Biography
Brad Stevens is a Portfolio Manager and Co-Head of the Disciplined Alpha Team at Loomis, Sayles & Company. Prior to being named Co-Head of the team in 2025, he was a Credit Portfolio Manager on the team, responsible for idea generation and security selection within his sectors. Brad began his investment industry career in 2000. He joined Loomis Sayles in 2010 from the California Public Employees’ Retirement System, where he was an investment officer in credit. Previously, Brad traded equity options at Timber Hill LLC. He earned a BA in economics from Denison University and an MBA from Columbia Business School. Brad is a CFA® charterholder.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Latest Insights by Brad Stevens, CFA
Alpha Engine Perspectives
The Role of Portfolio Impact (PI) in the Disciplined Alpha Strategy
We use Portfolio Impact (PI), a transparent and relatively straightforward risk measure, to help understand portfolio-level sector risk and issue-specific (idiosyncratic) risk.
Disciplined Alpha
About the Disciplined Alpha Team
Using rigorous research and consistent systematic risk management to identify relative value opportunities across bonds and sectors to drive alpha generation.
Investors on the Disciplined Alpha team
Seth Timen
Co-Head of the Disciplined Alpha Team, Portfolio Manager
Andrew Henwood, CFA
Credit Portfolio Manager
Sudhir Bhat, CFA
Mortgage Portfolio Manager
Marc Frank, CFA
Senior Credit Trader
Brian Gibbs, CFA
Senior Credit Trader
Matthew Boynton
Portfolio Manager
Bruce Saldinger
Quantitative Analyst
Jonathan Kimbro, CAIA
Investment Director
Mirsada Durakovic
Credit Portfolio Manager
Timi Ajibola
Securitized Portfolio Manager
Philip Lok
Securitized Products Trader
Camden Wang, PhD
Quantitative Analyst
Gabriela Servin-Cendejas
Senior Investment Associate
Marguerite Hanlon
Investment Associate
Valerie Banas
Trading Assistant
