To our valued clients and stakeholders,

As Loomis Sayles celebrates its 100th anniversary, I extend my sincere thanks for your continued partnership. Every day, the investment management business becomes more complex; the trust you place in us as stewards of your capital confers honor and responsibility that we do not take for granted. We are grateful for the opportunity to serve you.

This centennial is a chance to reflect upon and reaffirm the principles that have guided us since 1926. Our founders’ mission to deliver outstanding investment results for clients through independent, high-conviction analysis remains at the core of our work. They understood that success requires humility, rigorous research, an exhaustive fundamental value assessment of businesses and issuers, and a disciplined process for allocating capital to only the worthiest investments. From the start, they knew contrarian thinking was our true value proposition—and contrarian thinking begins with an analytical edge.

This heritage has shaped our evolution as we grew from investment advisor to equity-focused asset manager, to multisector bond pioneer, and finally, to a global active manager offering differentiated investment solutions across fixed, equity and alternative markets. Our most significant strength lies in the analytical skill and intuition of our investors, and we continue to invest in the infrastructure, people and processes to ensure those insights are optimized in order to deliver meaningful, long-term results.

As we celebrate our first century, our greatest excitement lies in the future – continuing to grow and innovate alongside those we serve. We are inspired by the privilege to listen, adapt, and craft strategies that empower you, our clients, to realize your ambitions. To borrow the words Robert H. Loomis penned on the firm’s 25th anniversary in January 1951, “On this occasion, we wish to express our gratitude and appreciation to those who…have helped us to the success we have enjoyed. We look to the future with humility but with confidence.”

Sincerely,

Kevin P. Charleston
Chairman & Chief Executive Officer