Loomis Sayles Strategic Alpha Fund Class C (LABCX)

Overview

This company focuses on managing a diversified investment portfolio with a significant concentration on below investment grade fixed-income securities and related derivatives. It positions itself in the high-yield space, aiming to provide investors with exposure to high-return potential while managing the associated risks. The firm also extends its reach beyond domestic markets by investing in non-U.S. currency-denominated securities, incorporating a global perspective into its investment approach.

Products and Services

• Below Investment Grade Fixed-Income Securities

  This product comprises a significant part of the company’s portfolio, aiming at high-yield returns amidst higher risk. Such securities, often referred to as "junk bonds," provide an investment avenue for those seeking substantial income generation capabilities, albeit with an increased risk profile. The company’s expertise in selecting and managing these securities is fundamental to its strategy.

• Derivatives Related to Below Investment Grade Fixed-Income Securities

  In addition to direct investments in below-grade securities, the company engages in derivatives that derive their value from the performance of these high-yield bonds. This includes, but is not limited to, futures, options, and swaps. This diversification helps in hedging risks and enhances the potential for high returns through sophisticated financial instruments.

• Non-U.S. Currency Denominated Investments

  Expanding its portfolio globally, the company invests up to 50% of its assets in securities denominated in non-U.S. currencies. This approach provides investors with international exposure, aiming to capitalize on the growth and opportunities in foreign markets. By including related derivatives in its strategy, the firm seeks to manage currency risk effectively.