Natixis.com

Fr

Press Room

LOOMIS SAYLES ANNOUNCES NEW US AND GLOBAL GROWTH EQUITY UCITS FUNDS

web_publication.show.description

Asset & Wealth Management

Asset Management

Paris, France, September 21, 2016

Loomis Sayles Investments Limited announces the launch of the Loomis Sayles US Growth Equity Fund and the Loomis Sayles Global Growth Equity Fund, both Luxembourg-based UCITS funds that extend global distribution. The active equity strategies, initially launched in June 2016, are managed by seasoned growth manager Aziz Hamzaogullari and his dedicated research analyst team who apply the same philosophy and process to both, using proprietary bottom-up research structured around quality, growth and valuation.

Loomis Sayles US Growth Equity Fund is managed as a large-cap growth strategy that is already available in institutional accounts, as a US-registered mutual fund, a France-based FCP fund, and a UK-based OEIC fund. The Large Cap Growth strategy incepted on July 1, 2006^[1]. Hamzaogullari has been managing the US-registered fund since June 1, 2010, the France-based Natixis Actions US Growth Fund since January 1, 2011, and the UK-based Loomis Sayles US Equity Leaders Fund since its launch on April 4, 2013.

“Adding a Luxembourg-based UCITS fund for the team’s Large Cap Growth strategy helps us meet the needs of global key accounts,” said Kevin Charleston, chief executive officer. “The Fund is rapidly gaining traction in the market place has garnered more than $100 million in less than three months.”^[2]

Loomis Sayles Global Growth Equity Fund is managed as a global growth strategy that is already available as an institutional commingled account and as a US-registered mutual fund. The Global Growth strategy was incepted on January 1, 2016. The US-registered fund launched March 31, 2016.

“We have been pleased with the broad acceptance of the team’s Large Cap and All Cap Growth strategies by global clients,” emphasized Charleston. “The launch of the Global Growth Equity strategy is a natural extension of the team’s capabilities given their established global focus in research.”

Philosophy and process: Hamzaogullari and his team take a long-term, private equity approach to investing. Through fundamental research, the team looks to invest in those few high-quality businesses that they believe have sustainable competitive advantages and profitable growth when they trade at a significant discount to intrinsic value.

“We always approach the value chain analysis for our businesses from a global perspective. Regardless of where a company is domiciled, the ultimate determinants of intrinsic value are key business tenets, such as competitive positioning, quality of business models, management and growth drivers. Through the disciplined and thorough implementation of our bottom-up fundamental analysis, we seek to understand the drivers, opportunities and limits of each business,” said Hamzaogullari.

Because the team approaches investing as if buying into a private business, a long investment horizon is central to their philosophy. The team’s seven-step research framework is the cornerstone of their decision-making process and drives the selection of those few companies that they believe demonstrate all of the following attributes:

• High quality

• Secular and profitable growth

• Discount to intrinsic valuation

The team’s investment philosophy and process represent their fundamental beliefs regarding the most effective way to generate alpha.

The Loomis Sayles Growth team includes six dedicated analysts, all of whom have been personally trained and mentored by Hamzaogullari. Together they oversee $29 billion in equity assets (as of 8/31/16).

Footnotes

^{^}[1] The Manager for the Large Cap Growth strategy joined Loomis Sayles May 19, 2010, and strategy performance prior to that date was achieved at his prior firm.
^{^}[2] Source: Natixis Global Asset Management as of 26.08.2016

About Loomis Sayles

Since 1926, Loomis, Sayles & Company, L.P. has served the investment needs of institutional and mutual fund clients. As performance-driven investors seeking exceptional opportunities, Loomis Sayles employs actively managed disciplines that combine fundamental research, systematic risk assessment and experienced portfolio management. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages $240 billion in assets as of June 30, 2016.

About Natixis Global Asset Management

Natixis Global Asset Management serves thoughtful investment professionals worldwide with more insightful ways to invest. Through our Durable Portfolio Construction® approach, we focus on risk to help them construct more strategic portfolios that seek to endure today’s unpredictable markets. We draw from deep investor and industry insights and partner closely with our clients to put objective data behind the discussion.

Natixis Global Asset Management is ranked among the world’s largest asset management firms.¹ Uniting over 20 specialized investment managers globally ($874.5 billion AUM²), we bring a diverse range of solutions to every strategic opportunity. From insight to action, Natixis Global Asset Management helps our clients better serve their own with more durable portfolios.

Headquartered in Paris and Boston, Natixis Global Asset Management, S.A. is part of Natixis. Listed on the Paris Stock Exchange, Natixis is a subsidiary of BPCE, the second-largest banking group in France. Natixis Global Asset Management, S.A.’s affiliated investment management firms and distribution and service groups include Active Investment Advisors;³ AEW Capital Management; AEW Europe; AlphaSimplex Group; Axeltis; Darius Capital Partners; DNCA Investments;⁴ Dorval Finance;⁵ Emerise;⁶ Gateway Investment Advisers; H2O Asset Management;⁵ Harris Associates; IDFC Asset Management Company; Loomis, Sayles & Company; Managed Portfolio Advisors;³ McDonnell Investment Management; Mirova;⁵ Natixis Asset Management; Ossiam; Seeyond;⁷ Vaughan Nelson Investment Management; Vega Investment Managers; and Natixis Global Asset Management Private Equity, which includes Seventure Partners, Naxicap Partners, Alliance Entreprendre, Euro Private Equity, Caspian Private Equity and Eagle Asia Partners. Visit ngam.natixis.com for more information.

Natixis Global Asset Management also includes business development units located across the globe, including NGAM S.A., a Luxembourg management company authorized and regulated by the CSSF, as well as branch offices of NGAM Distribution in France.

1 Cerulli Quantitative Update: Global Markets 2016 ranked Natixis Global Asset Management, S.A. as the 16th largest asset manager in the world based on assets under management ($870.3 billion) as of December 31, 2015.

2 Net asset value as of June 30, 2016. Assets under management (AUM) may include assets for which non-regulatory AUM services are provided. Non-regulatory AUM includes assets which do not fall within the SEC’s definition of ‘regulatory AUM’ in Form ADV, Part 1.

3 A division of NGAM Advisors, L.P.

4 A brand of DNCA Finance.

5 A subsidiary of Natixis Asset Management.

6 A brand of Natixis Asset Management and Natixis Asset Management Asia Limited, based in Singapore and Paris.

7 A brand of Natixis Asset Management.

Attachment

September 21, 2016

LOOMIS SAYLES ANNOUNCES NEW US AND GLOBAL GROWTH...

To secure its communication, contents are certified on the blockchain using Wiztrust

Our contents are certified with the blockchain technology.

You can check the authenticity of a press release on the website wiztrust.com

About Natixis

Natixis is a French multinational financial services firm specialized in asset & wealth management, corporate & investment banking, insurance and payments. A subsidiary of Groupe BPCE, the second-largest banking group in France through its two retail banking networks, Banque Populaire and Caisse d’Epargne, Natixis counts over 16,000 employees across 36 countries. Its clients include corporations, financial institutions, sovereign and supranational organizations, as well as the customers of Groupe BPCE’s networks. Natixis has a solid financial base with a CET1 capital under Basel 3⁽¹⁾ of €12.4 billion, a Basel 3 CET1 Ratio⁽¹⁾ of 11.5% and quality long-term ratings (Standard & Poor’s: A / Moody’s: A1 / Fitch Ratings: A+).

⁽¹⁾ Based on CRR-CRD4 rules as reported on June 26, 2013, including the Danish compromise - without phase-in.

Figures as at 30 June 2021