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Loomis Sayles Small Cap Growth Fund Institutional Class (LSSIX)
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27.87
+0.04
+0.14%
- Morningstar Rating:
- Total Assets: 2.28B
Loomis Sayles Small Cap Growth Instl
27.87
+0.04
+0.14%
- Overview
- Profile
- Historical Data
- Holdings
Loomis Sayles Small Cap Growth Fund Institutional Class Overview
On this page you'll find an in-depth profile of Loomis Sayles Small Cap Growth Fund Institutional Class. Learn about the key management, total assets, investment strategy and contact information of LSSIX among other information.
Investment Strategy
The investment seeks long-term capital growth. The fund normally will invest at least 80% of its net assets (plus any borrowings made for investment purposes) in the equity securities of "small-cap companies," including preferred stocks, warrants, securities convertible into common or preferred stocks and other equity-like interests in an entity. Currently, the manager defines a small-cap company to be one whose market capitalization falls within the capitalization range of the Russell 2000® Index, an index that tracks stocks of 2,000 of the smallest U.S. companies.
Contact Information
Address
P.O. Box 219594
Kansas City,MO 64121-9594
United States
Kansas City,MO 64121-9594
United States
Phone
+1 8006333330
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| John J. Slavik | Vice President | 2005 | Now |
| Biography | John Slavik is a co-portfolio manager of the Loomis Sayles Small Cap Growth and Small/Mid Cap Growth funds and the Loomis Sayles small cap growth, small/mid cap growth and mid cap growth strategies. He has 28 years of investment industry experience. Before joining Loomis Sayles in 2005, John was a portfolio manager for Westfield Capital Management, LLC where he helped manage small and small/mid cap growth assets. Previously, he was vice president of equity research at Harbor Capital Management, where he held research responsibilities and was a member of the growth product portfolio management team. Prior to that, John was an associate portfolio manager and research analyst at Phoenix Investment Counsel. He is a member of CFA Society Boston and a graduate of the University of Connecticut. | ||
| Mark F. Burns | Vice President | 2005 | Now |
| Biography | Mark Burns is a co-portfolio manager of the Loomis Sayles Small Cap Growth and Small/Mid Cap Growth funds and the Loomis Sayles small cap growth, small/mid cap growth and mid cap growth strategies. He has 23 years of investment industry experience. Mark joined Loomis Sayles in 1999 as a small cap growth analyst working on a range of sectors, including technology, consumer and healthcare. He was instrumental in developing the Loomis Sayles diversified approach to small cap management. Mark previously worked as an investment analyst for New England Pension Consultants, where he researched small cap strategies, developed risk/ return assumptions for all asset classes and performed asset allocation studies. He earned his undergraduate degree at Colby College and an MBA from the Johnson School of Management at Cornell University. | ||
| Christopher R. Ely | Vice President | 1997 | 2005 |
| Biography | Ely is a portfolio manager with Loomis Sayles & Company, his employer since 1996. Previously, he was a vice president and senior portfolio manager with Keystone Investment Management. Prior to Keystone, he worked with Fleet National Bank for two years, and with Sun Life of Canada for six years.Ely is a member of the Boston Securities Analysts Society Ely holds the Chartered Financial Analyst designation. | ||
| Philip C. Fine | Vice President | 1997 | 2005 |
| Biography | Fine is a portfolio manager with Loomis Sayles & Company, his employer since 1996. Previously, he was a portfolio manager with Keystone Investments from 1991 to 1996. Prior to that, he was a portfolio manager with Systematic Investors. He has over 17 years of investment experience. Fine holds the Chartered Financial Analyst designation. | ||
| David L. Smith | Vice President | 1997 | 2005 |
| Biography | Smith is a portfolio manager with Loomis Sayles & Company, his employer since July 1996. Prior to joining the firm, he was vice president of Keystone Investments from 1990 to July 1996. He has 10 years of investment experience. Smith holds the Chartered Financial Analyst designation. | ||
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