Manager seeks companies with 'multiple drivers' of performance

Eileen Riley targets high-quality businesses for her "best ideas" portfolio.

Jade Hemeon 15 November, 2018 | 6:00PM

Eileen Riley, vice president and portfolio manager at Boston-based Loomis, Sayles & Co. LP and a member the four-person investment team managing IA Clarington Global Allocation, prefers to make a long-term commitment to stocks she holds in the global balanced fund's portfolio. That's why she seeks companies with "multiple drivers" to spur performance.

"We are not constrained by geography, sector or style," says Riley. "We believe that businesses with multiple alpha drivers are in the best position to outperform."

She targets high-quality businesses with the ability to grow intrinsic value, especially free cash flow, over the long term, and limits the fund to 35 to 65 "best idea" stocks.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar Rating
Colgate-Palmolive Co73.68 USD0.49
Parker Hannifin Corp175.40 USD-0.52
Roper Technologies Inc391.93 USD-0.76
Sherwin-Williams Co583.80 USD0.71

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Jade Hemeon

Jade Hemeon  

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