Fencer
Thematics AI & Robotics Fund
Focus on the growth drivers and invests in companies on the leading edge of AI & Robotics that are shifting the way we live
Collective Views: Liberation day, tariffs, market volatility
Collective Views: tariff turbulence and volatility views
We asked our Expert Collective for their views on the ripples and ramifications of the market turbulence caused by the marked shift in US trade policy.
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Equities

Loomis Sayles’ growth equities strategies team alpha thesis

February 29, 2024 - 10 min

How difficult is it to determine winners and losers when investing in companies for the long-term? And what makes growth companies special?

In this series of videos, Hollie Briggs, Head of Global Product Management at Loomis Sayles, delves into the alpha thesis philosophy of the Growth Equity Strategies team.