Bottoms Up: Finding Sustainable Growth in a Global Value Chain
Loomis Sayles Growth Equity Strategies Team’s global approach to tapping quality companies across sectors
Bottoms Up: Finding Sustainable Growth in a Global Value Chain
How Loomis Sayles Growth Equity Team taps attractive businesses across the beer industry’s global supply chain is analyzed.
For example, from the agricultural suppliers, all the way through to the brewers, the distributors and the retailers, beer has many moving parts. A link that has a smaller share of the revenue could command the largest share of profits, believes the Growth Equity Strategies Team. To find out who captures the greatest value in any global value chain, the Team’s proprietary investment process uses an approach called global profit pool analysis to help determine:
- competitive rivalry within an industry, which ultimately provides insight into how an industry works
- how an industry creates value
- who captures that value
All investing involves risk, including the risk of loss. The views and opinions expressed may change based on market and other conditions. They are subject to change at any time based on market and other conditions. There can be no assurance that developments will transpire as forecasted. Past performance is no guarantee of future results.
Unlike passive investments, there are no indexes that an active investment attempts to track or replicate. Thus, the ability of an active investment to achieve its objectives will depend on the effectiveness of the investment manager.
Intrinsic value is the value of a company, based on the net present value of forecasted cash flows such as future earnings or dividends.
Value investing carries the risk that a security can continue to be undervalued by the market for long periods of time.
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