Natixis Loomis Sayles US Growth Equity Investment Approach and Results

Natixis Loomis Sayles US Growth Equity is a highly selective investment approach that focuses on identifying high-growth companies with strong competitive advantages.

This approach emphasizes long-term investing, with a minimum investment horizon of 5 years, allowing the team to take a more patient and disciplined approach to equity investing.

The team seeks to invest in companies with strong growth potential, as evidenced by their ability to consistently deliver double-digit revenue growth over the past few years.

Their investment process involves a thorough analysis of each company's competitive position, management team, and financials, resulting in a highly concentrated portfolio of 20-30 holdings.

For more insights, see: What Is Growth Investing

At Natixis Loomis Sayles US Growth Equity, the team takes a thoughtful approach to investing with a long investment horizon. This allows them to capture and compound secular growth over time.

The GES team focuses on a concentrated portfolio of 30-40 holdings, which gives them the opportunity to develop a deep understanding of each investment through their proprietary research process. This focused approach enables them to make informed decisions and capitalize on stock mispricings.

Curious to learn more? Check out: Multi Manager Investment

A long investment horizon is crucial for capturing and compounding secular growth. This allows investors to ride out short-term market fluctuations and focus on long-term value creation.

The GES team takes a private equity approach to investing, which means they think of investing as buying into a private business. This mindset is essential for making informed investment decisions.

Having a long-term perspective gives the team the opportunity to capitalize on stock mispricings created by short-term market responses.

For another approach, see: Ra Capital Team

A focused investment approach can be incredibly effective. The GES team's portfolio of 30-40 holdings allows them to develop a deep understanding of each investment.

This focused approach is made possible by a proprietary seven-step research process. By concentrating on fewer companies, the GES team is able to make even fewer investment decisions.

As a result, the team believes they enjoy an analytical edge. This edge is a direct result of their focused strategy.

Related reading: HPS Investment Partners

The total returns for the Natixis Loomis Sayles US Growth Equity fund are impressive, with a 1-year return of 30.5773%. This means that if you invested $100 in the fund one year ago, you would now have $130.58.

Looking at the fund's performance over different time periods, we can see that it has consistently delivered strong returns. For example, over the past 3 years, the fund has returned 16.9267%, and over the past 5 years, it has returned 16.2899%.

Here's a breakdown of the fund's returns over different time periods:

The fund's standard deviation, Sharpe ratio, and Sortino ratio are only available for periods of one year or more. For the 1-year period, these metrics are 13.259, 1.941, and 4.143, respectively.

Broaden your view: 1 Dime Us