Fund Inception | 12/30/1994 |
Name of Issuer | Loomis Sayles Funds |
Fund Advisor(s) | Loomis, Sayles & Company LP |
Sub-Advisor(s) | -- |
Fund Managers for NECRX
Peter Palfrey
Portfolio Manager since 12/31/1996
Peter Palfrey is a portfolio manager for the fixed income group at Loomis, Sayles
& Company. With 40 years of investment industry experience, Peter co-manages
the Loomis Sayles Core Plus strategy, which includes the Loomis Sayles Core Plus
Bond Fund, and the Loomis Sayles active US Treasury strategies. Prior to joining
Loomis Sayles in 2001, he worked for Back Bay Advisors as senior vice president
and portfolio manager, and for MONY Capital Management as investment vice
president and portfolio manager. Peter earned a BA from Colgate University.
Richard Raczkowski
Portfolio Manager since 05/01/1999
Rick Raczkowski is a portfolio manager and co-head of the relative return team
at Loomis, Sayles & Company. He co-manages the Loomis Sayles Corporate Bond
strategies and Core Plus Fixed Income strategy, which includes the Loomis Sayles
Core Plus Bond Fund. Rick is also a member of the firm’s Board of Directors. He
has 34 years of investment industry experience and joined Loomis Sayles in 2001.
Prior to Loomis Sayles, Rick served as vice president for Back Bay Advisors and
was a senior consultant at both Hagler Bailly Consulting and EDS Management
Consulting/A.T. Kearney. He also worked as an economist and industry analyst for
DRI McGraw-Hill. Rick earned a BA from the University of Massachusetts and an
MBA from Northeastern University
Ian Anderson
Portfolio Manager since 02/01/2020
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 02/01/2020
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.