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

PROFILE

Joe Gatz is a vice president of Loomis, Sayles & Company and portfolio manager for the Loomis Sayles equity group. He co-manages the Loomis Sayles Small Cap Value Fund and the Loomis Sayles Small/Mid Cap and Small Cap Value 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, 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, 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.