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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Themes | Quick Take |
|---|---|---|---|---|---|---|---|
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"During the quarter ending June 30, 2025, the Loomis Sayles Global Growth Fund outperformed its benchmark, posting a 16.61% return driven by strong performance in key holdings like Netflix, MercadoLibre, and Oracle."
The Loomis Sayles Global Growth Fund, managed by Aziz Hamzaogullari, delivered a robust performance for the quarter ending June 30, 2025. The fund posted a positive return of 16.61% (Class Y), outperforming its benchmark, the MSCI ACWI Index Net, which returned 11.53%, representing an excess return of 5.08% for the quarter. YTD returns reached 12.71% against the benchmark's 10.05%. The primary drivers of this strong quarterly performance were Netflix, MercadoLibre, and Oracle, which served as the three largest contributors. Conversely, Trip.com, Yum China, and Vertex Pharmaceuticals were the largest detractors, though the portfolio manager remains highly confident in their long-term fundamentals and intrinsic value discounts. During the period, there were no new purchases made; however, the fund added to its existing position in LVMH due to near-term price weakness that presented an attractive risk-reward profile. The fund continues to operate with a low-turnover, long-term private equity approach, focusing on high-quality compounders with sustainable competitive advantages. At quarter-end, the fund was overweight in communication services, consumer discretionary, and healthcare, while remaining underweight in financials, information technology, consumer staples, and industrials, with an estimated overall portfolio discount to intrinsic value of approximately 45.1%.
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Algorithmic conviction, macroeconomic posture, and risk appetite signals extracted from this quarterly letter with qualitative explanations.
Market Conviction
High-conviction positioning: During the quarter ending June 30, 2025, the Loomis Sayles Global Growth Fund outperformed its benchmark, posting a 16.61% return driven by strong performance in key holdings like ...
Growth Outlook
Market outlook remains high conviction: During the quarter ending June 30, 2025, the Loomis Sayles Global Growth Fund outperformed its benchmark, posting a 16.61% return driven by strong performance in key holdings like ...
Risk Appetite
Risk appetite posture is high conviction: During the quarter ending June 30, 2025, the Loomis Sayles Global Growth Fund outperformed its benchmark, posting a 16.61% return driven by strong performance in key holdings like ...
Capital Deployment
Manager actively deployed capital into high-conviction opportunities. During the quarter ending June 30, 2025, the Loomis Sayles Global Growth Fund outperformed its benchmark, posting a 16.61% return driven by strong performance in key holdings like ...
Forward Guidance
Forward guidance signal: During the quarter ending June 30, 2025, the Loomis Sayles Global Growth Fund outperformed its benchmark, posting a 16.61% return driven by strong performance in key holdings like ...
Language Signal
Tone analysis indicates high conviction language: During the quarter ending June 30, 2025, the Loomis Sayles Global Growth Fund outperformed its benchmark, posting a 16.61% return driven by strong performance in key holdings like ...
Perceived Risk
Perceived risk level is evaluated as moderate conviction. During the quarter ending June 30, 2025, the Loomis Sayles Global Growth Fund outperformed its benchmark, posting a 16.61% return driven by strong performance in key holdings like ...
Opportunity Density
Opportunity density index indicates high conviction actionable entry points. During the quarter ending June 30, 2025, the Loomis Sayles Global Growth Fund outperformed its benchmark, posting a 16.61% return driven by strong performance in key holdings like ...
Time Horizon
Investment time horizon reflects a high conviction orientation. During the quarter ending June 30, 2025, the Loomis Sayles Global Growth Fund outperformed its benchmark, posting a 16.61% return driven by strong performance in key holdings like ...
