Rethinking globalization

How Loomis Sayles, Harris | Oakmark, WCM and Vaughan Nelson invest in the biggest narrative of the decade through a disciplined bottom-up approach.

Aziz Hamzaogullari from Loomis Sayles discusses his team’s alpha thesis and AI, sell discipline, and the US election.

Although the US equity market is very expensive and its first-half performance very concentrated, it still offers opportunities for a value and conviction-based investor like Harris Associates, who is convinced of the value of its investment process and able to avoid the political uncertainties that can affect the markets.