Celebrating 100 years of investment excellence

A. Vere Shaw, Robert H. Loomis, Ralph T. Sayles, and Arthur B. Nichols establish Shaw, Loomis & Sayles to provide independent, research-driven investment counsel to help clients achieve their financial goals.

Despite the Great Depression, the prudent management team facilitates recovery, launching the firm’s first mutual fund and returning to profitability by 1933.

The firm is renamed Loomis, Sayles & Company and assets reach $1 million by 1936 as the firm introduces a new fund – the Loomis-Sayles Second Fund.

During its 25th year, and amid ongoing growth in the US and Canada, the firm expands leadership to 28 partners, reflecting the founders’ commitment to shared ownership and continuity.

Loomis Sayles wins its first multiemployer plan mandate. Since then, the firm has continuously managed these plans, making it one of the longest-serving Taft-Hartley managers in the US.

President Maurice Freeman centralizes all research into the Loomis Sayles “black book,” enabling faster trendspotting and more streamlined analysis.

Daniel J. Fuss, CFA, CIC, joins Loomis Sayles as Equity Portfolio Manager, marking the start of a distinguished five-decade career that continues today.

As high inflation and underperforming “Nifty Fifty” growth stocks rock markets, institutional managers to seek new sources of alpha. Loomis Sayles will soon develop new strategies to support clients in achieving their goals.

Head of Research John Bunton transitions “equity analysts” to “industry analysts,” broadening research coverage and building on an internal rating system developed in the 1930s, marking the formation of the Credit Research Team.

Dan Fuss is appointed to lead the new Fixed Income Department where he pioneers a deep value, stock-picking approach to bond investing. This marks the launch of the Full Discretion Team and beginning of Dan’s enduring legacy.

Throughout the decade, Loomis Sayles expands its research capabilities to generate investment insights on global macroeconomic conditions, opportunities and risks, laying the foundation for what is now the Macro Strategies Team.

The firm launches a roster of mutual funds in fixed income and equities, providing individuals the ability to invest in portfolios that mirror strategies previously reserved for institutional clients.

Robert J. Blanding is appointed CEO and focuses the next two decades on guiding growth, operational efficiency, and the expansion of investment resources to meet evolving client needs.

Loomis Sayles launches its first offshore funds in Ireland, broadening its presence in global markets.

Restructuring into three specialized groups – Fixed Income, Value, and Core Bond Management – Loomis Sayles enhances collaboration, streamlines operations, and improves client service.

The Global Fixed Income Team launches, encompassing a suite of portfolios launched in the 1990s.

Loomis Sayles formalizes its Relationship Management Team in recognition of its partnership-focused approach to client service.

The acquisition of Back Bay Advisors leads to the formation of new investment teams including the Relative Return and Bank Loan Teams.

Loomis Sayles formalizes its dedicated Consultant Relations Team, strengthening the firm’s connectivity to global investment consultants.

New Fixed Income CIO Jae Park sharpens investment discipline and codifies team philosophies, launching Alpha Engines—specialized teams aligned around a shared client focus.

The firm relocates most operations to Boston Headquarters, while maintaining offices in Detroit, where the existing Small Cap Value/Small Mid Cap Core Team continues to reside, as well as San Francisco and Washington, DC.

The Loomis Sayles Small Cap Growth Team undergoes a restructuring, laying the foundation for what is now known as the Specialty Growth Strategies Team.

The inaugural Dan Fuss Award is conferred, honoring employees who, like Dan, possess a relentlessly positive attitude and consistently go the extra mile for clients.

As assets surpass $100 billion the firm launches Quantitative Research Risk Analysis Team, now known as the Applied IQ Team, and the Investment Strategy and Risk Management Team.

The firm launches the multi-asset focused Alpha Strategies Team.

The firm adds new dimensions to its fixed income lineup with the introduction of the Disciplined Alpha and Mortgage & Structured Finance Teams.

Amid the Global Financial Crisis, Loomis Sayles doubles down on rigorous research and disciplined, repeatable investment processes to help guide clients through market volatility.

Seeking new and highly differentiated equity offerings, Loomis Sayles establishes the Growth Equity Strategies platform, moving away from the trend towards passive management in the equity space.

Drawing on nearly two decades of knowledge and experience, the firm launches the Emerging Markets Debt Team.

The firm launches its proprietary In2! technology platform, enhancing the delivery of research across millions of daily data points.

New offices in London and Singapore expand research capabilities and client service across time zones.

Loomis Sayles formally establishes the Global Equity Opportunities Team, incorporating investment strategies previously launched in the 1990s.

As CEO, Kevin Charleston ushers in a period of ongoing innovation with new Alpha Engines, customizable investment solutions, and expanded client resources. Under his leadership, AUM now surpass $400 billion as of 12/31/2025.

Loomis Sayles launches UWIN and USID – two grassroots intern and mentorship programs aimed at recruiting undergraduate students who will help shape the next generation of investment leadership.

Loomis Sayles publishes “Who We Are as Investors” and the defining Six Pillars that unify all Loomis Sayles Alpha Engines.

Loomis Sayles introduces the Insurance Solutions Team, offering tailored investment advice and bespoke solutions for global insurance clients.

Loomis Sayles launches its dedicated Environmental, Social and Governance Team, now known as the Sustainable Investments Team.

The integration of McDonnell Investment Management brings significant enhancements, including the creation of the Municipal Bond Team and expanded resources for Insurance Solutions and managed accounts.

Loomis Sayles launches the Custom Income Strategies Team to design and manage bespoke fixed income portfolios for institutional, insurance, and managed account clients.

Loomis Sayles continues to diversify its fixed income platform with the addition of the Euro Credit Team based in Utrecht, Netherlands.

To advance innovation and better serve clients, Loomis Sayles launches NIM-os™, a services subsidiary designed to deliver flexible, sophisticated technology and operational systems.
^{*NIM-os, LLC is a whole owned subsidiary of Loomis, Sayles & Company, L.P. that does not provide advisory services.}

Loomis Sayles publishes the IDEALS, crystallizing the shared cultural touchstones that shape and sustain its client-focused mission.

Building on its foundation of deep credit research, the firm launches the Private Credit Team based in Minneapolis.

Strengthening both knowledge, experience, and international reach, the Mortgage & Structured Finance Team expands by adding a Paris-based European Asset-Backed Securities Team.

The firm restructures its specialist pension investment group to the Pension Solutions Team, supporting clients through collaborative partnerships and tailored strategies.

On 1 January, Loomis Sayles celebrates 100 years, marking a century defined by enduring values and a continued focus on the future.