{"id":56279,"date":"2016-09-23T02:45:00","date_gmt":"2016-09-23T00:45:00","guid":{"rendered":"http:\/\/beta.next-finance.net\/innovation\/loomis-sayles-announces-new-us-and-global-growth-equity-ucits-funds\/"},"modified":"2016-09-23T02:45:00","modified_gmt":"2016-09-23T00:45:00","slug":"loomis-sayles-announces-new-us-and-global-growth-equity-ucits-funds","status":"publish","type":"post","link":"http:\/\/beta.next-finance.net\/en\/innovation\/loomis-sayles-announces-new-us-and-global-growth-equity-ucits-funds\/","title":{"rendered":"Loomis Sayles announces new us and global growth equity UCITS funds"},"content":{"rendered":"

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.<\/strong> <\/em><\/p>\n

Loomis Sayles US Growth Equity Fund is managed as a large-cap growth strategy that
\nis already available in institutional accounts, as a US-registered mutual fund, a Francebased
\nFCP fund, and a UK-based OEIC fund. The Large Cap Growth strategy incepted on
\nJuly 1, 2006[[The Manager for the Large Cap Growth strategy joined Loomis Sayles May 19, 2010, and strategy performance prior to that date was
\nachieved at his prior firm.]]. Hamzaogullari has been managing the US-registered fund since June 1,
\n2010, the France-based Natixis Actions US Growth Fund since January 1, 2011, and the
\nUK-based Loomis Sayles US Equity Leaders Fund since its launch on April 4, 2013.<\/p>\n

\u201cAdding a Luxembourg-based UCITS fund for the team\u2019s Large Cap Growth strategy helps
\nus meet the needs of global key accounts,\u201d<\/em> said Kevin Charleston, chief executive officer.
\n\u201cThe Fund is rapidly gaining traction in the market place has garnered more than $100
\nmillion in less than three months.\u201d<\/em>[[Source: Natixis Global Asset Management as of 26.08.2016]]\n

Loomis Sayles Global Growth Equity Fund is managed as a global growth strategy that
\nis already available as an institutional commingled account and as a US-registered mutual
\nfund. The Global Growth strategy was incepted on January 1, 2016. The US-registered fund
\nlaunched March 31, 2016.<\/p>\n

\u201cWe have been pleased with the broad acceptance of the team\u2019s Large Cap and All Cap Growth strategies by global clients,\u201d<\/em> emphasized Charleston. \u201cThe launch of the Global Growth Equity strategy is a natural extension of the team\u2019s capabilities given their established global focus in research.\u201d<\/em><\/p>\n

Philosophy and process <\/h2>\n

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

\u201cWe always approach the value chain analysis for our businesses from a global perspective.
\nRegardless of where a company is domiciled, the ultimate determinants of intrinsic value
\nare key business tenets, such as competitive positioning, quality of business models,
\nmanagement and growth drivers. Through the disciplined and thorough implementation of
\nour bottom-up fundamental analysis, we seek to understand the drivers, opportunities and
\nlimits of each business,\u201d<\/em> said Hamzaogullari.<\/p>\n

Because the team approaches investing as if buying into a private business, a long
\ninvestment horizon is central to their philosophy. The team\u2019s seven-step research
\nframework is the cornerstone of their decision-making process and drives the selection of
\nthose few companies that they believe demonstrate all of the following attributes:<\/p>\n

    \n
  • High quality<\/li>\n
  • Secular and profitable growth<\/li>\n
  • Discount to intrinsic valuation<\/li>\n<\/ul>\n

    The team\u2019s investment philosophy and process represent their fundamental beliefs
    \nregarding the most effective way to generate alpha.<\/p>\n

    The Loomis Sayles Growth team includes six dedicated analysts, all of whom have been
    \npersonally trained and mentored by Hamzaogullari. Together they oversee $29 billion in
    \nequity assets (as of 8\/31\/16).<\/p>\n","protected":false},"excerpt":{"rendered":"

    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…<\/p>\n","protected":false},"author":20,"featured_media":56277,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1471],"tags":[1663,1655,1651,1711,1437,1691,1952,1680],"_links":{"self":[{"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/posts\/56279"}],"collection":[{"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/users\/20"}],"replies":[{"embeddable":true,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/comments?post=56279"}],"version-history":[{"count":0,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/posts\/56279\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/media\/56277"}],"wp:attachment":[{"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/media?parent=56279"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/categories?post=56279"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/beta.next-finance.net\/en\/wp-json\/wp\/v2\/tags?post=56279"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}