Skip to main content
VISIT THE MAIN LOOMIS SAYLES SITE
VISIT THE MAIN LOOMIS SAYLES SITE

Global Growth Managed Account

View Another Investment Offering

The Global Growth Managed Account strategy seeks to produce long-term, excess returns vs. the MSCI All Country World Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.

Factsheet
Strategy Highlights
  • Active management with a long-term, private equity approach to investing
  • High active share: typically greater than 90%*
  • Low turnover (typically 0-25% annualized)
  • Seven-step research framework focuses on quality, growth and valuation
  • High-conviction portfolio of typically 30 to 45 stocks
  • Looks to identify high-quality companies – those with difficult-to-replicate business models
  • Team must view growth as sustainable and profitable
  • Stock values are modeled and regularly updated based on our four valuation scenarios: Best, Base, Bear and Worst
  • Seeks to create a margin of safety by investing only when the company is selling meaningfully below the team’s estimate of intrinsic value
  • Active risk management defines risk as a permanent loss of capital, not tracking error or short-term relative underperformance
  • Bottom-up stock selection drives excess returns
  • Invests between 40% – 70% in companies located outside the US and may invest up to 30% of its assets in securities of companies located in emerging markets

*Active share indicates the proportion of the portfolio’s holdings (by market value) that are different than the benchmark. A higher active share indicates a larger difference between the benchmark and the portfolio.