Profile
Mr. Joseph R.
Gatz, CFA MBA, is a Vice President & Portfolio Manager at Loomis, Sayles & Co. LP.
He is part of the Loomis Sayles equity group.
In addition to his portfolio management responsibilities, he also maintains primary research coverage for several holdings within both strategies, with an emphasis on special situations, as well as industrials, technology and healthcare.
He joined Loomis Sayles in 1999 as a mid cap value Equity Portfolio Manager, and was promoted to lead the small/extended/mid cap value team in early 2000.
Prior to Loomis Sayles, Mr. Gatz was a Portfolio Manager at Banc One Investment Advisors.
He started his investment industry career at National Bank of Detroit.
He received his BA degree from Michigan State University and an MBA from Indiana University.
Joe Gatz active positions
| Companies | Position | Start |
|---|---|---|
Loomis, Sayles & Co. LP
 Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Analyst-Equity | 31/12/1998 |
Former positions of Joe Gatz
| Companies | Position | End |
|---|---|---|
Banc One Investment Advisors
 Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE). | Corporate Officer/Principal | 30/12/1998 |
| National Bank of Detroit | Corporate Officer/Principal | - |
Training of Joe Gatz
| Michigan State University | Undergraduate Degree |
| Indiana University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through its separate account management services. In addition, the firm provides investment advisory or sub advisory services to a variety of investment funds. | Finance |
| National Bank of Detroit | Finance |
Banc One Investment Advisors
Banc One Investment Advisors Major BanksFinance Founded in 1992, Banc One Investment Advisors (BOIA) is a multi-style money manager delivering individually managed portfolios and mutual funds to a broad spectrum of institutional and individual clients. BOIA an indirect subsidiary of Bank One Corporation (NYSE: ONE). | Finance |
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