Aziz Hamzaogullari founded the singular investment philosophy and process that underlies all GES strategies. He is the portfolio manager for the full suite of GES products, which includes the Loomis Sayles Large Cap Growth, All Cap Growth, Global Growth and International Growth long-only strategies, as well as an equity long-short fund. Additionally, Aziz manages the Loomis Sayles Growth, Global Growth and International Growth mutual funds, as well as vehicles available to investors outside the US.
The Loomis Sayles International Growth strategy seeks to produce long-term excess returns versus the MSCI All Country World ex-USA Index on a risk-adjusted basis over a full market cycle (at least five years) through bottom-up stock selection. The fund is a pure growth portfolio with low projected turnover, diversified by business risk, and concentrated in high-conviction names.
“We are long-term, patient investors. In all of our strategies, we strategically allocate capital only to those select high-quality businesses with sustainable growth that offer the most compelling reward-to-risk opportunities,” said Aziz Hamzaogullari. “We’re excited to launch the Loomis Sayles International Growth Fund for investors seeking a GES strategy focused on high-quality international companies with sustainable growth prospects that are trading at a significant discount to our estimate of intrinsic value.”
The GES team takes a long-term, private equity approach to investing. Through its proprietary bottom-up research framework, it looks to invest in those few high-quality businesses with sustainable competitive advantages and profitable growth when they trade at a significant discount to the team’s estimate of intrinsic value. The GES team believes a focus on the quality of a manager’s investment philosophy, process, and decision making is essential for assessing the probability of future success. The GES alpha thesis encapsulates a deeply held system of persistent beliefs, a rigorous, repeatable investment process and substantive proof points.
“The Loomis Sayles International Growth Fund is a natural expansion of the Growth Equity Strategies team’s investment offering. It gives investors access to a portfolio of international growth companies grounded in the team’s differentiated investment philosophy and supported by the team’s seven-step research framework,” said Kevin Charleston, chairman and CEO of Loomis Sayles. “Under Aziz’s leadership, the team’s assets have grown from $1.9 billion to $71 billion, while staying true to their core investment philosophy and continuing to seek attractive long-term returns for clients.”
The Loomis Sayles International Growth strategy is also available to eligible financial advisors and their clients through retail separately managed accounts (“SMAs”).
About Loomis Sayles
Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and integrated risk analysis to make informed, judicious decisions. Teams of portfolio managers, strategists, research analysts and traders collaborate to assess market sectors and identify investment opportunities wherever they may lie, within traditional asset classes or among a range of alternative investments. Loomis Sayles has the resources, foresight and the flexibility to look far and wide for value in broad and narrow markets in its commitment to deliver attractive sustainable returns for clients. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages $328 billion** in assets (as of September 30, 2020).
** Includes the assets of Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, LP.
About Natixis Investment Managers
Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis Investment Managers ranks among the world’s largest asset management firms1 with nearly $1.1 trillion assets under management2 (€910.0 billion).
Headquartered in Paris and Boston, Natixis Investment Managers is a subsidiary of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Investment Managers’ affiliated investment management firms include AEW; Alliance Entreprendre; AlphaSimplex Group; DNCA Investments;3 Dorval Asset Management; Flexstone Partners; Gateway Investment Advisers; H2O Asset Management; Harris Associates; Investors Mutual Limited; Loomis, Sayles & Company; Mirova; MV Credit; Naxicap Partners; Ossiam; Ostrum Asset Management; Seeyond; Seventure Partners; Thematics Asset Management; Vauban Infrastructure Partners; Vaughan Nelson Investment Management; Vega Investment Managers;4 and WCM Investment Management. Additionally, investment solutions are offered through Natixis Investment Managers Solutions, and Natixis Advisors offers other investment services through its AIA and MPA division. Not all offerings available in all jurisdictions. For additional information, please visit Natixis Investment Managers’ website at im.natixis.com | LinkedIn: linkedin.com/company/natixis-investment-managers.
Natixis Investment Managers’ distribution and service groups include Natixis Distribution, L.P., a limited purpose broker-dealer and the distributor of various U.S. registered investment companies for which advisory services are provided by affiliated firms of Natixis Investment Managers, Natixis Investment Managers S.A. (Luxembourg), Natixis Investment Managers International (France), and their affiliated distribution and service entities in Europe and Asia.
1 Cerulli Quantitative Update: Global Markets 2020 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2019.
2 Assets under management (“AUM”) as of September 30, 2020 is $1,067.3 billion. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.
3 A brand of DNCA Finance.
4 A wholly-owned subsidiary of Natixis Wealth Management.
Before investing, consider the Fund’s investment objectives, risks, charges and expenses. Visit loomissayles.com or call 1-800-633-3330 for a prospectus or summary prospectus, if available, containing this and other information. Read it carefully.
Natixis Distribution L.P. (fund distributor FINRA|SIPC) and Loomis, Sayles & Company, L.P. are affiliated.
Diversification does not ensure a profit or guarantee against a loss.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
About Risk Equity securities are volatile and can decline significantly in response to broad market and economic conditions. Foreign and emerging market securities may be subject to greater political, economic, environmental, credit, currency and information risks. Foreign securities may be subject to higher volatility than US securities due to varying degrees of regulation and limited liquidity. These risks are magnified in emerging markets. Investments in small and mid-size companies can be more volatile than those of larger companies. Growth stocks may be more sensitive to market conditions than other equities as their prices strongly reflect future expectations. Currency exchange rates between the US dollar and foreign currencies may cause the value of the fund's investments to decline.
Equity Securities Risk: Equity securities are volatile and can decline significantly in response to broad market and economic conditions.
Foreign and Emerging Market Securities Risk: Foreign and emerging market securities may be subject to greater political, economic, environmental, credit, currency and information risks. Foreign securities may be subject to higher volatility than US securities, due to varying degrees of regulation and limited liquidity. These risks are magnified in emerging markets.
Growth Stocks Risk: Growth stocks may be more sensitive to market conditions than other equities as their prices strongly reflect future expectations.
Small-and Mid-Cap Stocks Risk: Investments in small-and mid-size companies can be more volatile than those of larger companies.
Currency Risk: Currency exchange rates between the US dollar and foreign currencies may cause the value of the fund’s investments to decline.