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23.91
+0.34
+1.44%
14/03 - 關閉. USD 貨幣
- 晨星評級:
- 總資產: 2.78B
Loomis Sayles Global Equity and Income A
23.91
+0.34
+1.44%
LGMAX綜觀
你可在本頁找到深入的Loomis Sayles Global Allocation Fund Class A公司檔案，包括LGMAX的主要管理層、總資產、投資策略及聯絡資料，以及各類其他資訊。
聯絡資訊
主要管理層
| 名稱 | 主旨 | 成立於 | 直至 |
|---|---|---|---|
| Matthew J. Eagan | Executive Vice President | 2021 | now |
| 自傳 | Matt has 30 years of experience as a portfolio manager and fixed-income analyst. He is co-portfolio manager for a number of Loomis Sayles’ institutional and retail funds and serves as a member of the firm’s board of directors. Matt joined Loomis Sayles in 1997 as a research analyst for the multisector fixed-income team. Prior to Loomis Sayles, he was a senior fixed-income analyst at Liberty Mutual Insurance Company and a senior credit analyst at BancBoston Financial Company. Matt earned a BA from Northeastern University and an MBA from Boston University. | ||
| Lee M. Rosenbaum | Vice President | 2013 | now |
| 自傳 | Lee Rosenbaum is a Vice-President of Loomis Sayles and Co-Portfolio Manager for IA Clarington Loomis Global Allocation Fund and IA Clarington Loomis Global Equity Opportunities Fund. He joined Loomis Sayles in 2008 as a Senior Global Equity Analyst for the firm’s Central Research Group, covering the industrials, 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, he covered the financial services sector for Putnam Investments. | ||
| Eileen N. Riley | Vice President | 2013 | now |
| 自傳 | Eileen Riley is a Vice-President of Loomis Sayles and Co-Portfolio Manager for IA Clarington Loomis Global Allocation Fund and IA Clarington Loomis Global Equity Opportunities Fund. She began her investment industry career at Loomis Sayles in 1998 as a member of the International Equity Team. After earning an 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. Eileen was promoted to Portfolio Manager in 2013. | ||
| David W. Rolley | Vice President | 2000 | now |
| 自傳 | David Rolley is a Vice-President, Portfolio Manager and Co-Team Leader of the Global Fixed Income Group and Emerging Market Debt Group at Loomis Sayles. David has over 35 years of investment industry experience and is Co-Portfolio Manager for IA Clarington Loomis Global Allocation Fund. 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 |
| 自傳 | 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 |
| 自傳 | 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 |
| 自傳 | 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 |
| 自傳 | 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 Menon | CIO Fundamentals | 1999 | 2004 |
| 自傳 | Eswar Menon has over 25 years of experience in global portfolio management and equity research. Since 2016, he has led the firm’s Global, International Developed Markets, and Emerging Markets large-cap portfolios and serves on the quantitative research and investment committee. Previously, he was CIO of Harper Capital Management and held roles at Loomis Sayles, Nicholas Applegate, Geneva Advisors, WHV Investment Management, and Denahi Global Investors. He holds an MBA from the University of Chicago, an MS from UC Santa Barbara, and a B.Tech from IIT. | ||
| John Tribolet | Portfolio Manager | 1999 | 2004 |
| 自傳 | John is a portfolio manager for Nuveen’s equities team and has lead portfolio management responsibilities for several global and international strategies. He is also a member of the Equities Investment Council (EIC) with a focus on international investing. Prior to his current role and since joining Nuveen in 2005, John has served as head of global equities research for Nuveen as well as a lead international and global portfolio manager on multiple strategies. Prior to joining Nuveen, John was co - head of the Loomis Sayles International Equity Fund and an international portfolio manager at Nicholas Applegate.. John graduated with a B.A. in Economics from Columbia University and an M.B.A., with honors, in Finance from the University of Chicago. | ||
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