Loomis, Sayles & Company, a long-established investment manager overseeing nearly $418 billion in assets globally, has announced the 20-year milestones of its Loomis Sayles Large Cap Growth and Loomis Sayles All Cap Growth strategies. This significant anniversary highlights the enduring performance of its Growth Equity Strategies (GES) team, which operates under the leadership of founder, Chief Investment Officer, and portfolio manager, Aziz V. Hamzaogullari, CFA.
The GES team, known for its distinctive approach to growth equity investing, has seen substantial expansion and success over the past two decades. Since Hamzaogullari took the helm in 2010, the assets under management specifically within the GES framework have witnessed a dramatic increase, growing from $1.9 billion to an impressive $98.2 billion as of 31st May 2026. This growth underscores the effectiveness of their investment philosophy and its appeal to a broad range of investors.
Central to the GES team's strategy is a proprietary seven-step research framework, dubbed QGV7+. This framework underpins what the team describes as a long-term, 'private equity approach' to public market investing. The core principle involves meticulously identifying a select number of high-quality businesses that possess sustainable competitive advantages and demonstrate profitable growth, but only when these businesses are trading below the GES team's estimate of their intrinsic value.
This singular investment philosophy has not only driven the success of its initial US-focused Large Cap Growth and All Cap Growth strategies but has also facilitated the expansion of the GES platform. The team now offers a broader suite of strategies, including Global Growth and International Growth long-only options, as well as a Long/Short Growth Equity hedge fund strategy. These offerings are accessible to investors in various forms, including mutual funds and managed accounts, and through UCITS vehicles for those outside the US, catering to a diverse global client base.
Kevin Charleston, Chief Executive Officer of Loomis Sayles, praised Hamzaogullari and his team, stating their commitment to delivering superior risk-adjusted returns has been exemplary. He highlighted their distinctive investment philosophy and disciplined approach as key drivers of consistent strong performance. Hamzaogullari, in turn, expressed gratitude to investors for their trust, reaffirming the team's dedication to their core principles of long-term investing and differentiated insights.