Specialty Growth Strategies
Our goal is to provide clients with a lower volatility approach to high growth investing
$5.6B
Assets under management
2005
20+ years since flagship strategy inception
25+
Average years of investment industry experience
Numbers as of 09/30/2025
Consistency stems from a disciplined, repeatable investment process focused on identifying companies with quality business models and sustainable secular growth opportunities.
Underpinning our approach is a comprehensive, active risk management framework designed to preserve capital and sustain long-term compounding.
We Believe
Consistent returns require a comprehensive, active risk management approach that is the cornerstone of success for our clients.
Compounding
Financial wealth is created through the power of long-term compounding of consistent returns.
Discipline
Consistent returns are more likely to be generated by a disciplined and repeatable investment process.
Quality
Companies with quality business models and secular growth opportunities tend to help generate more consistent returns.
Stability
In our experience, we have found that high-quality companies whose stocks possess lower share turnover tend to be an undervalued opportunity that is less volatile.
Our Approach
Our investment process aims to capture high-growth opportunities with a lower volatility profile. We leverage proprietary idea-generation methodologies to help identify undiscovered secular growth companies, supported by in-depth valuation analysis that incorporates discounted cash flow modeling to assess risk and reward.
Guided by an active risk management framework, our disciplined sell strategy and clear stop-loss approach help protect capital while maintaining a focus on long-term growth potential.
Our Differentiators
We take a low volatility approach to high growth investing.
Idea Generation
Proprietary methodologies that help target undiscovered secular growth stocks.
Valuation
Our valuation analysis incorporates discounted cash flow modeling to help compare and better understand risk/reward.
Active Risk Management
Our approach includes a sell strategy incorporating a clear stop loss discipline.
We employ a bottom-up, fundamental investment process and strive to make active stock selection the primary driver of returns. The team is supported by 11 experienced professionals managing Small Cap Growth, SMID Growth, and Mid Cap Growth.
5 Investment Offerings
| Strategy Name | Type | AUM | Inception Date |
|---|---|---|---|
| Mid Cap Growth | Equity | $19.3 million | 11/15/2019 |
| Small Cap Growth | Equity | $3.8 billion | 4/1/2005 |
| Small/Mid Cap Growth | Equity | $1.6 billion | 1/1/2012 |
| Product Name | Asset Class | Documents |
|---|---|---|
| Equity | ||
| Document | ||
| Equity | ||
| Document | ||
| Equity | ||
| Document | ||
Monthly performance as of 12/31/2025
|
Product Name Ticker • Share Class
|
Asset Class | NAV* | 1Y | 3Y | 5Y | 10Y | Inception | Inception Date |
|---|---|---|---|---|---|---|---|---|
| Small Cap Growth Fund LCGRX • Class R | Equity | 23.62 | 3.38% | 9.79% | 2.24% | 9.70% | 7.28% | 12/31/1996 |
| Small Cap Growth Fund LSSNX • Class N | Equity | 28.65 | 3.75% | 10.21% | 2.62% | 10.10% | 10.65% | 2/1/2013 |
| Small Cap Growth Fund LSSIX • Class I | Equity | 28.02 | 3.65% | 10.08% | 2.50% | 9.97% | 7.56% | 12/31/1996 |
| Small/Mid Cap Growth Fund LSMNX • Class N | Equity | 14.47 | 5.77% | 9.94% | 2.62% | – | 8.41% | 10/1/2019 |
| Small/Mid Cap Growth Fund LSMIX • Class I | Equity | 14.45 | 5.71% | 9.92% | 2.61% | 10.11% | 8.90% | 6/30/2015 |
|
Product Name
Ticker • Share Class
|
Asset Class | NAV* | Prev NAV | % Change | Last Distribution | As of Date |
|---|---|---|---|---|---|---|
|
Small Cap Growth Fund
LCGRX •
Class R
|
Equity | $25.29 | $25.29 | 0.00% | $2.1363 | 1/16/2026 |
|
Small Cap Growth Fund
LSSNX •
Class N
|
Equity | $30.67 | $30.68 | -0.03% | $2.1363 | 1/16/2026 |
|
Small Cap Growth Fund
LSSIX •
Class I
|
Equity | $29.99 | $30.00 | -0.03% | $2.1363 | 1/16/2026 |
|
Small/Mid Cap Growth Fund
LSMNX •
Class N
|
Equity | $15.52 | $15.56 | -0.26% | $0.0000 | 1/16/2026 |
|
Small/Mid Cap Growth Fund
LSMIX •
Class I
|
Equity | $15.50 | $15.54 | -0.26% | $0.0000 | 1/16/2026 |
|
Product Name
Ticker • Share Class
|
Asset Class | Documents |
|---|---|---|
|
Small Cap Growth Fund
LCGRX • Class R
|
Equity | |
| Documents | ||
|
Small Cap Growth Fund
LSSNX • Class N
|
Equity | |
| Documents | ||
|
Small Cap Growth Fund
LSSIX • Class I
|
Equity | |
| Documents | ||
|
Small/Mid Cap Growth Fund
LSMNX • Class N
|
Equity | |
| Documents | ||
|
Small/Mid Cap Growth Fund
LSMIX • Class I
|
Equity | |
| Documents | ||
*Net asset value is a mutual fund’s price per share. The value is calculated daily, based on the value of the securities in the portfolio at market close.
Gross expense ratio is the fund’s total annual operating expense ratio before any fee waivers or reimbursements.
Net expense ratio is the fund’s total annual operating expense ratio after any fee waivers or reimbursements.
Performance data shown represents past performance and is no guarantee of future results. Total return and value will vary and you may have a gain or loss when shares are sold. Current performance may be lower or higher than quoted. Performance for periods less than one year is cumulative, not annualized. Returns include changes in share price and reinvestment of dividends and capital gains, if any.
Small Cap Growth Fund Gross expense ratio: (N) 0.83%, (I) 0.94%, (R) 1.19%; Net expense ratio: (N) 0.83%, (I) 0.94%, (R) 1.19%; As of the most recent prospectus, the investment advisor has contractually agreed to waive fees and/or reimburse expenses (with certain exceptions) once the expense limitation of the fund has been exceeded. This arrangement is set to expire on 1/31/26. When an expense limitation has not been exceeded, the fund may have similar expense ratios.
Small/Mid Cap Growth Fund Gross expense ratio: (N) 0.93%, (I) 0.95%; Net expense ratio: (N) 0.83%, (I) 0.85%; As of the most recent prospectus, the investment advisor has contractually agreed to waive fees and/or reimburse expenses (with certain exceptions) once the expense limitation of the fund has been exceeded. This arrangement is set to expire on 1/31/26. When an expense limitation has not been exceeded, the fund may have similar expense ratios.
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Contact the Specialty Growth Strategies Team
We’re looking forward to hearing from you.
Dmitri Raberov, CFA, CAIA
Associate Investment Director
Important Disclosures
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 investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
Market conditions are extremely fluid and change frequently.
Past performance is no guarantee of future results.
Before investing, consider the fund’s investment objectives, risks, charges, and expenses. You may obtain a prospectus or a summary prospectus containing this and other information on this website. Read it carefully.
Natixis Distribution, LLC (fund distributor, member FINRA | SIPC) and Loomis, Sayles & Company, LLC are affiliated.
Loomis Sayles Funds | 800.633.3330