Growth Equity Strategies
“We are long-term, patient investors. We strategically allocate capital to select high-quality businesses with sustainable growth, only when they trade at a significant discount to our estimate of intrinsic value.”
Aziz V. Hamzaogullari, CFA
Founder, Chief Investment Officer and Portfolio Manager
Patience Yields Results.
GROWTH EQUITY STRATEGIES (GES) GROWTH FUND EARNS THE GOLD MORNINGSTAR MEDALIST RATING™
The Loomis Sayles Growth Fund is honored to receive the Gold Medalist Rating from Morningstar.*
As of 29 December 2023.
Billion in assets under management
As of 9/30/2024
Combined years of investment experience
As of 6/30/2024
Investment Philosophy
Supported by a seven-step research framework
Alpha Generation
The search for alpha is the search for skill. We believe our alpha thesis, and our ability to consistently implement its tenets, constitutes a differentiated approach.
Investment Offerings
We are long-term, patient investors. We strategically allocate capital only to those select high-quality businesses with sustainable growth that offer the most compelling reward-to-risk opportunities.
Disclosure
Investor’s Business Daily (IBD) Best Mutual Funds Award (annual) are based on year-end performance for funds with at least a 10-year performance record and outperformed their Morningstar category for the past 1-, 3-, 5-, and 10- years periods. Loomis Sayles Growth Fund, Class Y, received IBD’s Best Mutual Funds Award for the following IBD categories and periods: Large Cap Funds (2019: 94 received award out of 731; 2020: 88 received award out of 986; 2021: 27 received award out of 919), U.S. Diversified Stock Funds (2019: 111 received award out of 1309; 2020: 139 received award out of 1835; 2021: 29 received award out of 1705), and Growth Stock Funds (2019: 108 received award out of 520; 2020: 25 received award out of 688; 2021: 25 received award out of 629). Past performance is no guarantee of future results.
*© 2024 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
The Morningstar Medalist Rating™ is not a credit or risk rating. It is a subjective evaluation performed by the mutual fund analysts of Morningstar, Inc. Morningstar evaluates funds based on five key pillars, which are process, performance, people, parent, and price. Morningstar’s analysts use this five pillar evaluation to identify funds they believe are more likely to outperform over the long term on a risk-adjusted basis. Analysts consider quantitative and qualitative factors in their research, but the assessment and weighting of each of the five pillars is driven by the analyst’s overall assessment and overseen by Morningstar’s Analyst Rating Committee. A fund with “Gold” rating distinguishes itself across the five pillars and has garnered the analysts’ highest level of conviction.
This marketing communication is provided for informational purposes only and should not be construed as investment advice. Investment decisions should consider the individual circumstances of the particular investor. Any opinions or forecasts contained herein, reflect the subjective judgments and assumptions of the authors only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There is no assurance that developments will transpire as forecasted and actual results will be different. Information, including that obtained from outside sources, is believed to be correct, but we cannot guarantee its accuracy. This information is subject to change at any time without notice.
Key Risks: Equity Risk, Market Risk, Non-US Securities Risk, Liquidity Risk.
Investing involves risk including possible loss of principal.
Any opinions or forecasts contained herein reflect the current subjective judgments and assumptions of the Growth Equity Strategies Team only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. This information is subject to change at any time without notice.
Commodity, interest and derivative trading involves substantial risk of loss.
Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
Diversification does not ensure a profit or guarantee against a loss.
Market conditions are extremely fluid and change frequently.
Past performance is no guarantee of, and not necessarily indicative of, future results.
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