Joseph Gatz, CFA
Joseph Gatz, CFA
Portfolio Manager
Small Cap Value and Small/Mid Cap Core Team

PROFILE

Joe Gatz 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, Joe also maintains primary research coverage for
several holdings within both strategies, with an emphasis on special situations,
as well as industrials, healthcare and energy. 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, Joe was a
portfolio manager at Banc One Investment Advisors. He started his investment
industry career at National Bank of Detroit (NBD). Joe earned a BA from Michigan
State University and an MBA from Indiana University.