Management |
Domicile | United Kingdom | Legal Structure | Open Ended Investment Company | UCITS | Yes | Inception Date | 26/07/2013 | ![](/includes/images/clear.gif) | Fund Advisor(s) | Loomis, Sayles & Company LP |
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Fund Manager | Daniel Fuss | Manager Start Date | 08/03/2013 | Career Start Year | 1958 |
Education | 1965, Marquette University, M.B.A. | 1955, Marquette University, B.S. |
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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. |
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Fund Manager | Matthew Eagan | Manager Start Date | 08/03/2013 | Career Start Year | 1989 |
Education | 1989, Northeastern University, B.A. | 1995, Boston University, M.B.A. |
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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. |
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Fund Manager | Elaine Stokes | Manager Start Date | 08/03/2013 | Career Start Year | 1987 |
Education | St. Michael's College, B.S. |
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Biography |
Elaine M. Stokes joined Loomis Sayles in 1988 and is a Director, Portfolio Manager and Co‑Head of the full discretion team. She has 33 years of investment industry experience. She is also a Co‑Portfolio Manager of the Loomis Sayles Strategic Alpha Fund and other fixed income funds managed by Loomis Sayles. Prior to becoming a Portfolio Manager in 2000, she had experience working in high yield, global and emerging markets. She has served as a senior fixed income trader and portfolio specialist. She earned a BS from St. Michael’s College. |