Businesses with all three of these characteristics are rare; therefore we concentrate our strategy in high-conviction ideas
The philosophy
The Loomis Sayles Growth Equity Strategies (GES) team takes a long-term private equity-oriented approach by partnering with management who think and act like owners. It seeks to invest in high-quality businesses with sustainable competitive advantages and profitable growth when they trade at a significant discount to intrinsic value.
Quality
Identify high-quality businesses with sustainable competitive advantages and difficult-to-replace business models with drivers such as network effect, low cost advantage, strong brand awareness, or high switching costs
Growth
Find businesses with sustainable, profitable growth that are best-positioned to benefit from lond-term secular and structural growth drivers
Valuation
Buy these companies when they trade at significant discounts to intrinsic value
Reasons to consider
“We are long-term, patient investors. We strategically allocate capital to select high-quality businesses with sustainable and profitable growth, only when they trade at a significant discount to our estimate of intrinsic value.”
– Aziz V. Hamzaogullari, CFA
The analyses and opinions referenced herein represent the subjective views of the author(s) as referenced, are as of the date shown and are subject to change without prior notice.
Risks to consider
All investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided. There could be other differences across similar products in the same strategy. Investors should fully understand the risks and other relevant details associated with any investment prior to investing.
The team
Experienced investment team, led by Aziz V. Hamzaogullari, CFA
Aziz V. Hamzaogullari, CFA
Loomis, Sayles & Company
The firm
Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Using foresight and flexibility, Loomis Sayles looks far and wide for value – across traditional asset classes and alternative investments – to pursue attractive, sustainable returns for clients.
Boston
USA
850+
Employees
Featured strategies
Loomis Sayles US Growth Equity
Allocating capital to select high-quality businesses with sustainable growth, trading at a significant discount to intrinsic value
Ossiam Shiller Barclays CAPE® US Sector Value TR
An approach which provides exposure to US equities through a dynamic sector rotation based on the CAPE® ratio developed by Professor Robert Shiller.
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