The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
As of Oct 28, 2026
During the third quarter of 2026, the Loomis Sayles Global Growth Fund posted a net return of 0.75%, underperforming the MSCI ACWI Index Net benchmark return of 1.60% by 85 basis points. On a year-to-date basis, the fund generated a net return of -6.81% net of fees, trailing the benchmark's 13.03% gain. Relative performance was aided by positive stock selection in communication services, information technology, and financials, but dampened by stock selection within healthcare, consumer staples, and industrials, as well as sector allocations across consumer discretionary and tech. The investment team operates with a private equity approach to public markets, prioritizing high-quality global compounders exhibiting durable competitive moats, sustainable free cash flow generation, and structural secular tailwinds. Central narrative themes driving the portfolio include enterprise software mission-criticality, expanding monetization of global digital ecosystems, the scaling of proprietary artificial intelligence infrastructure and compute architectures, and the electrification of global transportation. Portfolio activity was disciplined with zero new purchases initiated during the period. The manager actively capitalized on temporary market dislocations to add to existing core holdings in LVMH and Netflix on share price weakness, while completely divesting positions in Budweiser APAC and Yum China due to broken investment theses. Top performance contributors included Meta Platforms, Shopify, and Microsoft, while Tesla, Arm Holdings, and Boeing detracted.
Invest with a private equity approach in high-quality businesses possessing sustainable competitive advantages and secular profitable growth when trading at a significant discount to intrinsic value.
The team remains committed to investing in high-quality businesses with sustainable competitive advantages when trading at a significant discount to intrinsic value, noting the overall portfolio discount was approximately 48.0% at quarter end.
High Conviction Bullish
Market Conviction
Growth Outlook
Risk Appetite
Capital Deployment
Forward Guidance
Language Signal
Perceived Risk
Opportunity Density
Time Horizon
Top Conviction Themes
Key Catalysts
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