Equity
Loomis Sayles is home to four equity Alpha Engines, each featuring a distinct alpha-generating investment philosophy and time-tested investment processes that are designed to assist clients in achieving their goals. All Loomis Sayles equity Alpha Engines feature embedded research resources, enabling each team to achieve sustained, long-term performance through independent, non-consensus thinking.
$114B
Equity Assets Under Management
4
Equity Alpha Engines
Numbers as of 9/30/2025
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| Strategy Name | Type | AUM | Inception Date |
|---|---|---|---|
| All Cap Growth | Equity | $3.7 billion | 7/1/2006 |
| Global Allocation | Balanced | $7.6 billion | 5/1/1996 |
| Global Emerging Markets Equity | Equity | $5.7 million | 12/1/2019 |
| Global Equity Opportunities | Equity | $7.8 billion | 10/1/2004 |
| Global Growth | Equity | $3 billion | 1/1/2016 |
| International Growth | Equity | $51 million | 1/1/2020 |
| Large Cap Growth | Equity | $89.5 billion | 7/1/2006 |
| Long/Short Growth Equity | – | ||
| Mid Cap Growth | Equity | $4.5 million | 11/15/2019 |
| Small Cap Growth | Equity | $3.9 billion | 4/1/2005 |
| Small Cap Value | Equity | $1.5 billion | 5/13/1991 |
| Small/Mid Cap | Equity | $1.3 billion | 4/1/1998 |
| Small/Mid Cap Growth | Equity | $1.7 billion | 1/1/2012 |
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*Includes accounts that may also be counted as part of other strategies.
Important Disclosure
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. Data and analysis does not represent the actual, or expected future performance of any investment product. 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.