Portfolio Manager since 02/01/2013
an Anderson is the agency MBS strategist for the mortgage and structured
finance team at Loomis, Sayles & Company where he is responsible for developing
agency MBS research and relative value recommendations across all fixed income
products. He is the lead portfolio manager for the dedicated agency MBS strategies
and a co-agency MBS portfolio manager for the Loomis Sayles Core Plus Bond
Fund.
Ian joined Loomis Sayles in 2011 from Fannie Mae, where he held several positions
over his 11 year tenure. Most recently, he was a senior portfolio manager for
Fannie Mae’s investment portfolio, developing and implementing relative value
alpha strategies for the agency MBS, CMO, CMBS, reverser mortgage and hybrid
sub-portfolios. Prior to this, Ian was responsible for agency CMO structured
book, conducting hedging of assets and assisting researchers to develop accurate
prepayment and term structure models. He began as a financial analyst and
later became a senior securities analyst and assisted traders with inquiries into
various model risk analytics and forecasts in various asset classes, helped design
and implement a short horizon portfolio tracking system, compared internal
model prepayment speeds and risk analytics, and designed and produced return
attribution reports for the portfolio.
Barath Sankaran
Portfolio Manager since 07/01/2021
Barath Sankaran is a member of the mortgage and structured finance team at
Loomis, Sayles & Company. He is a co-portfolio manager for the dedicated agency
MBS strategies and a co-agency MBS portfolio manager for the Loomis Sayles
Core Plus Bond Fund. Additionally, Barath guides other product teams at the firm
in the optimal sector allocation and portfolio implementation of agency MBS.
Barath joined Loomis Sayles in 2009 as an analyst in the mortgage and structured
finance group, where he initially focused on non-agency RMBS and gradually
expanded his role to agency MBS. Since 2011, Barath has been dedicated to
the agency MBS effort with the goal of developing best-in-class investment
capabilities. He was instrumental in creating the firm's proprietary prepayment
model and has led the creation of a fundamentally-driven relative value approach
to investing in specified MBS pools. In 2018, Barath was promoted to portfolio
manager. Prior to Loomis Sayles, he held multiple roles at Johnson & Johnson,
where he was a member of the Information Management Leadership Development
Program, a Six Sigma dashboard architect and later a business relationship lead
for the consumer products division.
Barath earned a BS from Carnegie Mellon University and an MBA from the Sloan
School of Management at the Massachusetts Institute of Technology. He is fluent
in German.
Stephen LaPlante
Portfolio Manager since 07/01/2021
Steve LaPlante is a portfolio manager and securitized strategist on the mortgage
and structured finance team at Loomis, Sayles & Company. He is a securitized
strategist for the Full Discretion team, working directly with portfolio managers
to structure the allocation to the sector. He is also a co-portfolio manager and
senior analyst on the mortgage and structured finance team, responsible for
co-managing the investment grade securitized credit and opportunistic securitized
credit strategies.
Steve joined Loomis Sayles in 2017 as a mortgage and structured finance analyst
and has 14 years of investment industry experience. Previously, he was a senior
analyst at Manulife, responsible for the mortgage credit sector including nonagency RMBS and agency risk transfer securities. Prior to this, Steve was a senior
analyst at Income Research and Management, serving as the primary analyst
in commercial mortgage credit, including CMBS and agency CMBS securities.
Before this, he was at White Mountains Advisors as a portfolio analyst, maintaining
portfolio level analytics, evaluating pricing models, and monitoring exposures
across the firm’s portfolios, which included ABS, CMBS, RMBS holdings as well as
Agency, Sovereign and Corporate securities.
Steve earned a BS from Union College and an MBA from Carnegie Mellon
University.
Jennifer Thomas
Portfolio Manager since 07/01/2021
Jennifer Thomas is a co-portfolio manager on the mortgage and structured
finance team at Loomis, Sayles & Company, where she co-manages the
investment grade securitized credit and opportunistic securitized credit strategies.
She is also a senior analyst, specializing in ABS with a focus on consumer ABS.
Jennifer is responsible for generating relative value trade ideas to help enhance
portfolios and achieve investment objectives, and collaborating on structured
product-related initiatives with client services and marketing. In addition, she has
also supported the credit and research efforts in CMBS. Jennifer joined Loomis
Sayles in 2007 and has 22 years of investment industry experience.