Loomis Sayles Celebrates 10 Years of Aziz Hamzaogullari at Loomis Sayles, Leading the Growth Equity Strategies (GES) Team

Aziz Hamzaogullari is the chief investment officer and founder of the Growth Equity. Strategies Team at Loomis, Sayles & Company. (Photo: Business Wire)

BOSTON--()--Loomis, Sayles & Company Global Equity Strategies team:

65.3

128

1

BILLION IN ASSETS UNDER
MANAGEMENT

COMBINED YEARS OF INVESTMENT
EXPERIENCE

INVESTMENT PHILOSOPHY

GES Team

As of 6/30/2020

GES Team

As of 6/30/2020

Supported by a seven-step research
framework

Loomis, Sayles & Company, an affiliate of Natixis Investment Managers, celebrates the 10-year anniversary of Aziz V. Hamzaogullari, CFA, at Loomis Sayles. Aziz is the founder, chief investment officer and portfolio manager of the Loomis Sayles Growth Equity Strategies (GES) team.

Aziz is the portfolio manager of the Loomis Sayles Large Cap Growth, All Cap Growth and Global Growth long-only strategies, as well as an equity long-short fund. Additionally, he manages the Loomis Sayles Growth and Global Growth mutual funds and products outside the US. Aziz is also an executive vice president and a member of the firm’s Board of Directors. He joined Loomis Sayles in 2010 from Evergreen Investments, where as a managing director and senior portfolio manager, he led the large cap and all cap growth strategies since 2006. He was head of Evergreen’s Berkeley Street Growth Equity team and founded that team’s research and investment processes.

Aziz brought this differentiated approach to equity investing with him when he joined Loomis Sayles to manage the flagship Loomis Sayles Growth Fund. The fund has earned an annualized return of 17.35% over the past 10 years under his management and has grown from less than $100 million to $10.6 billion AUM during this time.

LOOMIS SAYLES GROWTH FUND FACTS

 

 

 

Share class

A

Fund inception

5/16/91

 

Inception

5/16/91

Total net assets

$10.6B

 

Ticker

LGRRX

Morningstar category

Large Growth

 

CUSIP

543487-12-8

Number of holdings

35

 

Gross Expense Ratio

0.91%

Turnover (at 9/30/19)

7%

 

Net Expense Ratio

0.91%

Additional share classes may be available for certain funds for eligible investors. Performance results will vary based on the share class.

PERFORMANCE (%) AS OF JUNE 30, 2020

CUMULATIVE RETURN

 

AVERAGE ANNUALIZED RETURN

 

3 MO

YTD

 

1 YEAR

3 YEAR

5 YEAR

10 YEAR

CLASS A AT NAV

23.84

9.59

 

18.25

16.44

15.91

17.04

CLASS A WITH 5.75%
maximum sales charge

16.75

3.31

 

11.48

14.15

14.55

16.36

BENCHMARK

27.84

9.81

 

23.28

18.99

15.89

17.23

CALENDAR YEAR RETURNS (%) SINCE MANAGER TENURE

 

2019

2018

2017

2016

2015

2014

2013

2012

2011

2010

 

 

 

 

 

 

 

 

 

 

 

CLASS A
At Net Asset Value

31.40

-2.72

32.29

5.67

9.65

11.06

35.09

18.54

0.32

15.34

BENCHMARK

36.39

-1.51

30.21

7.08

5.67

13.05

33.48

15.26

2.64

16.71

Over the past decade, the GES team has expanded its product platform while ensuring that its strategies are underpinned by a single investment philosophy and supported by the team’s seven-step research framework. Since Aziz joined Loomis Sayles in 2010, the team’s assets have grown from $1.9 billion to $65.3 billion.*

Large Cap Growth Strategy

$59.7 billion AUM

 

Since inception in 2006, the Large Cap Growth Composite has
generated an annualized net return of 13.33%, outperforming the
Russell 1000 Growth index by 1.63%, a return that ranks ahead of
93% of large cap growth peers.¹

 

The Large Cap Growth strategy 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.

 

 

Inception 7/1/2006

 

 

All Cap Growth Strategy

$3.8 billion AUM

 

Since inception in 2006, the All Cap Growth Composite has
generated an annualized net return of 13.72%, outperforming the
Russell 3000 Growth index by 2.25%, a return that ranks ahead of 89% of category peers.²

 

The All Cap Growth strategy 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.

