Global Equity Opportunities
Overview
Strategy Details
Available Vehicles
- Institutional Separate Account
Portfolio Managers
Eileen Riley, CFA
Portfolio Manager, Co-Head of Global Equity Opportunities
Lee Rosenbaum
Portfolio Manager, Co-Head of Global Equity Opportunities
About the Team
Deep experience and fundamental research that drive sustainable, risk-adjusted returns over the long-term.
Investment Strategy
- A disciplined bottom-up approach to unconstrained global equity investing
- Concentrated active global equity product
- Integrated risk management throughout the investment process
- Long-term investment horizon
- Flexibility to invest across market capitalization
- Style-agnostic approach to global equity investing
Composite Performance
Cumulative Total Return (%)
As of 9/30/2025| Period | Gross | Net | Index |
|---|---|---|---|
| 3 Months | 5.64% | 5.45% | 7.74% |
| Year-To-Date | 10.38% | 9.77% | 18.86% |
Annualized Total Return (%)
As of 9/30/2025| Period | Gross | Net | Index |
|---|---|---|---|
| 1 Year | 9.07% | 8.27% | 17.80% |
| 3 Years | 23.92% | 23.04% | 23.70% |
| 5 Years | 11.85% | 11.19% | 14.07% |
| 10 Years | 13.55% | 12.95% | 12.47% |
| Since 10/1/2004 | 12.03% | 11.41% | 9.29% |
Period Performance (%)
As of 9/30/2025| Year | Gross | Net | Index |
|---|---|---|---|
| 2024 | 19.02% | 18.15% | 18.02% |
| 2023 | 31.10% | 30.15% | 22.81% |
| 2022 | -26.18% | -26.50% | -17.96% |
| 2021 | 24.21% | 23.69% | 19.04% |
| 2020 | 20.77% | 20.25% | 16.82% |
| 2019 | 38.64% | 38.04% | 27.30% |
| 2018 | -5.84% | -6.27% | -8.93% |
| 2017 | 31.68% | 31.07% | 24.62% |
| 2016 | 2.24% | 1.77% | 8.48% |
| 2015 | 5.66% | 5.13% | -1.84% |
Documents
Important Disclosures
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.
KEY RISKS: Equity Risk, Market Risk, Non-US Securities Risk, Liquidity Risk Investing involves risk including possible loss of principal.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
Investment vehicles may not be available to all investors and are subject to eligibility.
The Composite includes all discretionary separate and commingled accounts with market values greater than $1 million managed by Loomis Sayles by investing in companies around the world with market capitalizations of $1 billion or greater that have the potential to produce long-term earnings growth and price appreciation. The Composite inception date is October 1, 2004. The Composite was created in October 2007.
Source: MSCI. Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI’s express written consent.