Institutional Strategies
For institutional investors only; standard minimum investment of $20M.
The AUMs noted are updated quarterly.
Large Cap Growth
The Large Cap Growth strategy seeks to produce long-term, excess returns vs. the Russell 1000® Growth Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
All Cap Growth
The All Cap Growth strategy seeks to produce long-term, excess returns vs. the Russell 3000® Growth Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
Global Growth
The Global Growth strategy seeks to produce long-term, excess returns vs. the MSCI ACWI Index Gross on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
International Growth
The International Growth strategy seeks to produce long-term, excess returns vs. the MSCI ACWI ex-US Index Gross on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
Long/Short Growth Equity
The Long/Short Growth Equity seeks to generate attractive long-term absolute positive returns regardless of market direction.
Disclosure
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 future results.
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