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.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.

This material is provided for informational purposes only and should not be construed as investment advice. The views and opinions expressed are as of March 30, 2021, 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.