Loomis Sayles senior loan PM retires

Boston-headquartered Loomis Sayles, affiliate of Natixis Investment Managers, has announced that Kevin Perry, portfolio manager on the senior loan team, will retire in March 2019 after 17 years with the company and 37 years in the industry.

All senior loan portfolios will continue to be co-managed by portfolio managers John Bell and Michael Klawitter, who have been members of the team for 17 and 16 years, respectively.

Until his retirement date, Perry will continue in his leadership and portfolio management roles to ensure a seamless transition and provide continuity for clients. There will be no changes to the team’s style or investment philosophy.

Bell joined Loomis Sayles in 2001, with Kevin Perry, to build the firm’s bank loan capabilities. The team began managing bank loans in a conservative style, and later expanded to include several more flexible and structured products. Klawitter joined the team in 2002, became portfolio manager on a variety of strategies in 2016 and was named portfolio manager on the remaining products earlier this year.

The team will continue to receive considerable support from Cheryl Stober, who, as product manager, has extensive knowledge of the team’s portfolios and the bank loan market, and takes a very active role in client service, prospecting and marketing. Stober joined Loomis Sayles in 2005, and moved to the senior loan team as a portfolio analyst in 2007. She was promoted to product manager in 2013.

ABOUT THE AUTHOR
Ridhima Sharma
Ridhima Sharma speaks German and is DACH Correspondent for InvestmentEurope. She has more than 8 years of experience in the media industry. Before joining us, she was working in India and covering automotive and lifestyle sectors. Over the years many of her stories have been published in various magazines across India.

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