Loomis Sayles Announces Changes to Disciplined Alpha Team

Yahoo

19-05-2025

Lynne Royer will retire as co-head and portfolio manager for the firm's Disciplined Alpha Team at the end of 2025.
Longtime portfolio manager Brad Stevens, CFA, has been promoted to co-head of the team alongside Seth Timen.
BOSTON, May 19, 2025--(BUSINESS WIRE)--Loomis, Sayles & Company, the global investment manager with nearly $390 billion in assets under management as of 31 March 2025, has announced that Lynne Royer, co-head and portfolio manager of the Disciplined Alpha Team, will retire at the end of 2025 following a remarkable investment career spanning four decades. Additionally, longtime portfolio manager Brad Stevens, CFA, has been promoted to co-head of the team alongside Lynne and Seth Timen, who has co-led the team since 2021.
Known for an intense focus on relative value investing and a proprietary risk-adjusted framework for making security selection decisions, the Disciplined Alpha Team manages over $22 billion in assets as of 31 March 2025.
Lynne will step down from her portfolio management and team co-head roles in October 2025 and will serve as senior advisor to the team through the end of December. Brad and Seth will work closely together on the oversight of Disciplined Alpha portfolios, as well as management of the team, leveraging Seth's extensive fixed income trading experience and Brad's fundamental research roots.
Since joining Loomis Sayles in 2010 as a credit analyst, Brad has consistently demonstrated leadership, investment excellence and a deep commitment to Disciplined Alpha's distinct investment philosophy. Following a promotion to senior credit analyst, in 2018 he was named a credit portfolio manager responsible for idea generation and security selection, a role he will retain for select industries while transferring some sector coverage to others.
"Among Lynne's many contributions to Loomis Sayles was effectively building a deep bench of investment professionals for the Disciplined Alpha Team together with Seth," said David Waldman, chief investment officer of Loomis Sayles. "Brad's promotion is well-earned and represents a natural next step for the team, which is positioned to continue delivering strong results for clients under his and Seth's leadership."
Lynne began her investment career in 1985 and joined Loomis Sayles as the co-head and co-founder of the Disciplined Alpha platform in 2010. In addition to shaping the team's investment philosophy and approach, Lynne contributed significantly to Loomis Sayles' culture as co-founder of the firm's first employee resource group, Women@Work.
"Over the last 15 years, Lynne's leadership has been a driving force behind the growth of the Disciplined Alpha Team's best-in-class product platform," said Kevin Charleston, chief executive officer of Loomis Sayles. "We are immensely grateful for Lynne's dedication to both clients and colleagues and wish her the best as she pursues her passions in retirement."
ABOUT BRADLEY STEVENS, CFA
Brad Stevens is a portfolio manager and co-head of the Disciplined Alpha Team at Loomis, Sayles & Company. Prior to being named co-head of the team in 2025, Brad was a credit portfolio manager on the team, responsible for idea generation and security selection within his sectors. Brad began his investment industry career in 2000. Prior to joining Loomis Sayles in 2010, he worked at the California Public Employees' Retirement System as an investment officer in credit. Prior to this, Brad traded equity options at Timber Hill LLC. He earned a BA in economics from Denison University and an MBA from Columbia Business School. Brad is a CFA® charterholder.
ABOUT SETH TIMEN
Seth Timen is a portfolio manager and co-head of the Disciplined Alpha Team at Loomis, Sayles & Company. Seth was named co-head of the team in 2020. He began his investment industry career in 2001 and joined Loomis Sayles in 2010 from Pequot Capital Management, where he was responsible for trading fixed income risk across investment grade, high yield, and structured products. Previously, Seth was an associate at Credit Suisse, where he assisted with corporate bond investment and strategy execution for institutional clients. He earned a BA from the University of Michigan.
ABOUT LOOMIS SAYLES
Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm's performance-driven investors integrate deep proprietary research and risk analysis to make informed, judicious decisions. Teams of portfolio managers, strategists, research analysts and traders collaborate to assess market sectors and identify investment opportunities wherever they may lie, within traditional asset classes or among a range of alternative investments. Loomis Sayles has the resources, foresight and the flexibility to look far and wide for value in broad and narrow markets in its commitment to deliver attractive, risk-adjusted returns for clients. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages $390.1 billion* in assets (as of 31 March 2025).
*Includes the assets of both Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. ($33.9 billion for the Loomis Sayles Trust Company). Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.
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