Skip to content
Growth Equity Strategies

Range of Strategies

TEAM ASSETS: $69.5 BILLION AS OF 12/31/2023*
 
*this does not include Long/Short Equity

 

We are long-term, patient investors. We strategically allocate capital only to those select high-quality businesses with sustainable growth which offer the most compelling reward-to-risk opportunities.
Aziz V. Hamzaogullari

Institutional Strategies

For institutional investors only. Minimum initial investment of $20M

AUMs noted are updated quarterly. 

Large Cap Growth

The Large Cap Growth strategy seeks to produce long-term, excess returns vs. the Russell 1000® Growth Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.

$64.0 billion AUM

Inception 7/1/2006

CLICK HERE FOR MORE 

All Cap Growth

The All Cap Growth strategy seeks to produce long-term, excess returns vs. the Russell 3000® Growth Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.

$3.3 billion AUM

Inception 7/1/2006

CLICK HERE FOR MORE 

Global Growth

The Global Growth strategy seeks to produce long-term, excess returns vs. the MSCI All Country World Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.

$2.2 billion AUM

Inception 1/1/2016

CLICK HERE FOR MORE 

International Growth

The International Growth strategy seeks to produce long-term, excess returns vs. the MSCI All Country World ex-USA Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection

$31.1 million AUM

Inception 1/1/2020

CLICK HERE FOR MORE


 

Mutual Funds

Institutional Class shares (Class Y, Class I) are available to institutional investors only; minimum initial investment of $100,000. 

AUMs noted are updated quarterly. 

Growth Fund

TICKER: LSGRX

The Growth Fund seeks to produce long-term growth of capital.

$12.3 billion AUM

Inception 5/16/1991

CLICK HERE FOR MORE 

Global Growth Fund

TICKER: LSGGX

The Global Growth Fund seeks long-term growth of capital.

$100.7 million AUM

Inception 3/31/2016

CLICK HERE FOR MORE 

International Growth Fund

TICKER: LIGYX

The International Growth Fund seeks long-term growth of capital.

$30.7 million AUM

Inception 12/15/2020

CLICK HERE FOR MORE

Before investing, consider the fund’s investment objectives, risks, charges, and expenses. Please visit www.loomissayles.com or call 800-225-5478 for a prospectus and a summary prospectus, if available, containing this and other information. Read it carefully.

Natixis Distributors LLC. (fund distributor, member FINRA|SIPC) and Loomis, Sayles & Company, L.P. are affiliated.


 

Managed Accounts

A Managed Account (MA) is a more customized investment than a mutual fund. It is model-based and the investment manager will have the ability to customize per client request.

AUMs noted are updated quarterly. 

Large Cap Growth Managed Account

The Large Cap Growth Managed Account strategy seeks to produce long-term, excess returns vs. the Russell 1000® Growth Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.

$2.2 billion AUM

CLICK HERE FOR MORE 

Global Growth Managed Account

The Global Growth Managed Account strategy seeks to produce long-term, excess returns vs. the MSCI All Country World Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.

$30.7 million AUM

CLICK HERE FOR MORE

International Growth Managed Accountt

The International Growth Managed Account strategy seeks to produce long-term, excess returns vs. the MSCI All Country World ex-USA Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.

Strategy launched 1/1/2020 and now available to eligible investors.

CLICK HERE FOR MORE

There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.

Explore more from the team

Looking for more?

Head back to the Growth Equity Strategies page to find additional insights from the team.

Topography Line Work_grey-02-01
Questions for the team?

Let's Connect.

Hollie Briggs, CFA, CAIA

Director of Product Management

Adam Mushaweh, CFA, CAIA

Investment Director

Disclosure

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, and not necessarily indicative of, future results. 

There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.


MALR026879
6403801.1.1