Bottoms up! Finding the advantage in the global beer value chain
The qualities that make a business great are universal in nature. How does the Growth Equity Strategies team identify and capture value?...
Why Invest?
For alpha generation, the pursuit of greater upside potential and managing absolute levels of risk are inextricable goals.
Each tenet of the Loomis Sayles Growth Equity Strategies (GES) alpha thesis is designed – individually and collectively – to promote this dual objective for investors.
Differentiated alpha thesis
A single, differentiated investment philosophy (alpha thesis) and proprietary seven-step research framework has underpinned all GES investment strategies since inception, for more than 18 years.
Cohesive, long-tenured team
The GES team culture promotes intellectual honesty, curiosity and independent thinking. There have been no departures from the Team since its inception.
Active risk management
Developing a deep understanding of each investment can also help mitigate risk through investment insights, so the team’s active risk management process is integral to its investment process.
The qualities that make a business great are universal
The GES team believes that regardless of location or domicile, structural drivers for sound investment decision making and analysis remain the same.
Access through major Platforms & the ASX
Available as a managed fund and an active ETF via most major platforms including BT
Panorama, HUB24, Macquarie and Netwealth. Full list here.
Invest with a global leader
Potentially benefit from the experience of a company which has helped fulfil the needs of clients worldwide since 1926.
More about the Loomis Sayles Growth Equity Strategies Team
Aziz Hamzaogullari is the Founder, CIO and Portfolio Manager of the Growth Equity Strategies (GES) team and the creator of its investment philosophy and process. He is supported by seven dedicated research analysts and one research associate, each of whom was hired, trained, and mentored by portfolio manager, Aziz Hamzaogullari. To date, there have been no departures from the team.
The GES team culture is truly collaborative and promotes intellectual honesty, curiosity and independent thinking. Each team member is actively engaged throughout the investment process. All research work is vetted through team discussion and includes attempts to disprove the investment thesis as a way to test its validity. This practice helps the team overcome the bias in human behavior toward overconfidence that could lead to overstating the investment’s potential. The GES team feels it is crucial to clearly grasp what could go wrong with a company, not just what can go right, in order to minimize downside risk.
Aziz Hamzaogullari, CFA
Founder, CIO and Portfolio Manager of the Loomis Sayles Growth Equity Strategies (GES) team
Aziz Hamzaogullari is the founder of the Growth Equity Strategies Team and chief investment officer at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles Large Cap Growth, All Cap Growth, Global Growth and International Growth long-only strategies as well as the Long/Short Growth Equity strategy. Offerings include the Loomis Sayles US Growth Equity, US Equity Leaders and Global Growth Equity funds, along with US products. Aziz is also a member of the firm’s Board of Directors.
Aziz joined Loomis Sayles in 2010 from Evergreen Investments where he was a senior portfolio manager. He joined Evergreen in 2001, was promoted to director of research in 2003 and portfolio manager in 2006. Aziz was head of Evergreen’s Berkeley Street Growth Equity team and was the founder of the research and investment process. Prior to Evergreen, Aziz was a senior equity analyst and portfolio manager at Manning & Napier Advisors. He has 31 years of investment industry experience. Aziz is a member of the Board of Trustees at Dana Hall School in Wellesley, Massachusetts. He earned a BS from Bilkent University, Türkiye, and an MBA from George Washington University. Aziz is also a CFA® charterholder and a member of the CFA Society of Boston.
Growth Equity Strategies Alpha Thesis: Seeking Risk-Adjusted Excess Returns
The GES team, the team behind the Loomis Sayles Global Equity Fund, is dedicated to the longstanding GES investment philosophy and process, which represents its fundamental beliefs regarding the most effective way to generate alpha and leverages its understanding of persistent anomalies that create asset mispricing. Collectively, the integrated system forms the GES team’s alpha thesis.
Watch this video with Portfolio Manager Aziz Hamzaogullari to find out more.
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A research-driven portfolio of high-conviction ideas in global equities
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Global EquityFund
Now available as an active ETF, trading on the ASX
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Global EquityFund - Active ETF
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