Loomis Sayles Growth Equity Strategies Team Global Growth Strategy Reaches 10-Year Milestone

• Two Decades of Growth Equity Investing, One Differentiated Approach
• Led by Aziz V. Hamzaogullari, CFA, Growth Equity Strategies Team Founder, Chief Investment Officer and Portfolio Manager

BOSTON--(BUSINESS WIRE)--Loomis, Sayles & Company celebrates the 10-year anniversary of the Loomis Sayles Global Growth strategy. Managed by Aziz V. Hamzaogullari, founder, chief investment officer and portfolio manager of the Loomis Sayles Growth Equity Strategies (GES) Team, the $3 billion strategy has delivered its investors strong risk-adjusted returns since inception on 1 January 2016.

The GES Team has $97.4 billion in total assets under management as of 31 December 2025 across a suite of offerings, including US domestic, global, international, and long/short growth equity strategies. A singular differentiated investment philosophy – supported by a proprietary seven-step research framework – underpins their long-term, private equity approach. 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 Team’s estimate of intrinsic value.

Global Growth has benefited from the GES Team’s dedication to a long investment horizon, which they believe has afforded them the opportunity to capture value from secular growth as well as capitalize on the stock market’s shortsightedness through time arbitrage. The high-conviction portfolio of typically 30-45 securities reflects the Team’s belief that less than one percent of all businesses are able to both sustain their competitive advantages beyond a decade and generate durable and profitable long-term growth. With median active share since inception of greater than 90%, the GES Team believes Global Growth has exhibited the necessary condition for generating alpha and outperforming net of fees over the long term.

“In the 10 years since Global Growth’s inception, the GES Team has achieved an impressive performance track record for the strategy, similar to those of the Team’s Large Cap Growth and All Cap Growth strategies, both of which celebrate 20-year milestones in 2026,” said Kevin Charleston, chief executive officer of Loomis Sayles. “The Team’s achievements reflect a steadfast commitment to patient, long‑term investing, where disciplined bottom‑up research and a deep understanding of high‑quality businesses guide every decision. Led by Aziz, the GES Team’s enduring philosophy continues to position our investors for meaningful value creation over time.”

“We believe the qualities that make a business great are universal in nature,” said Hamzaogullari. “Regardless of location or domicile, structural drivers for sound investment decision making and analysis such as basic business characteristics, competitive advantage, business model, financial strength, management, growth drivers and valuation remain the same.”

Learn more about the Loomis Sayles Growth Equity Strategies Team
and the Global Growth Strategy.

ABOUT LOOMIS SAYLES

For a century, Loomis, Sayles & Company has built a legacy focused on fulfilling the investment needs of institutional and retail clients worldwide. To do this, our performance-driven investors aim to deliver long-term results by leveraging deep, independent research and rigorous risk analysis. With the resources, foresight, and flexibility to look far and wide for value in broad and narrow markets, Loomis Sayles has remained a trusted partner to its clients since 1926. Loomis Sayles proudly manages $431.4 billion* in assets on behalf of clients worldwide (as of 31 December 2025).

*Includes the assets of both Loomis, Sayles & Co., LP, and Loomis Sayles Trust Company, LLC. ($53.7 billion for the Loomis Sayles Trust Company). Loomis Sayles Trust Company is a wholly owned subsidiary of Loomis, Sayles & Company, L.P.

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