 

 

Inception 7/1/2006

 

 

Global Growth Strategy

$1.7 billion AUM

 

Since inception in 2016, the Global Growth Composite has
generated an annualized net return of 15.24%, outperforming the
MSCI All Country World Index by 6.24%, a return that ranks ahead of 96% of global growth peers.³

 

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

 

 

Inception 1/1/2016

 

 

The GES team takes a long-term, private equity approach to investing. Through its proprietary bottom-up research framework, it looks to invest in those few high-quality businesses with sustainable competitive advantages and profitable growth when they trade at a significant discount to the team’s estimate of intrinsic value. 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.

“As founder, chief investment officer and portfolio manager for the Growth Equity Strategies team, Aziz demonstrates an incredible passion for investing and an investor-centric mindset every single day,” said Kevin Charleston, chief executive officer and president of Loomis Sayles. “Over the past decade, Aziz has delivered tremendous value for our investors and our firm. His unique growth equity alpha thesis is truly differentiated in the marketplace and we believe his investment philosophy, process and decision-making will continue to drive impressive achievements well into the future.”

“Our team has a passion for the independent, deep fundamental research required to identify those few great businesses with sustainable competitive advantages and secular growth as well as the patience and discipline to invest only when they trade at a significant discount to our estimate of intrinsic value,” said Aziz Hamzaogullari. “Celebrating our 10-year anniversary with Loomis Sayles, I would like to say thank you to all of our investors for their trust. We work very hard every day to earn it, and we look forward to serving you for many years to come.”

LOOMIS SAYLES LARGE CAP GROWTH COMPOSITE PERFORMANCE (%) AS OF JUNE 30, 2020

2Q 2020

YTD

1 Year

3 Years

5 Years

10 Years

Since Inception
(7/1/2006)

Large Cap Growth (Gross)

24.23

10.28

19.58

17.67

17.21

18.33

13.83

Large Cap Growth (Net)

24.11

10.05

19.10

17.19

16.73

17.88

13.33

Russell 1000 Growth Index

27.84

9.81

23.28

18.99

15.89

17.23

11.70

S&P 500 Index*

20.54

-3.08

7.51

10.73

10.73

13.99

8.84

LOOMIS SAYLES ALL CAP GROWTH COMPOSITE PERFORMANCE (%) AS OF JUNE 30, 2020

2Q 2020

YTD

1 Year

3 Years

5 Years

10 Years

Since Inception
(7/1/2006)

All Cap Growth (Gross)

24.30

9.50

17.32

17.43

17.51

18.43

14.28

All Cap Growth (Net)

24.15

9.22

16.73

16.85

16.92

17.94

13.72

Russell 3000 Growth Index

27.99

8.98

21.94

18.21

15.23

16.92

11.47

S&P 500 Index*

20.54

-3.08

7.51

10.73

10.73

13.99

8.84

LOOMIS SAYLES GLOBAL GROWTH COMPOSITE PERFORMANCE (%) AS OF JUNE 30, 2020

2Q 2020

YTD

1 Year

3 Years

Since Inception
(1/1/2016)

Global Growth (Gross)

26.46

8.17

14.52

14.86

16.03

Global Growth (Net)

26.29

7.86

13.83

14.10

15.24

MSCI All Country World Index

19.39

-5.99

2.64

6.70

9.00

MSCI All Country World Growth Index*

25.24

5.65

16.91

13.55

13.32

There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.

Data Source: Loomis Sayles and the Frank Russell Company.

The benchmark for the Large Cap Growth Composite is the Russell 1000 Growth Index. Performance for the S&P 500 Index is shown as supplemental information. The benchmark for the All Cap Growth Composite is the Russell 3000 Growth Index. Performance for the S&P 500 Index is shown as supplemental information. The benchmark for the Global Growth Composite is the MSCI All Country World Index. Performance for the MSCI All Country World Growth Index is shown as supplemental information.

The Manager for the Large Cap Growth and All Cap Growth Composites joined Loomis Sayles on May 19, 2010, and performance prior to that date was achieved at his prior firm. As required by GIPS, the prior performance information is being included as part of the Loomis Sayles Large Cap Growth and All Cap Growth Composites.

Returns for multi-year periods are annualized. Indices are unmanaged and do not incur fees. It is not possible to invest directly in an index.

Returns may increase or decrease as a result of currency fluctuations.

