Loomis Sayles announces new us and global growth equity UCITS funds

Loomis Sayles Investments Limited announces the launch of the Loomis Sayles US Growth Equity Fund and the Loomis Sayles Global Growth Equity Fund, both Luxembourg-based UCITS funds that extend global distribution. The active Equity strategies, initially launched in June 2016...

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Loomis Sayles Investments Limited announces the launch of the Loomis Sayles US Growth Equity Fund and the Loomis Sayles Global Growth Equity Fund, both Luxembourg-based UCITS funds that extend global distribution. The active Equity strategies, initially launched in June 2016, are managed by seasoned growth manager Aziz Hamzaogullari and his dedicated research analyst team who apply the same philosophy and process to both, using proprietary bottom-up research structured around quality, growth and valuation.

Loomis Sayles US Growth Equity Fund is managed as a large-cap growth strategy that is already available in institutional accounts, as a US-registered mutual fund, a Francebased FCP fund, and a UK-based OEIC fund. The Large Cap Growth strategy incepted on July 1, 2006 [1]. Hamzaogullari has been managing the US-registered fund since June 1, 2010, the France-based Natixis Actions US Growth Fund since January 1, 2011, and the UK-based Loomis Sayles US Equity Leaders Fund since its launch on April 4, 2013.

“Adding a Luxembourg-based UCITS fund for the team’s Large Cap Growth strategy helps us meet the needs of global key accounts,” said Kevin Charleston, chief executive officer. “The Fund is rapidly gaining traction in the market place has garnered more than $100 million in less than three months.” [2]

Loomis Sayles Global Growth Equity Fund is managed as a global growth strategy that is already available as an institutional commingled account and as a US-registered mutual fund. The Global Growth strategy was incepted on January 1, 2016. The US-registered fund launched March 31, 2016.

“We have been pleased with the broad acceptance of the team’s Large Cap and All Cap Growth strategies by global clients,” emphasized Charleston. “The launch of the Global Growth Equity strategy is a natural extension of the team’s capabilities given their established global focus in research.”

Philosophy and process

Hamzaogullari and his team take a long-term, private equity approach to investing. Through fundamental research, the team looks to invest in those few high-quality businesses that they believe have sustainable competitive advantages and profitable growth when they trade at a significant discount to intrinsic value.

“We always approach the value chain analysis for our businesses from a global perspective. Regardless of where a company is domiciled, the ultimate determinants of intrinsic value are key business tenets, such as competitive positioning, quality of business models, management and growth drivers. Through the disciplined and thorough implementation of our bottom-up fundamental analysis, we seek to understand the drivers, opportunities and limits of each business,” said Hamzaogullari.

Because the team approaches investing as if buying into a private business, a long investment horizon is central to their philosophy. The team’s seven-step research framework is the cornerstone of their decision-making process and drives the selection of those few companies that they believe demonstrate all of the following attributes:

  • High quality
  • Secular and profitable growth
  • Discount to intrinsic valuation

The team’s investment philosophy and process represent their fundamental beliefs regarding the most effective way to generate alpha.

The Loomis Sayles Growth team includes six dedicated analysts, all of whom have been personally trained and mentored by Hamzaogullari. Together they oversee $29 billion in equity assets (as of 8/31/16).

Next Finance , September 23

Article also available in : English EN | français FR

Footnotes

[1] The Manager for the Large Cap Growth strategy joined Loomis Sayles May 19, 2010, and strategy performance prior to that date was achieved at his prior firm.

[2] Source: Natixis Global Asset Management as of 26.08.2016

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