Loomis Sayles Celebrates the 10-Year Anniversary of Growth Equity Strategies Team's Long/Short Growth Equity Strategy
Loomis, Sayles & Company:
Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, celebrates the 10-year anniversary of the Loomis Sayles Long/Short Growth Equity strategy managed by the firm's Growth Equity Strategies (GES) team.
The Long/Short Growth Equity strategy is among a suite of equity products managed by Aziz V. Hamzaogullari, the chief investment officer and founder of the Loomis Sayles GES team. The team's $77.6 billion in assets under management also comprises Large Cap Growth, All Cap Growth, Global Growth, and International Growth strategies. The GES team's single alpha engine, employed across all strategies drives both long and short idea generation by seeking to identify both structurally attractive and structurally deficient businesses. The GES team's long-term, private equity approach is underpinned by a single differentiated investment philosophy and supported by a proprietary seven-step research framework. For long positions, 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 estimate of intrinsic value. Short selling opportunities can arise when the team's research identifies companies that trade at a significant premium to the estimate of intrinsic value due to structural deficiencies or unsustainably high investor expectations.
"The GES team has achieved a strong performance track record across its suite of products where the longest track record is more than 16 years. We are proud of the GES team's passion for delivering alpha to our investors through its disciplined, long-term investment decision-making that emphasizes deep fundamental research," said Kevin Charleston, chief executive officer and president of Loomis Sayles. "We launched the Long/Short Growth Equity strategy to bring to our investors the value of the team's alpha insights in long and short opportunities."
Aziz Hamzaogullari, CIO and founder of GES said, "More than a decade ago, we realized that our singular proprietary process organically generated alpha insights in short opportunities that we were unable deliver to our investors in our long-only strategies. Since inception, our Long/Short Growth Equity strategy has delivered alpha in both longs and shorts while simultaneously imparting hedging benefits in both mild and severe market declines."
Data source: Loomis Sayles.
Performance data shown represents past performance and is no guarantee of, and not necessarily indicative of, future results.
Data source: Loomis Sayles.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
Any investment that has the possibility for profits also has the possibility of losses, including loss of principal.
Indexes are unmanaged and do not incur fees. It is not possible to invest directly in an index.
For most recent month-end performance, visit www.loomissayles.com.
Loomis, Sayles & Company, L.P. ("Loomis Sayles") is an independent advisory firm registered under the Investment Advisors Act of 1940. For additional information on this and other Loomis Sayles strategies, please visit our website at www.loomissayles.com.
ABOUT LOOMIS SAYLES
*Includes the assets of both Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. ($38.4 billion for the Loomis Sayles Trust Company). Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.