Home / Leaderboard / Loomis, Sayles & Company L.P.
Loomis, Sayles & Company L.P.
Kevin P. Charleston · Asset Manager · Fixed Income
Founded in 1926 by Robert H. Loomis and Ralph T. Sayles, Loomis, Sayles & Company L.P. is a prominent American investment management firm headquartered in Boston. As a subsidiary of Natixis Investment Managers, the firm manages over $430 billion in assets for a global clientele of institutional and retail investors. Loomis Sayles is renowned for its commitment to active management and independent thinking, supported by a deep culture of proprietary research and risk analysis. Over its century-long history, it has evolved into a multi-asset powerhouse, providing specialized strategies across fixed income, equity, and alternative investments through its unique 'Alpha Engine' organizational model.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +0.5% |
| YTD return | -1.5% |
| Sharpe ratio | -1.47 |
| Win rate | 37% |
| AUM | $61.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 11, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $61.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.loomissayles.com |
Current Holdings
Updated on Sep 11, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 14.9% | +15.9% |
| GOOGL | Alphabet Inc Class A | 11.0% | +36.8% |
| AMZN | Amazon.com Inc | 7.7% | +15.2% |
| META | Meta Platforms Inc. | 7.5% | -6.7% |
| TSLA | Tesla Inc | 7.3% | -18.7% |
| MSFT | Microsoft Corporation | 6.4% | -2.0% |
| V | Visa Inc. Class A | 5.6% | +7.0% |
| NFLX | Netflix Inc | 5.2% | -27.1% |
| BA | The Boeing Company | 4.8% | -2.2% |
| ORCL | Oracle Corporation | 4.3% | -42.7% |
| MNST | Monster Beverage Corp | 3.6% | +25.0% |
| VRTX | Vertex Pharmaceuticals Inc | 3.5% | +26.0% |
| SHOP | Shopify Inc | 3.5% | -12.6% |
| CRM | Salesforce.com Inc | 2.7% | +9.0% |
| REGN | Regeneron Pharmaceuticals Inc | 2.5% | +30.2% |
| DIS | Walt Disney Company | 2.3% | -4.4% |
| ADSK | Autodesk Inc | 2.3% | -28.5% |
| EXPD | Expeditors International of Washington, Inc. | 1.7% | +54.1% |
| SBUX | Starbucks Corporation | 1.6% | -0.6% |
| DE | Deere & Company | 1.6% | -2.6% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | SELL | SBUX | 1.7% → 1.6% |
| Sep 7, 2026 | BUY | VRTX | 3.4% → 3.5% |
| Sep 7, 2026 | SELL | EXPD | 1.8% → 1.7% |
| Sep 7, 2026 | BUY | ADSK | 2.4% → 2.3% |
| Sep 7, 2026 | BUY | CRM | 2.0% → 2.7% |
Investment Style Analysis
Loomis, Sayles & Company L.P. is widely recognized for employing a Fixed Income strategy. As of Sep 11, 2026, the firm oversees approximately $61.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Loomis, Sayles & Company L.P. made a significant move by reducing the position in SBUX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Loomis Sayles' investment philosophy centers on active, research-driven management and high-conviction decision-making. The firm utilizes an 'Alpha Engine' model, which empowers 14 distinct and specialized investment teams to pursue their own autonomous philosophies and processes while benefiting from the firm's centralized resources. This approach emphasizes deep, proprietary bottom-up fundamental research coupled with integrated risk management to identify market inefficiencies. Whether in fixed income, equity, or alternatives, the firm's strategy is designed to uncover value and generate superior long-term, risk-adjusted returns by remaining flexible and opportunistic across diverse market environments.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Loomis, Sayles & Company L.P..
Similar Investment Style
Based on Fixed Income.
- KfW — Stefan Wintels · 3M 0.0%
- American International Group, Inc. — Peter Zaffino · 3M +20.7%
- W. R. Berkley Corporation — William R. Berkley · 3M -0.4%
- Arch Capital Group Ltd. — Nicolas Papadopoulo · 3M 0.0%
Frequently asked questions
How is the simulated portfolio for Loomis, Sayles & Company L.P. constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Loomis, Sayles & Company L.P.'s largest holding?
As of the latest filing, Loomis, Sayles & Company L.P.'s top position is NVIDIA Corporation (NVDA), representing 14.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Loomis, Sayles & Company L.P.'s historical performance and risk profile?
Our simulation indicates a total return of +0.5% with a win rate of 37%. Notably, the portfolio maintains a Sharpe Ratio of -1.47, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Loomis, Sayles & Company L.P. primarily invest in?
Loomis, Sayles & Company L.P. has a strong preference for the Internet Content & Information sector, which makes up 18.5% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Loomis, Sayles & Company L.P.'s portfolio concentrated or diversified?
Loomis, Sayles & Company L.P. runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 33.6% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Loomis, Sayles & Company L.P. performed in 2026?
Our AI-simulated model portfolio for Loomis, Sayles & Company L.P. tracks a Year-to-Date (YTD) return of -1.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Kevin P. Charleston manage Loomis, Sayles & Company L.P. directly?
Yes, Kevin P. Charleston serves as the key portfolio manager for Loomis, Sayles & Company L.P., overseeing the investment strategy and final capital allocation decisions.