Growth Trends with a Long Runway

A decade or longer outlook of quality businesses is critical to growth investing explains Loomis Sayles’ Aziz Hamzaogullari.

What is Aziz Hamzaogullari, CFA®, Founder, Chief Investment Officer, and Portfolio Manager, Loomis Sayles Growth Equity Strategies, focused on as we move into 2024? The same key drivers as in 2023 – businesses offering quality, growth, and value over a long time horizon. In this video he shares perspectives on:
  • Profitable businesses participating in secular growth trends
  • Being selective within the AI value chain
  • How yesterday’s underperformers may be today’s winners
  • Navigating macro and geopolitical risks for long-term results
This material is for informational purposes only and should not be construed as investment advice.

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.