Martha Ann Strom

LSIA manages client accounts using a customized allocation of assets based on the client’s specific investment goals and objectives. Generally, the firm allocates a portion of the client’s portfolio to equities through direct investment in stocks and, if appropriate, a portion of the portfolio to fixed income through direct investment in bonds. They use fundamental credit research, manage interest rate risk, and implement yield curve strategies with the goals of preserving capital, generating income to meet spending needs and enhancing total return.

Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.

Loomis Sayles bases their overall investment approach on the premise that their disciplined, research-based investment strategies can identify market inefficiencies that can lead to consistent outperformance of benchmarks. The firm's fixed-income research team seeks to identify attractive securities and assign ratings to various issues. Their equity investment approach is based on their belief that equity markets are inefficient. Loomis Sayles employs an intensive bottom-up investment analysis with the goal of delivering superior risk adjusted performance.