Specialty Growth Strategies
Our goal is to provide clients with a lower volatility approach to high growth investing
$6.1B
Assets under management
2005
20+ years since flagship strategy inception
25+
Average years of investment industry experience
Numbers as of 6/30/2026
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
| Mid Cap Growth | Equity | $27.0 million | 11/15/2019 |
| Small Cap Growth | Equity | $4.2 billion | 4/1/2005 |
| Small/Mid Cap Growth | Equity | $1.9 billion | 1/1/2012 |
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Monthly performance as of 9/30/2026
| Average Annual Total Returns (%) | Expense Ratio (%) | ||||||||||
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| Small Cap Growth Fund LCGRX • Class R | Equity | $26.99 | 14.21 | 13.39 | 4.03 | 10.77 | 7.56 | 12/31/1996 | 1.18 | 1.18 | 1/31/2028 |
| Small Cap Growth Fund LSSNX • Class N | Equity | $32.83 | 14.64 | 13.80 | 4.40 | 11.17 | 11.09 | 2/1/2013 | 0.82 | 0.82 | 1/31/2028 |
| Small Cap Growth Fund LSSIX • Class I | Equity | $32.07 | 14.46 | 13.66 | 4.28 | 11.04 | 7.83 | 12/31/1996 | 0.93 | 0.93 | 1/31/2028 |
| Small/Mid Cap Growth Fund LSMNX • Class N | Equity | $15.87 | 8.45 | 13.29 | 2.45 | – | 8.69 | 10/1/2019 | 0.88 | 0.83 | 1/31/2027 |
| Small/Mid Cap Growth Fund LSMIX • Class I | Equity | $15.85 | 8.39 | 13.28 | 2.44 | 10.54 | 9.05 | 6/30/2015 | 0.91 | 0.85 | 1/31/2027 |
| Small Cap Growth Fund LCGRX • Class R |
Equity | $26.99 | $26.68 | 1.16% | $2.1363 | 10/9/2026 |
| Small Cap Growth Fund LSSNX • Class N |
Equity | $32.83 | $32.44 | 1.20% | $2.1363 | 10/9/2026 |
| Small Cap Growth Fund LSSIX • Class I |
Equity | $32.07 | $31.70 | 1.17% | $2.1363 | 10/9/2026 |
| Small/Mid Cap Growth Fund LSMNX • Class N |
Equity | $15.87 | $15.69 | 1.15% | $0.0000 | 10/9/2026 |
| Small/Mid Cap Growth Fund LSMIX • Class I |
Equity | $15.85 | $15.68 | 1.08% | $0.0000 | 10/9/2026 |
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Small Cap Growth Fund
LCGRX • Class R |
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Small Cap Growth Fund
LSSNX • Class N |
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Small Cap Growth Fund
LSSIX • Class I |
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Small/Mid Cap Growth Fund
LSMNX • Class N |
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Small/Mid Cap Growth Fund
LSMIX • Class I |
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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.
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, L.P. are affiliated.
Meet the Team
Recent Thought Leadership
Pursuing Consistent SMID Growth Returns
Investors in small- to medium-sized (SMID) growth companies know that emerging businesses can offer considerable opportunity but also pose some complex risks.
Specialty Growth Strategies Team Brochure
Financial wealth is created through the power of long-term compounding of consistent returns
Mid Cap Equities: It’s Time to Pay Attention
Despite greater historical returns, we believe there is a relative underallocation to mid cap strategies.
Contact the Specialty Growth Strategies Team
We’re looking forward to hearing from you.
Noreen Drohan
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.
NIM-08242026-a1kblqmv
8667407.2.2