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Loomis Sayles & Company, L.P.
Loomis Sayles & Company, L.P.
Founded in 1926
$92.6 billion in assets under management as of 12/31/06
49 portfolio managers, 32 analysts

Loomis Sayles & Company, L.P. has served the investment needs of institutional, high net worth and mutual fund clients for close to 80 years. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom they manage more than $92.6 billion in equity and fixed income assets.

From the outset, Loomis Sayles has recognized the importance of maintaining an environment that provides their managers with the independence they need to perform effectively. This culture has enabled Loomis Sayles to consistently attract talented investment professionals to its ranks — to achieve the best possible results for its clients.

In concert with one of the largest and most experienced staff of career analysts and economists in the industry today, Loomis Sayles' managers take the lead in uncovering investment opportunities in the ever-changing global markets.

Bios
Mark B. Baribeau, CFAMark B. Baribeau, CFA
Vice President
Mr. Baribeau joined Loomis Sayles in 1989. He has 20 years of investment experience and received an MA from the University of Maryland and a BA from the University of Vermont.
Pamela N. Czekanski, CFAPamela N. Czekanski, CFA
Vice President
Pamela joined Loomis Sayles in 1995. She has 22 years of investment experience and received a BA from Middlebury College.
Richard D. Skaggs, CFARichard D. Skaggs, CFA
Vice President
Mr. Richard joined Loomis Sayles in 1994. He has 20 years of investment experience and received a BS and an MSM from Oakland University.
PL Large-Cap Growth
Objectives and Investments
Long-term growth of capital through investment in equity securities of large companies with the potential for long-term growth of capital; current income is of secondary importance.
Benchmark    Russell 1000 Growth Index
The Russell 1000 Growth Index is an index that measures the performance of large companies in the Russell 1000 Index with higher price-to-book ratios and higher forecasted growth values. Results include reinvested dividends.
Investment Style    Large-Cap Growth
Based on information from Morningstar, Inc., 2008.
Loomis Sayles Funds
PL Large-Cap Growth
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† These funds are available only through the Portfolio Optimization Funds.


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