MutualFundWire.com: Evergreen Alums Reunite at Loomis Sayles
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Thursday, June 03, 2010|
Evergreen Alums Reunite at Loomis Sayles
Aziz Hamzaogullari, lead portfolio manager of the Loomis
Sayles Growth Fund, has rolled out the welcome mat
for his former colleagues from Evergreen Investments (which is now part of Wells Fargo).
Equity research analysts Brian Coyle, Peter Linnard and
Rayon Ward have joined Boston-based Loomis Sayles, a subsidiary of Natixis Global Asset Management.
The three worked with Hamzaogullari on the Evergreen Omega Fund and the Evergreen Large Company Growth Fund. The MFWire could not immediately confirm when the trio left Evergreen.
Hamzaogullari himself joined Loomis Sayles last month.
The hiring of the three analysts "completes the process,"
said Lauriann Kloppenburg, chief investment officer for equities, in a news release on Thursday.
"Our goal is to offer compelling strategies in the important domestic large cap growth space."
Company Press Release
BOSTON - Loomis, Sayles & Company announced today that it has completed the formation of its newest equity team with the addition of three equity research analysts from Evergreen Investments. All three will be dedicated to supporting the lead portfolio manager of the Loomis Sayles Growth Fund, Aziz Hamzaogullari.
Last month, Loomis Sayles welcomed Aziz Hamzaogullari as portfolio manager of a new domestic large cap growth strategy and a new institutional "all cap" equity growth strategy. He brings to Loomis Sayles a well-established investment approach which incorporates fundamental analytical research and a long-term investment time horizon.
"This completes the process. We've added three experienced analysts to the large cap growth team who have collaborated with Aziz over the last four years and share the same investment philosophy and approach," said Lauriann Kloppenburg, chief investment officer, equities. "Our goal is to offer compelling strategies in the important domestic large cap growth space. The feedback we’ve received from clients and the consultant community on the addition of Aziz and his team has been very positive."
Most recently, the three large cap growth analysts worked alongside Aziz on the Evergreen Omega Fund and the Evergreen Large Company Growth Fund. They include:
•Brian P. Coyle, CFA – Brian began his career as a registered client service associate at UBS Warburg after graduating with a BS in business administration from Babson College. He joined the equity research group at Evergreen in 2002 and was a founding member of the large cap growth strategies Aziz built in 2006. While at Evergreen, Brian also earned his MBA from the FW Olin Graduate School of Business at Babson.
•Peter V. Linnard – Peter began his career at Evergreen in 2000 and joined the equity research group there in 2002. He was also a founding member of the large cap growth strategies Aziz built at Evergreen in 2006. Peter holds a Bachelor’s degree from the University of Massachusetts (Amherst) and an MBA from Boston College.
•Rayon K. Ward, CFA – Rayon received a BS in actuarial science in 1999 and an MS in economics in 2001 from the University of the West Indies in Jamaica. Also, he received an MS in Finance in 2007 from Bentley College. He began his investment career in 2001 as a financial analyst for the Jamaica Public Service Company. Rayon joined Evergreen in 2005 as a performance analyst and moved to the research department in 2006 and became a founding member the large cap growth strategies Aziz built in 2006.
About Loomis, Sayles & Company
Since 1926, Loomis, Sayles & Company has served the investment needs of institutional and mutual fund clients. As performance-driven investors seeking exceptional opportunities, Loomis Sayles employs actively managed disciplines that combine fundamental research, systematic risk assessment and experienced portfolio management. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages more than $145 billion in equity and fixed income assets as of March 31, 2010.
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