Animated centenary film

Voiceover:

Loomis Sayles and Company, a century of research, results and commitment to clients. 

In January 1926, four visionaries, A. Vere Shaw, Robert H. Loomis, Ralph T. Sayles, and Arthur Nichols came together to form Shaw Loomis and Sayles. 

Their goal: create an investment advisory firm focused on independent research, unique investment perspectives, and building strong long-term relationships with clients. 

They weren't just starting a business, they were helping shape a profession, one built on intelligent risk-taking.

Thinking differently, and an unwavering commitment to clients, set us apart from the very beginning.

The founders' core mission was to provide advisory services based on independent research conducted by "field men" who were in direct contact with the companies they researched.

Loomis Sayles delivered investment advice, guided by their findings and unmarred by bias.

Early hires, many from local business schools, brought intellectual rigor and curiosity to this endeavor. Shaping a culture that valued analysis over impulse.

Independent, unbiased, in-house research  became the bedrock beneath every Loomis Sayles strategy.

In 1929, while Wall Street faltered, we launched our first mutual fund, incorporated as Loomis Sayles & Company, and continued to open new offices across North America from Detroit to Los Angeles.

After the tumult of the Great Depression and World War II, the postwar era brought economic stability and growth to the United States.

Bolstered by this momentum, Loomis Sayles entered institutional money management and working with some of the country's largest corporations.

By 1964, the next generation of leadership recognized how crucial it was to identify emerging trends early so they established formal guidelines for gathering and analyzing information.

This effort resulted in the launch of the Loomis Sayles Black Books and the roots of a proprietary rating system that still exists today.

Their central idea was unmistakable. Thorough research and independent thought formed the foundation for delivering clients reliable, long-term investment returns.

During the 1970s and early 1980s, against the backdrop of aggressive monetary policy in the US, previously reliable stocks on the New York Stock Exchange faltered.

In response, Loomis Sayles pivoted its focus under the direction of visionaries John Bunton and Dan Fuss, moving into fixed income management.

Recognizing corporate investors' desire for returns on their bond investments, Fuss approached bonds with strategies typically used for equities, blending careful selection and deep value analysis.

Industry analysts broadened their expertise, examining a wide range of corporate capital structures and global asset classes, which helped define Loomis Sayles' competitive advantage.

Not only did this shift transform Loomis Sayles, it helped redefine the financial industry's view of fixed income management.

The firm's timely transition led to significant success and growth, shaping a culture that values the development of diverse, high-performing fixed income and equity investment teams, now known as Alpha Engines.

Our founders recognized that thorough research drives distinctive investment results and cultivating an environment that encourages all forms of alpha creation fosters confidence to challenge conventional ideas and groupthink.

Each Loomis Sayles Alpha engine stands out as a reflection of the founders' guiding principles.

This strategic vision helped the firm accelerate asset growth and expand its global client base, driving innovation in products and capabilities for increasingly diverse clients worldwide.

By the early 2000s, having surpassed a milestone $100 billion in assets under management, Loomis Sales was actively pursuing international growth by opening offices in London and Singapore and introducing a range of high-conviction investment strategies.

Over the past two decades, the firm has continued to grow its stable of Alpha Engines, along with specialized groups dedicated to developing tailored investment solutions to meet each client's distinct needs.

Our commitment to innovation ensures we anticipate and adapt to evolving client demands.

Leveraging decades of experience, deep research capabilities, and a culture of independent thinking that consistently delivers effective and forward-looking strategies. 

Loomis Sayles’ commitment to fostering a culture of excellence, drives continued growth fueled by new capabilities, offices, and talented employees supporting the firm for what lies ahead.

Today, we manage more than $400 billion in assets. 

Our clients include some of the world's leading global financial institutions, asset owners and the people they serve. 

We meet each one where they are with solutions shaped by experience and insight. Through every decade, in all market conditions and across each transformation.

Our unwavering commitment to clients has remained the heart of our mission.

As we celebrate a century of remarkable achievements, our greatest excitement lies in the future, continuing to grow and innovate alongside those we serve. 

We are inspired by the privilege to listen, adapt, and craft strategies that empower our clients to realize their ambitions now and for generations to come. 

Because this milestone isn't just about the past, it's about the future.

A future we face with the same clarity and purpose that brought us this far. 

Think broadly. Act decisively. 

The next century begins now.