Performance data shown represents past performance and is no guarantee of future results. Current performance may be lower or higher than quoted. Returns are shown in US dollars and are annualized for one and multi-year periods. Gross returns are net of trading costs. Net returns are gross returns less effective management fees.

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.

Past performance is no guarantee of future results.

¹ As of June 30, 2020. Source: eASE Analytics System; eVestment Alliance is the ranking agency. *Ranking out of 189 observations. (eVestment Alliance’s Large Cap Growth Universe.) Annualized performance is calculated as the geometric mean of the product’s returns with respect to one year. Returns-based data are gross of management fees and net of trading costs. The highest (or most favorable) percentile rank is 1, and the lowest (or least favorable) percentile rank is 100. Rankings are subject to change. Although we believe it is reliable, we cannot guarantee the accuracy of data from a third party source. This information cannot be copied or redistributed in any form.

² As of June 30, 2020. Data Source: eASE Analytics System; eVestment Alliance is the ranking agency. *Ranking out of 56 observations. (eVestment Alliance’s All Cap Growth Universe.) Annualized performance is calculated as the geometric mean of the product’s returns with respect to one year. Returns-based data are gross of management fees and net of trading costs. The highest (or most favorable) percentile rank is 1, and the lowest (or least favorable) percentile rank is 100. Rankings are subject to change. Although we believe it is reliable, we cannot guarantee the accuracy of data from a third party source. This information cannot be copied or redistributed in any form.

³Source: eASE Analytics System; eVestment Alliance is the ranking agency. *Ranking out of 811 (eVestment Alliance’s Global Growth Universe.) Annualized performance is calculated as the geometric mean of the product’s returns with respect to one year. Returns-based data are gross of management fees and net of trading costs. The highest (or most favorable) percentile rank is 1, and the lowest (or least favorable) percentile rank is 100. Rankings are subject to change. Although we believe it is reliable, we cannot guarantee the accuracy of data from a third party source. This information cannot be copied or redistributed in any form.

About Risk

Equity securities are volatile and can decline significantly in response to broad market and economic conditions. Foreign and emerging market securities may be subject to greater political, economic, environmental, credit, currency and information risks. Foreign securities may be subject to higher volatility than US securities due to varying degrees of regulation and limited liquidity. These risks are magnified in emerging markets. Investments in small and mid-size companies can be more volatile than those of larger companies. Growth stocks may be more sensitive to market conditions than other equities as their prices strongly reflect future expectations. Currency exchange rates between the US dollar and foreign currencies may cause the value of the fund's investments to decline.

ABOUT LOOMIS SAYLES

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 integrated 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 sustainable returns for clients. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages $310.9 billion ** in assets (as of June 30, 2020).

*Total strategy assets include all assets managed by the respective team.

**Includes the assets of Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, LP.

ABOUT NATIXIS INVESTMENT MANAGERS

Natixis Investment Managers serves financial professionals with more insightful ways to construct portfolios. Powered by the expertise of more than 20 specialized investment managers globally, we apply Active Thinking® to deliver proactive solutions that help clients pursue better outcomes in all markets. Natixis Investment Managers ranks among the world’s largest asset management firms1 with $908.9 billion / €828.4 billion assets under management. 2

Natixis Investment Managers includes all of the investment management and distribution entities affiliated with Natixis Distribution, L.P. and Natixis Investment Managers S.A. Services/ products are not available to all investors in all jurisdictions.

1Cerulli Quantitative Update: Global Markets 2019 ranked Natixis Investment Managers as the 17th largest asset manager in the world based on assets under management as of December 31, 2018.

2 Assets under management (“AUM”) as of March 31, 2020. AUM, as reported, may include notional assets, assets serviced, gross assets, assets of minority-owned affiliated entities and other types of non-regulatory AUM managed or serviced by firms affiliated with Natixis Investment Managers.

Before investing, consider the fund’s investment objectives, risks, charges and expenses. Please visit www.loomissayles.com or call 800-633-3330 for a prospectus and a summary prospectus, if available, containing this and other information. Read it carefully.

Natixis Distribution L.P. (fund distributor FINRA|SIPC) and Loomis, Sayles & Company, L.P. are affiliated.

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MALR025670.1

Contacts

Orla O’Brien
(617)478-7480
oobrien@loomissayles.com

Contacts

Orla O’Brien
(617)478-7480
oobrien@loomissayles.com