Jeffrey Schwartz is a portfolio manager at Loomis, Sayles & Company, where he co-manages the Loomis Sayles Small Cap Value and Small/Mid Cap Core strategies. In addition to his portfolio management responsibilities, he also maintains primary research coverage for the utilities sector and the transportation industry. Jeff joined Loomis Sayles from Palisade Capital Management in Fort Lee, NJ, where he was senior portfolio manager of a small cap strategy from late 2004 until 2012. Prior to Palisade, Jeff managed a small cap fund at Safeco Asset Management in Seattle, WA from 2003 until 2004. From 1992 until 2001, he was a senior portfolio manager and principal at Munder Capital Management in Birmingham, Michigan, most recently co-managing their microcap and small cap portfolios.
Jeff earned a BA in mathematics from the State University of New York at Binghamton and an MBA from the University of Michigan. He is a CFA® charterholder.
Funds managed
Loomis Sayles Small Cap Value Fund
Ticker
LSSCX
Small cap equity strategy that seeks to uncover higher quality businesses trading at a discount to intrinsic value using rigorous fundamental research.
Total net assets
$387.13 million
as of 06/28/2024
Morningstar category
Small Blend
Loomis, Sayles & Company
Performance-driven investment strategies backed by deep proprietary research and a system of integrated risk analysis.
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