Loomis, Sayles employs a "bond pickers" approach. They believe the greatest opportunity to add value resides in the pricing of credit risk due to inherent inefficiencies in the bond market.
Loomis believes research underlies the investment process of each strategy. The extensive in-house team of credit analysts at Loomis seeks to identify attractively valued issues based on intensive bottom-up fundamental credit research.
The team researches debt offerings in the same way equity analysts research stocks — a search for undervalued bonds where they see a yield premium, the potential for appreciation, or both.
Loomis, Sayles believes that interaction between portfolio managers and credit analysts helps ensure the best ideas make it into client portfolios.
The Loomis, Sayles Process:
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Managers Bond Fund
Managers Fixed income Fund
Managers Fremont Global Fund
Managers Global Bond Fund
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Dan Fuss
Vice Chairman
Portfolio Manager
50 Years Industry Experience
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- Founded in 1926
- Manages approximately $134.5 billion as of 6/30/08
- Opportunistic, bond-picking approach balanced with disciplined, bottom-up credit analysis
- Proprietary, global credit-rating system is one of the oldest in the country
Conference Call Replay: Managers Bond with Dan Fuss of Loomis, Sayles — September 18, 2008
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Disclosure
Investors should carefully consider the fund's investment objectives, risks, charges, and expenses before investing. For this and other information, please call 800.835.3879 or download a free prospectus. Read it carefully before investing or sending money.
There is no guarantee that these investment strategies will work under all market conditions, and each investor should evaluate their ability to invest for a long-term, especially during periods of downturns in the market.
Fixed-income funds are subject to the risks associated with investments in debt securities, such as default risk, fluctuations in debtor's perceived ability to pay its creditors, and changing interest rate risk. Changing interest rates may adversely affect the value of an investment. An increase in interest rates typically causes the value of bonds and other fixed income securities to fall.
Managers Bond Fund invests in international securities, which are subject to certain risks of overseas investing including currency fluctuations and changes in political and economic conditions, which could result in significant market fluctuations. These risks are magnified in emerging markets.
Fremont Global Fund and Global Bond Fund invest in foreign securities which, even though publicly traded in the United States, may involve risks which are in addition to those inherent in domestic investments.
Managers Bond Fund and Fixed Income Fund may invest in high yield bonds (also known as “junk bonds”) are subject to additional risks such as the risk of default.
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