Loomis Sayles Growth Fund Exceeds $1 Billion in Assets

BOSTON--()--Loomis, Sayles & Company today announced that the Loomis Sayles Growth Fund (LSGRX) has surpassed $1 billion in assets under management. The Fund has had approximately $300 million of net inflows year to date, following a net asset gain of $444 million in 2013.

Aziz Hamzaogullari, portfolio manager of Loomis Sayles’ full suite of large cap and all cap growth investment strategies, took over management of the Fund in 2010 when he joined the firm. Since then, Aziz and his team have increased assets across their strategies by more than $10 billion to a total $12.2 billion*.

Aziz is an active manager with a long-term private equity approach to investing. Through their proprietary, bottom-up research framework, he and his team look to invest in those few high-quality businesses they view as having sustainable and profitable growth only when they trade at a significant discount to their estimate of intrinsic value. As a result of this rigorous process, theirs is a selective, high-conviction portfolio of 30-40 names.

“A long-term investment horizon, focused investing with a deep understanding of the businesses we own, a well-defined investment process, and an absolute risk focus are key principals of our approach to investing. I would like to express my gratitude to our investors for their trust and look forward to serving them with our disciplined investment approach throughout many different market cycles. Investing in durable businesses with secular growth when we believe there is an inefficiency in the market place is our passion.”

Alongside Aziz, the large cap growth team is made up of six dedicated analysts and two product managers.

About Loomis Sayles
Since 1926, Loomis, Sayles & Company, L.P. has served the investment needs of institutional and mutual fund clients. As performance-driven investors seeking exceptional opportunities, Loomis Sayles employs actively managed disciplines that combine fundamental research, systematic risk assessment and experienced portfolio management. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages $221 billion in assets as of June 30, 2014.

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*Total includes all assets in the Loomis Sayles All Cap Growth and Large Cap Growth strategies as of 8/15/2014.

Risks:
Investing in growth stocks involves certain risks, in part, because the value of securities is based upon future expectations that may or may not be met. Mid-cap stocks are subject to greater volatility and may be less liquid than stocks of larger, more established companies. Because the Fund can invest a significant percentage of assets in foreign securities the value of the Fund shares can be adversely affected by changes in currency exchange rates, political, and economic developments. In emerging markets these risks can be significant. The Fund is subject to currency risk, which is the risk that fluctuations in exchange rates between the US dollar and foreign currencies may cause the value of a Fund’s investments to decline. Funds that invest in securities denominated in, or receive revenues in, foreign currency are subject to currency risk. Accordingly, the purchase of Fund shares should be viewed as a long-term investment.

Before investing, consider the fund's investment objectives, risk, charges, and expenses. Visit loomissayles.com or call 1-800-633-3330 for a prospectus or a summary prospectus containing this and other information. Read it carefully.

NGAM Distribution, L.P. is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Global Asset Management, S.A.

Contacts

Loomis, Sayles & Company
Erin Heard, 617-960-2029
eheard@loomissayles.com

Contacts

Loomis, Sayles & Company
Erin Heard, 617-960-2029
eheard@loomissayles.com