We are pleased to share some exciting news about the Loomis Sayles Global Allocation Team.
On April 30th, 2024, The Global Allocation team was nominated as a top-three finalist in the Outstanding Portfolio Manager category of the 2024 U.S. Morningstar Awards for Investing Excellence. This is a well-deserved recognition and reaffirms the team’s place among the most elite investment managers across the globe.
While team did not ultimately take the award back to Boston, just to be nominated for such a prestigious award further validates our conviction with this manager and your choice of the Global Allocation strategy for your clients’ portfolios.
The team’s focus on three key alpha drivers (Quality, Intrinsic Value Growth and Valuation), combined with the team’s multi-year approach to owning business, has resulted in a tremendous and peer group average beating track record. Performance over the last 12 months has been exceptional, nearly double the category average.
Our segregated fund managed by the team:
Global Diversified (Loomis Sayles)
To learn more: https://www.morningstar.com/funds/morningstar-awards-investing-excellence-outstanding-portfolio-manager-nominees-5
