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Loomis Sayles Small Capital Value Fund Retail Class (LSCRX)

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26,00 +0,28 +1,09%

25/11 - Fördröjd data. Valuta i USD

Typ: Fond

Marknad: USA

Utgivare: Loomis Sayles Funds

Tillgångsklass: Aktier

Morningstar-värdering:
Totala tillgångar: 423,34M

Allmänt
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Teknisk
- Teknisk analys
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LSCRX Översikt

På denna sida hittar du en djupgående profil av Loomis Sayles Small Capital Value Fund Retail Class. Läs om viktig ledning, totala tillgångar, investeringsstrategi och kontaktinformation om LSCRX tillsammans med annan information.

Kategori

Small Blend

Totala tillgångar

423,34M

Utgifter

1,15%

Startdatum

35430

Kontaktinformation

Adress P.O. Box 219594
Kansas City,MO 64121-9594
United States

Telefon +1 8006333330

Webb www.loomissayles.com

Verkställande ledning

Namn	Titel	Sedan	Till
Jeffrey M. Schwartz	Vice President	2012	Nu
Biografi	Jeffrey Schwartz is a portfolio manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Small Cap Value Fund, and the Loomis Sayles Small Cap Value and Small/Mid Cap Core strategies. In addition to his portfolio management responsibilities, he also maintains primary research coverage for the utilities sector and the transportation industry. Jeff joined Loomis Sayles from Palisade Capital Management in Fort Lee, NJ, where he was senior portfolio manager of a small cap strategy from late 2004 until 2012. Prior to Palisade, Jeff managed a small cap fund at Safeco Asset Management in Seattle, WA from 2003 until 2004. From 1992 until 2001, he was a senior portfolio manager and principal at Munder Capital Management in Birmingham, Michigan, most recently co-managing their microcap and small cap portfolios. Jeff earned a BA in mathematics from the State University of New York at Binghamton and an MBA from the University of Michigan.
Joseph R. Gatz	Vice President	2000	Nu
Biografi	Joe Gatz is a portfolio manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Small Cap Value Fund, and the Loomis Sayles Small Cap Value and Small/Mid Cap Core strategies. In addition to his portfolio management responsibilities, Joe also maintains primary research coverage for several holdings within both strategies, with an emphasis on special situations, as well as industrials, healthcare and energy. He joined Loomis Sayles in 1999 as a mid cap value equity portfolio manager, and was promoted to lead the small/ extended/mid cap value team in early 2000. Prior to Loomis Sayles, Joe was a portfolio manager at Banc One Investment Advisors. He started his investment industry career at National Bank of Detroit (NBD). Joe earned a BA from Michigan State University and an MBA from Indiana University.
Dan G. Thelen	Managing Director, Small/Mid Cap Equities	2000	2011
Biografi	Dan Thelen, a portfolio manager with the Advisor, has managed the Ancora/Thelen Small-Mid Cap Fund since its inception in 2013. He was responsible for the management of institutional client portfolios as well as expanding the asset base of Ancora’s Family of Mutual Funds. Dan began his career in the investment business in 1990 in Price Waterhouse’s Valuation Services Group where he performed private valuation analyses on spinoffs and divestitures for small to mid-size companies in a variety of industries.
Dawn Alston Paige	Executive Vice President	2000	2000
Biografi	Dawn serves as Piedmont’s Executive Vice President and portfolio manager of Piedmont’s Small Cap Value Opportunity Product. Prior to joining Piedmont, Dawn previously served as co-manager of the Loomis Sayles Small Cap Value product. Dawn began her investment career at Loomis, Sayles in 1992 when she joined the recently founded Small Cap Product Group as its first analyst. She became a portfolio manager in 1997.
Mary C. Champagne	Portfolio Manager	1995	2000
Biografi	Mary C. Champagne, CFA, a founding partner of the Adviser, joined the NorthPointe Capital, LLC in 1999 and serves as portfolio manager. Champagne holds the Chartered Financial Analyst designation.
Jeffrey C. Petherick	Portfolio Manager	1991	2000
Biografi	Jeffrey C. Petherick, CFA, a founding partner of the Adviser, joined the Adviser in 1999 and serves as portfolio manager Petherick holds the Chartered Financial Analyst designation.
Barbara C. Friedman	Senior Vice President and portfolio manager	1991	1995
Biografi	Friedman is senior vice president and portfolio manager with John Hancock Advisers, her employer since 1998. Previously, she was a vice president at Fleet Investment Advisers. Prior to that, she was a vice president at Loomis, Sayles and Company. She spent 13 years as a partner with Harvard Management Company, and four years as an assistant vice president with Wellington Management Company. Friedman holds the Chartered Financial Analyst desgnation.
Ric H. Dillon	Founder, CEO, CIO	1991	1993
Biografi	Mr. Dillon is one of the founders of VELA Investment Management, LLC and has served as CEO, CIO & Co-Portfolio Manager of the firm since November 2019. Early in his career, Mr. Dillon was a Portfolio Manager at Loomis, Sayles & Company. In the 1990s, Mr. Dillon founded Dillon Capital Management, where he served as President and Chief Investment Officer until the company was acquired by Loomis, Sayles & Company, where he returned to work as a Portfolio Manager until 2000. In May 2000, Mr. Dillon founded Diamond Hill Capital Management, where he served as CEO and Portfolio Manager on their Small Cap and Long-Short Strategies. Mr. Dillon retired from Diamond Hill Capital Management in 2018. Mr. Dillon holds the Chartered Financial Analyst (CFA) designation. He received an MBA from the University of Dayton, as well as a M.A. in Finance and a B.S. in Business Administration from The Ohio State University.

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Nyligen besökta

	Namn	Pris	+/-	+/- %
	Loomis Sayles Smal.	26,00	+0,28	+1,09%