Dan Conklin is a portfolio manager for the relative return team at Loomis, Sayles & Company. He co-manages the Loomis Sayles Intermediate Duration Bond and Limited Term Government & Agency funds, as well as the Natixis Loomis Sayles Short Duration Income ETF. Dan also co-manages the Loomis Sayles Core Fixed Income, Short Duration Fixed Income, and Intermediate Duration Fixed Income strategies.
He joined Loomis Sayles in 2012 as a fixed income client portfolio analyst. He moved to the relative return team in 2014 as an investment analyst and was promoted to senior investment analyst in 2018, and then to associate portfolio manager in 2019. He served previously as an analyst at Putnam Investments, supporting the firm’s derivative collateralization process.
Dan holds a Bachelor of Science degree from the University of Massachusetts, Lowell and an MS in Finance from Northeastern University. He is a CFA® charterholder.
Funds managed
Loomis Sayles Intermediate Duration Bond Fund
Ticker
LSDIX
Intermediate-term investment grade fund that pursues strong returns from all major fixed income sectors while seeking to mitigate interest rate risk.
Total net assets
$259.76 million
as of 06/28/2024
Morningstar category
Short-Term Bond
Loomis Sayles Limited Term Government and Agency Fund
Ticker
NELYX
Actively managed since inception in 1989, pursuing total return from a conservative, high-quality, shorter-duration portfolio of fixed income securities.
Total net assets
$745.71 million
as of 06/28/2024
Morningstar category
Short Government
Natixis Loomis Sayles Short Duration Income ETF
Ticker
LSST
Actively managed short-term bond ETF which leverages Loomis Sayles credit and securitized research and seeks current income consistent with the preservation of capital.
Total net assets
$16.70 million
as of 06/28/2024
Morningstar category
Short-Term Bond
Loomis, Sayles & Company
Performance-driven investment strategies backed by deep proprietary research and a system of integrated risk analysis.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
ALPS Distributors, Inc. is the distributor of the Natixis Loomis Sayles Short Duration Income ETF. Natixis Distribution, LLC is a marketing agent. ALPS Distributors, Inc. is not affiliated with Natixis Distribution, LLC.
Before investing, consider the fund's investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus on our website containing this and other information. Read it carefully.
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