Heather Young

CFA
Portfolio Manager
Loomis, Sayles & Company, L.P.

Heather Youngi

Heather is a co-portfolio manager for bank loan strategies at Loomis, Sayles & Company. She began her career in 2005 as a credit analyst at Columbia Management/Bank of America, where she analyzed loans, bonds, and structured products, and developed valuation models. She joined Loomis Sayles in 2008 as a vice-president and research analyst covering loans, high yield, investment grade, and emerging market credits until 2011. After earning her graduate degree, Heather then worked as an early-stage technology investor for Converge Venture Partners. Later, she was a vice-president and senior analyst for ESG-forward investment grade bond manager Breckinridge Capital Advisors until 2016 when she rejoined Loomis Sayles as a senior bank loan analyst. Heather became a strategist in 2018 and was promoted to portfolio manager in 2020.

Heather earned a BA from Boston University and an MBA from the Massachusetts Institute of Technology.

“We believe actively managed exposure to floating rate securities is an excellent option for investors seeking strong income streams over the long term.”

Heather’s philosophy

Heather’s approach combines deep fundamental analysis of credit issuers with top-down analysis of the interest rate cycle, credit cycle, and current market conditions. Her goal is to generate attractive outcomes for investors primarily through contractual returns while maintaining a focus on rigorous risk management.