The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSFYX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LSFYX 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 LSFYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
The next generation.
Brian Moriarty
Associate Director
Summary
Longtime manager John Bell recently retired, but he left behind capable successors that should keep a steady hand on Loomis Sayles Senior Floating Rate and Fixed Income.