GES Team Global Growth Strategy Reaches 10-Year Milestone

Loomis, Sayles & Company celebrates the 10-year anniversary of the Loomis Sayles Global Growth strategy. Managed by Aziz V. Hamzaogullari, founder, chief investment officer and portfolio manager of the Loomis Sayles Growth Equity Strategies (GES) Team, the $3 billion strategy has delivered its investors strong risk-adjusted returns since inception on 1 January 2016.

The GES Team has $97.4 billion in total assets under management as of 31 December 2025 across a suite of offerings, including US domestic, global, international, and long/short growth equity strategies. A singular differentiated investment philosophy – supported by a proprietary seven-step research framework – underpins their long-term, private equity approach. The Team seeks to invest in those few high-quality businesses with sustainable competitive advantages and profitable growth only when they trade at a discount to the GES Team’s estimate of intrinsic value.

The Global Growth strategy seeks to produce long-term, positive 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. Since inception, the Global Growth strategy has:

• Outperformed the MSCI ACWI Index Gross by 2.51% (gross), 1.74% (net) annualized, outperforming 93% of its peers (gross and net), through 31 December 2025.
• Generated significant alpha of 1.61 (gross), 0.93 (net) outperforming 89% of its peers (gross) and 87% (net).
• Also outperformed on a risk-adjusted basis, as measured by Sharpe ratio and information ratio, outperforming 85% of its peers (gross and net) for Sharpe and 90% of its peers (gross), 91% of its peers (net) for information ratio, respectively.

Further, with annualized turnover of 8.7% since inception, Global Growth has benefited from the GES Team’s dedication to a long investment horizon, which they believe has afforded them the opportunity to capture value from secular growth as well as capitalize on the stock market’s shortsightedness through time arbitrage. The high-conviction portfolio of typically 30-45 securities reflects the Team’s belief that less than one percent of all businesses are able to both sustain their competitive advantages beyond a decade and generate durable and profitable long-term growth. With median active share since inception of greater than 90%, the GES Team believes Global Growth has exhibited the necessary condition for generating alpha and outperforming net of fees over the long term.

“In the 10 years since Global Growth’s inception, the GES Team has achieved an impressive performance track record for the strategy, similar to those of the Team’s Large Cap Growth and All Cap Growth strategies, both of which celebrate 20-year milestones in 2026. The Team’s achievements reflect a steadfast commitment to patient, long‑term investing, where disciplined bottom‑up research and a deep understanding of high‑quality businesses guide every decision. Led by Aziz, the GES Team’s enduring philosophy continues to position our investors for meaningful value creation over time,”
Kevin Charleston, Chief Executive Officer, Loomis Sayles

“We believe the qualities that make a business great are universal in nature. Regardless of location or domicile, structural drivers for sound investment decision making and analysis such as basic business characteristics, competitive advantage, business model, financial strength, management, growth drivers and valuation remain the same,”
Aziz V. Hamzaogullari, CFA
GES Team Founder, Chief Investment Officer and Portfolio Manager 

IMPORTANT DISCLOSURES

Performance data shown represents past performance and is no guarantee of future results. Current performance may be lower or higher than quoted. Returns are shown in US dollars and are annualized for one and multi-year periods. Gross returns are net of trading costs. Net returns are gross returns less effective management fees.

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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