The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LSFCX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LSFCX 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 LSFCX’s parent organization’s priorities and whether they’re in line with investors’ interests.
New managers aim to turn the page.
Brian Moriarty
Principal
Summary
Loomis Sayles Senior Floating Rate and Fixed Income’s new managers need to prove their skill and experience can work in a dedicated bank-loan fund.