BOSTON - Tuesday, 15. July 2025
(BUSINESS WIRE)--Loomis, Sayles & Company:
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Loomis, Sayles & Company proudly celebrates the 15-year anniversary of a differentiated approach to growth equity investing under the leadership of Aziz V. Hamzaogullari, CFA, the founder, chief investment officer and portfolio manager of the Loomis Sayles Growth Equity Strategies (GES) Team. Aziz is also an executive vice president and a member of the firm’s Board of Directors.
GES is a cohesive team with nearly 19 years of alpha generation and a long-term, private equity approach to investing.
Under Aziz Hamzaogullari’s leadership since 2010, assets under management for GES have grown from $1.9 billion to nearly $91 billion as of 31 May 2025.
Aziz brought a differentiated approach to equity investing when he joined Loomis Sayles in 2010. A proprietary seven-step research framework supports the GES Team’s long-term, private equity approach to investing. 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.
Underpinned by this singular investment philosophy, the GES Team expanded its platform from US-focused Large Cap Growth and All Cap Growth strategies to also include Global Growth, International Growth long-only strategies as well as the Long/Short Growth Equity hedge fund strategy. These strategies also are available in vehicles available to US investors.
The GES Team believes a focus on the quality of a manager’s investment philosophy, process and decision-making is essential for assessing the probability of future success. The GES alpha thesis encapsulates a deeply held system of persistent beliefs, a rigorous, repeatable investment process and substantive proof points.
“Since joining Loomis Sayles in 2010, Aziz and the GES Team have consistently distinguished themselves through a relentless focus on striving to achieve superior risk-adjusted returns for investors. Backed by their differentiated approach, they have demonstrated skilled and disciplined decision-making as well as a strong performance track record of which we are very proud,” said Kevin Charleston, chief executive officer of Loomis Sayles.
“I would like to thank our investors for their trust. We will continue to be committed to our guiding principles of long-term investing based on our key differentiated insights,” said Aziz V. Hamzaogullari, CFA, founder, chief investment officer and portfolio manager of the Loomis Sayles Growth Equity Strategies Team.
COMPOSITE PERFORMANCE AND RANKINGS (AS OF 31 MARCH 2025)
LARGE CAP GROWTH
Inception 7/1/2006
$84.1 BILLION AUM
Since inception in 2006, the Large Cap Growth composite has generated an annualized return of 14.19% (gross), 13.68% (net), outperforming the Russell 1000 Growth Index by 1.63% (gross), 1.12% (net), a gross return that ranks ahead of 98% of large cap growth peers.†
The Large Cap Growth composite 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 five years) through bottom-up stock selection.
Past performance is no guarantee of future results. Gross returns are net of trading costs. Net returns are gross returns less effective management fees. Indices are unmanaged and do not incur fees. It is not possible to invest directly in an index Please see trailing returns and other statistics as of the most recent quarter-end at the end of the document. †Ranking out of 159 observations (eVestment Alliance’s Large Cap Growth Universe.)
ALL CAP GROWTH
Inception 7/1/2006
$3.3 BILLION AUM
Since inception in 2006, the All Cap Growth composite has generated an annualized return of 14.14% (gross), 13.55% (net), outperforming the Russell 3000 Growth Index by 1.89% (gross), 1.30% (net), a gross return that ranks ahead of 95% of category peers**.
The All Cap Growth composite 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 five years) through bottom-up stock selection.
GLOBAL GROWTH
Inception 1/1/2016
$2.6 BILLION AUM
Since inception in 2016, the Global Growth composite has generated an annualized return of 13.55% (gross), 12.79% (net), outperforming the MSCI ACWI Gross Index by 2.85% (gross), 2.10% (net), a gross return that ranks ahead of 94% of global growth peers**.
The Global Growth composite seeks to produce long-term, excess returns vs. MSCI ACWI Gross Index on a risk-adjusted basis over a full market cycle (at least five years) through bottom-up stock selection.
INTERNATIONAL GROWTH
Inception 1/1/2020
$45.8 MILLION AUM
Since inception in 2020, the International Growth composite has generated an annualized return of 7.03% (gross), 6.18% (net), outperforming the MSCI ACWI ex-US Gross Index by 1.60% (gross), 0.75% (net), a gross return that ranks ahead of 62% of international growth peers**.
The International Growth composite seeks to produce long-term, excess returns vs. MSCI ACWI ex-US Gross Index on a risk-adjusted basis over a full market cycle (at least five years) through bottom-up stock selection.
LONG/SHORT GROWTH EQUITY
Inception 2/1/2012
$655.9 MILLION AUM
Since 2012, the Long/Short Growth Equity composite has generated an annualized return of 10.97% (gross), 9.33% (net), outperforming the S&P 500 50% Hedged Index by 3.89% (gross), 2.25% (net), the HFRI Equity Hedge (Total) Index* by 4.47% (gross), 2.83% (net) and the HFRI EH: Fundamental Growth Index by 5.61% (gross), 3.97 (net).
The Long/Short Growth Equity composite seeks to generate attractive long-term absolute positive returns regardless of market direction.
*The HFRI Equity Hedge (Total) Asset Weighted Composite Index is a global, asset-weighted index comprised of a single-manager funds that report to HFR Database. It is comprised of Equity Hedge fund peers that are not considered Equity Market Neutral. This index is being shown for informational and reference purposes only.
Source: Loomis Sayles, FTSE Russell, MSCI & HFR, as of 31 March 2025
The Portfolio Manager for the Growth Equity Strategies joined Loomis Sayles May 19, 2010, and his performance prior to that date was achieved at his prior firm.
Gross returns are net of trading costs. Net returns are gross returns less effective management fees. Returns may increase or decrease as a result of currency fluctuations. Indices are unmanaged and do not incur fees. It is not possible to invest directly in an index.
Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
Please request a current presentation book for each strategy for more information regarding risks and GIPS reports.
Please see trailing returns and other statistics as of the most recent quarter-end at the end of the document. **Rankings out of 37 observations (eVestment Alliance’s All Cap Growth Universe.) Ranking out of 821 observations. (eVestment Alliance’s Global Large Cap and Global All Cap Equity Universes). Ranking out of 248 observations (eVestment Alliance’s ACWI ex-US Large Cap and ACWI ex-US All Cap Equity.)
Past performance is no guarantee of future results.
KEY INVESTMENT RISKS FOR THE LARGE CAP GROWTH, ALL CAP GROWTH, GLOBAL GROWTH, AND INTERNATIONAL GROWTH STRATEGIES
Equity Risk
The risk that the value of stock may decline for issuer-related or other reasons.
Market Risk
The risk that the market value of a security may move up or down, sometimes rapidly and unpredictably, based upon a change in market or economic conditions.
Non-US Securities Risk
The risk that the value of non-US investments will fall as a result of political, social, economic or currency factors or other issues relating to non-US investing generally. Among other things, nationalization, expropriation or confiscatory taxation, currency blockage, political changes or diplomatic developments can negatively impact the value of investments. Non-US securities markets may be relatively small or underdeveloped, and non-US companies may not be subject to the same degree of regulation or reporting requirements as comparable US companies. This risk is heightened for underdeveloped or emerging markets, which may be more likely to experience political or economic stability than larger, more established countries. Settlement issues may occur.
Smaller or Mid-Sized Companies Risk
The risk that the equity securities of these companies may be subject to more abrupt price movements, limited markets and less liquidity than investments in larger, more established companies.
Liquidity Risk
The risk that the strategy may be unable to find a buyer for its investments when it seeks to sell them.
Non-Diversified Strategies
Non-diversified strategies tend to be more volatile than diversified strategies and the market as a whole.
Currency Risk
The risk that the value of investments will fall as a result of changes in exchange rates, particularly for global portfolios.
Derivatives Risk (for portfolios that utilize derivatives)
The risk that the value of the Strategy’s derivatives instruments will fall because of changes in the value of the underlying reference instrument, pricing difficulties or lack of correlation with the underlying investment.
Leverage Risk (for portfolios that utilize leverage)
The risk of increased loss in value or volatility due to the use of leverage or obtaining investment exposure greater than the value of an account.
Counterparty Risk
The risk that the counterparty to a swap or other derivatives contract will default on its obligations.
Models and Data Risk
The strategy may utilize quantitative model-based strategies. This is the risk that one or all of the quantitative or systematic models used may fail to identify profitable opportunities at any time. These models may incorrectly identify opportunities and these misidentified opportunities may lead to substantial losses. Models may be predictive in nature and may result in an incorrect assessment of future events. Data used in the construction of models may prove to be inaccurate or stale, which may result in investment losses.
General Risk
Any investment that has the possibility for profits also has the possibility of losses, including loss of principal.
KEY INVESTMENT RISKS – LONG/SHORT GROWTH EQUITY STRATEGY
Equity Risk
The risk that the value of the Strategy's investments in equity securities is subject to the risks of unpredictable declines in the value of individual securities and periods of below-average performance in individual securities or in the equity market as a whole.
Short Sale Risk
The risk of losing an amount greater than the amount initially invested. Short selling is limited only by the maximum attainable price of the security less the price at which it was sold and is considered a form of leverage.
Non-Us Securities Risk
The risk that the value of non-US investments will fall as a result of political, social, economic or currency factors or other issues relating to non-US investing generally. Among other things, nationalization, expropriation or confiscatory taxation, currency blockage, political changes or diplomatic developments can negatively impact the value of investments. This risk is heightened for underdeveloped or emerging markets, which may be more likely to experience political or economic stability than larger, more established countries. Settlement issues may occur.
Non-Diversification Risk
The risk that the portfolio’s value may decline due to movements in the price of one or a small number of investments.
Currency Risk
The risk that the value of investments will fall as a result of changes in exchange rates
Derivatives Risk
The risk that the value of the Strategy’s derivatives instruments will fall because of changes in the value of the underlying reference instrument, pricing difficulties or lack of correlation with the underlying investment.
Leverage Risk
The risk of increased loss in value or volatility due to the use of leverage or obtaining investment exposure greater than the value of an account.
Counterparty Risk
The risk that the counterparty to a derivatives contract will default on its obligations.
Strategies referenced herein are managed by Loomis, Sayles & Company, L.P.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
Diversification does not ensure a profit or guarantee against a loss.
Indices are unmanaged and do not incur fees. It is not possible to invest directly in an index.
This material is not intended to provide tax, legal, insurance, or investment advice. Please seek appropriate professional expertise for your needs.
Source: MSCI. Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI’s express written consent.
Since 1926, Loomis, Sayles & Company has helped fulfill the investment needs of institutional and mutual fund clients worldwide. The firm’s performance-driven investors integrate deep proprietary research and risk analysis to make informed, judicious decisions. Teams of portfolio managers, strategists, research analysts and traders collaborate to assess market sectors and identify investment opportunities wherever they may lie, within traditional asset classes or among a range of alternative investments. Loomis Sayles has the resources, foresight and the flexibility to look far and wide for value in broad and narrow markets in its commitment to deliver attractive, risk-adjusted returns for clients. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages $390.1 billion* in assets (as of 31 March 2025).
*Includes the assets of both Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. ($33.9 billion for the Loomis Sayles Trust Company). Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.
Loomis Sayles Investments Limited ("LSIL") is a subsidiary of Loomis, Sayles & Company L.P., and it is authorised and regulated by the Financial Conduct Authority.
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