History
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Large Cap Growth and All Cap Growth are launched
Team joins Loomis Sayles and hires analyst Igor Chan
Building out of global investment library
Growth Equity Alpha Thesis is published
We believe a focus on the quality of a manager’s investment philosophy, process, and decision-making is essential for assessing the probability of future success. Our alpha thesis encapsulates a deeply held system of persistent beliefs, a rigorous, repeatable investment process and substantive proof points.
Team hires analyst Larry Keegan
Team hires analyst Ryan Hill
Global Growth is launched
Team hires analyst Olivier Diolosa
International Growth is launched
Team hires analyst Olivier Diolosa
We believe a focus on the quality of a manager’s investment philosophy, process and decision-making is essential for assessing the probability of future success.
Disclosures
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
This marketing communication is provided for informational purposes only and should not be construed as investment advice. Investment decisions should consider the individual circumstances of the particular investor. Any opinions or forecasts contained herein, reflect the subjective judgments and assumptions of the authors only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There is no assurance that developments will transpire as forecasted and actual results will be different. Information, including that obtained from outside sources, is believed to be correct, but we cannot guarantee its accuracy. This information is subject to change at any time without notice.
Key Risks: Equity Risk, Market Risk, Non-US Securities Risk, Liquidity Risk.
Investing involves risk including possible loss of principal.
Any opinions or forecasts contained herein reflect the current subjective judgments and assumptions of the Growth Equity Strategies Team only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. This information is subject to change at any time without notice.
Commodity, interest and derivative trading involves substantial risk of loss..
Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
Diversification does not ensure a profit or guarantee against a loss.
Market conditions are extremely fluid and change frequently.
Past performance is no guarantee of future results.
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