Jeff Schwartz, CFA
Jeff Schwartz, CFA
Portfolio Manager
Small Cap Value and Small/Mid Cap Core Team


Jeffrey Schwartz is a portfolio manager at Loomis, Sayles & Company, where he
co-manages the Loomis Sayles Small Cap Value Fund, and the Loomis Sayles
Small Cap Value and Small/Mid Cap Core strategies. In addition to his portfolio
management responsibilities, he also maintains primary research coverage for
the utilities sector and the transportation industry. Jeff joined Loomis Sayles
from Palisade Capital Management in Fort Lee, NJ, where he was senior portfolio
manager of a small cap strategy from late 2004 until 2012. Prior to Palisade,
Jeff managed a small cap fund at Safeco Asset Management in Seattle, WA
from 2003 until 2004. From 1992 until 2001, he was a senior portfolio manager
and principal at Munder Capital Management in Birmingham, Michigan, most
recently co-managing their microcap and small cap portfolios. Jeff earned a BA
in mathematics from the State University of New York at Binghamton and an MBA
from the University of Michigan.