Lee Rosenbaum is a portfolio manager for the global equity opportunities and global allocation strategies at Loomis, Sayles & Company. He joined Loomis Sayles in 2008 as a senior global equity analyst for the firm’s central research group, covering the industrial, materials and financial services sectors. Lee later joined the global equity team as a dedicated product analyst. He was promoted to portfolio manager in 2013. Previously, Lee covered the financial services sector for Putnam Investments.
Lee earned a BS with honors in civil engineering from the United States Coast Guard Academy, and an MBA from the Sloan School of Management at the Massachusetts Institute of Technology. Prior to his graduate studies, he served in the United States Coast Guard, achieving the rank of lieutenant.
Fund managed
Loomis Sayles Global Allocation Fund
Ticker
LSWWX
A flexible asset allocation fund managed by a veteran team that searches for the best values in the global equity and fixed income markets.
Total net assets
$2.97 billion
as of 12/24/2024
Morningstar category
Global Allocation
Loomis, Sayles & Company
Loomis, Sayles & Company helps meet the needs of institutional and mutual fund clients worldwide with performance-driven investment teams backed by deep proprietary research and a system of integrated risk analysis.
Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, LLC and Natixis Investment Managers S.A. This material should not be considered a solicitation to buy or an offer to sell any product or service to any person in any jurisdiction where such activity would be unlawful.
1550362.4.2