Growth Equity Strategies Update
Aziz Hamzaogullari gives a latest update on the activities within his portfolios.
Aziz Hamzaogullari, founder, CIO, and portfolio manager, Growth Equity Strategies, Loomis, Sayles & Company, sat down with vice president and product manager Hollie Briggs for a very open discussion on his portfolio decisions and other things. Here are some of the topics they touched on:
- Why he thinks his portfolios hold up well during periods when value is outperforming growth.
- Senior company management transitions in the stocks that are in his portfolio and how he gets comfortable with them.
- The importance of the long investment time horizon to his ESG assessment of companies.
- The ongoing headlines about China and what he thinks about them when it comes to his investments.
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