Vice President, Co-Portfolio Manager
Loomis, Sayles & Company L.P.
Lee Rosenbaum is a vice president of Loomis, Sayles & Company and co-portfolio manager for the Loomis Sayles global equity strategy and the Loomis Sayles Global Equity and Income Fund as well as the IA Clarington Global Tactical Income Fund. Lee joined Loomis Sayles in 2008 as a senior global equity analyst for the firm’s central research group, covering the industrial, materials and financial services sectors. He later joined the global equity team as a dedicated product analyst. Lee was promoted to co-portfolio manager in 2013. Previously, he covered the financial services sector for Putnam Investments. Lee earned a BS with honors in civil engineering from the United States Coast Guard Academy, and an MBA from the Sloan School of Management at the Massachusetts Institute of Technology. Prior to his graduate studies, Lee served in the United States Coast Guard, achieving the rank of lieutenant.
"We leverage our deep global research platform with bottom-up security specific research to unearth compelling values and hidden gems that might otherwise be overlooked."
Lee 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.