The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSBNX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LSBNX 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 LSBNX’s parent organization’s priorities and whether they’re in line with investors’ interests.
Playing the long game.
Brian Moriarty
Associate Director
Summary
While Elaine Stokes’ retirement is a meaningful loss, Loomis Sayles Bond continues to benefit from an impressive management team supported by robust resources.