Protecting your portfolio in a downmarket with Aziz Hamzaogullari

Aziz Hamzaogullari, Chief Investment Officer and founder of the Growth Equities Strategies team at Loomis Sayles talks about how to protect your portfolio in market crisis.

  • The Loomis Sayles Growth Equity Strategies (GES) team is an active manager with a long-term, private equity approach to investing in both its large cap growth and global growth strategies.
  • As a long-term investor, the GES team looks beyond the current environment and monitors its long-term quality-growth-valuation investment thesis through bottom-up analysis of a company’s fundamentals, not by the fluctuation of daily stock prices
  • As with most of the alarming, unexpected, and damaging events of the last 100 years, no one can precisely predict the timing, duration, and magnitude of the Covid-19 scenario. The best preparation for inevitable but unforecastable events, according to the GES team, requires a consistent and disciplined ability to do the right thing every day - that is, to allocate capital to the most compelling reward-to-risk opportunities. Adhering to this discipline is what helps the Team manage downside risk.
This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions expressed are as of April 21st, 2020 and may change based on market and other conditions. There can be no assurance that developments will transpire as forecasted, and actual results may vary. Before investing, consider the fund’s investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus on our website containing this and other information. Please read it carefully.