The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LGMNX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LGMNX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of LGMNX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A nimble global portfolio with top management.
Stephen Margaria
Analyst
Summary
Loomis Sayles Global Allocation boasts seasoned managers who expertly wield the strategy’s flexible, high-conviction approach.