Loomis Sayles Growth Equity Strategies: The Search For Alpha Is A Search For Skill

Steps taken to pursue sustainable alpha generation are explained by Loomis Sayles Growth Equity Strategies CIO and portfolio manager Aziz Hamzaogullari.

Pursuit of greater upside potential and managing absolute levels of risk are inextricable goals, says Loomis Sayles Growth Equity Strategies CEO and portfolio manager Aziz Hamzaogullari. Each tenet of his team’s alpha thesis is designed – individually and collectively – to promote this dual objective.

Six key differentiators of the Growth Equity team’s approach to investing covered in the video, include:

  • Long-term time horizon defined as time arbitrage
  • Focused, high-conviction portfolio
  • High-quality companies
  • Sustainable and profitable growth businesses
  • Invest with a margin of safety: valuation
  • Risk is defined as a permanent loss of capital
This material is provided for informational purposes only and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted. Actual results may vary.

Active share indicates the proportion of portfolio's holdings that are different from the benchmark. A higher active share indicates a larger difference between the benchmark and the portfolio.

Concentrated investments in a particular region, sector, or industry may be more vulnerable to adverse changes in that industry or the market as a whole.

Alpha is a measure of the difference between a portfolio's actual returns and its expected performance, given its level of systematic market risk. A positive alpha indicates outperformance and negative alpha indicates underperformance relative to the portfolio's level of systematic risk.

Investing involves risk, including the risk of loss. Investment risk exists with equity, fixed income, and alternative investments. There is no assurance that any investment will meet its performance objectives or that losses will be avoided.

Natixis Distribution, L.P. (fund distributor, member FINRA | SIPC) and Loomis, Sayles & Company, L.P. are affiliated.