David W. Rolley
David Rolley is a Vice-President, Portfolio Manager and Co-Team Leader of the Global Fixed Income Group and Emerging Market Debt Group at Loomis Sayles. David has over 35 years of investment industry experience and is Co-Portfolio Manager for IA Clarington Loomis Global Allocation Fund. Prior to joining Loomis Sayles in 1994, he was a Principal and Director of International Capital Market Research at DRI/McGraw-Hill. His responsibilities included international interest rate and currency forecasting, and risk management consulting. David was also Corporate Vice-President and Senior U.S. Economist for the Institutional Equity Group at Drexel Burnham Lambert, and Chief Financial Economist at Chase Econometrics. David earned a BA from Occidental College and studied postgraduate economics at the University of Pennsylvania. He is a past president of the Boston Association of Business Economists.
David uses a bottom-up asset allocation process to invest across multiple asset classes, sectors, regions, countries and currencies. His goal is to build a concentrated, high-conviction portfolio that generates strong total returns over the long-term while managing exposure to potential downside risk.
Our investment process
Global equity opportunities for long-term investorsGlobal equity opportunities for long-term investors
Portfolio manager Lee Rosenbaum is looking for businesses with three main features: quality, intrinsic value growth and attractive valuations...Read summaryLire le sommaire
Opportunity and risk in the North American equity and high-yield marketsOpportunity and risk in the North American equity and high-yield markets
While a repeat of last year’s performance isn’t the most likely outcome, the North American equity and high-yield bond markets appear...Read summaryLire le sommaire
In this video, portfolio manager Clément Gignac explains...Read summaryLire le sommaire
In this video, portfolio manager Donny Moss...Read summaryLire le sommaire
In this video, portfolio manager Sunny Ng identifies...Read summaryLire le sommaire
The outlook for North American equities and high-yield bondsThe outlook for North American equities and high-yield bonds
North American equities and high-yield bonds have had a great run, and it’s likely not over yet. In this video, portfolio manager Dan Bastasic explains...Read summaryLire le sommaire
Navigating uncertainty with quality, responsible investmentsNavigating uncertainty with quality, responsible investments
In this video, portfolio manager Andrew Simpson explains how his focus on high-quality global companies with strong ESG credentials has...Read summaryLire le sommaire