Loomis Sayles: An update on portfolio changes in the growth equity strategies

Loomis Sayles: Update on Growth Equity Strategies

Aziz Hamzaogullari, CIO, and founder of the Growth Equity Strategies team, talks to Darren Pilbeam about the recent changes he has made to his portfolios.

“This current environment has provided us with some tremendous investment opportunities”, says Aziz Hamzaogullari, founder of the Growth Equity Strategies team (GES) at Loomis Sayles.

There has been more activity in the portfolios than there has been in a long while. Typically, the team invest in one or two companies per year, but recently they have invested in five new businesses.

The GES team buy stocks with the intention of being truly long-term investors. In fact, the holding period of their portfolio companies in the past has been longer than 98% of the peer group. These are the times that define portfolios for the next 10 years.

While talking with Darren Pilbeam, Head of UK Wholesale & Retail Sales at Natixis Investment Managers, these are some of the topics Aziz touched on:

  • A look at the timing of updating the portfolios in conjunction with the investment philosophy and process. Why now?
  • The stocks that have been added and removed from the portfolios.
  • A walk through the team’s quality growth valuation thesis.
This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions expressed are as of May 20, 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.