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本基金之投資目標在利用經常收益與資本增值之投資組合以達高投資報酬。 本基金至少將總資產的51%投資於固定收益有價證券,該等有價證券係在附錄一所臚列之交易所上市或於附錄一所臚列之市場中交易。本基金得投資49%以下之總資產於現金、貨幣市場工具或上揭以外之其它有價 證券。本基金得將不超過20%之總資產投資於特別股,將10%以下之總資產投資於普通股。本基金得將10%以下之淨資產投資於集合投資事業。
名稱 | 主旨 | 成立於 | 直至 |
---|---|---|---|
Matthew J. Eagan | Executive Vice President | 2007 | now |
自傳 | Matthew J. Eagan is an Executive Vice President and a member of the Board of Directors of Loomis Sayles. Mr. Eagan started his investment career in 1989 and joined Loomis Sayles in 1997. Previously, he worked for Liberty Mutual Insurance Company as a senior fixed-income analyst and for BancBoston Financial Company as a senior credit analyst. Mr. Eagan received his BA from Northeastern University and his MBA from Boston University. He is a CFA® charterholder. | ||
Elaine M. Stokes | Executive Vice President | 2007 | now |
自傳 | Elaine M. Stokes is an Executive Vice President and a member of the Board of Directors of Loomis Sayles. She has joined Loomis Sayles in 1988. Prior to becoming a portfolio manager in 2000, she had experience working in high yield, global and emerging markets, serving as a senior fixed-income trader and portfolio specialist. Ms. Stokes is co-head and founder of the Loomis Sayles Women's Network group and is on the executive board for the Strong Women, Strong Girls nonprofit organization. Ms. Stokes earned a BS from St. Michael's College. | ||
Daniel J. Fuss | Executive Vice President | 1998 | now |
自傳 | Dan Fuss has been with Loomis, Sayles & Company since 1976. He is Vice Chairman of the firm and co-manager on numerous institutional accounts for the fixed-income group. In 2012, Mr. Fuss received the Institutional Investor Money Management Lifetime Achievement Award and the Lipper Excellence in Investing Award. In 2013, Mr. Fuss received the CFA Society of Milwaukee Lifetime Achievement Award. In 2000, he was named to the Fixed Income Analysts Society’s Hall of Fame. Mr. Fuss received his BS and his MBA from Marquette University, and is a CFA® charterholder. | ||
Kathleen C. Gaffney | Vice President | 1998 | 2013 |
自傳 | Ms. Gaffney is a Vice President of Eaton Vance and BMR since October 2012. Prior to joining Eaton Vance in 2012, she was a vice president and portfolio manager at Loomis, Sayles & Company. Ms. Gaffney began her career at Loomis Sayles in 1984. From 1992 to 2012, she served as Vice President and Fixed Income Portfolio Manager. From 1988 - 1992 she held served as Vice President and Fixed Income Trader. From 1984 to 1988 she served as a Fixed Income and Equity Trader. Ms. Gaffney holds the designation of Chartered Financial Analyst. She received a B.A. from the University of Massachusetts at Amherst, and has been with the investment industry since 1984. |
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