The Loomis Sayles Growth Equity Strategies Team takes a patient, long-term approach to investing. The team offers three managed account solutions that can be customized to help your clients achieve their distinct equity investment goals.
Aziz V. Hamzaogullari, CFA – Founder, Chief Investment Officer, Portfolio Manager
In 2006, Aziz Hamzaogullari founded the singular philosophy and investment process that underpins every Loomis Sayles Growth Equity Strategies product.
A Managed Account is a more customized investment than a mutual fund. It is model-based and the investment manager will have the ability to customize per client request.
The Large Cap Growth Managed Account strategy seeks to produce long-term, excess returns vs. the Russell 1000® Growth Index on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
Aziz Hamzaogullari is the founder of the Growth Equity Strategies Team and chief investment officer at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles Large Cap Growth, All Cap Growth, Global Growth and International Growth long-only strategies as well as the Long/Short Growth Equity strategy. Offerings include the Loomis Sayles Growth, Global Growth and International Growth mutual funds and products outside the US. Aziz is also a member of the firm’s Board of Directors. He joined Loomis Sayles in 2010 from Evergreen Investments where he was a senior portfolio manager and managing director. Aziz joined Evergreen in 2001, was promoted to director of research in 2003 and portfolio manager in 2006. He was head of Evergreen’s Berkeley Street Growth Equity team and was the founder of the research and investment process. Prior to Evergreen, Aziz was a senior equity analyst and portfolio manager at Manning & Napier Advisors. He has 31 years of investment industry experience. Aziz is a member of the Board of Trustees at Dana Hall School in Wellesley, Massachusetts. He earned a BS from Bilkent University, Türkiye, and an MBA from George Washington University. Aziz is also a CFA® charter holder and a member of the CFA Society of Boston.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
The Global Growth Managed Account strategy seeks to produce long-term, excess returns vs. the MSCI ACWI on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
Aziz Hamzaogullari is the founder of the Growth Equity Strategies Team and chief investment officer at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles Large Cap Growth, All Cap Growth, Global Growth and International Growth long-only strategies as well as the Long/Short Growth Equity strategy. Offerings include the Loomis Sayles Growth, Global Growth and International Growth mutual funds and products outside the US. Aziz is also a member of the firm’s Board of Directors. He joined Loomis Sayles in 2010 from Evergreen Investments where he was a senior portfolio manager and managing director. Aziz joined Evergreen in 2001, was promoted to director of research in 2003 and portfolio manager in 2006. He was head of Evergreen’s Berkeley Street Growth Equity team and was the founder of the research and investment process. Prior to Evergreen, Aziz was a senior equity analyst and portfolio manager at Manning & Napier Advisors. He has 31 years of investment industry experience. Aziz is a member of the Board of Trustees at Dana Hall School in Wellesley, Massachusetts. He earned a BS from Bilkent University, Türkiye, and an MBA from George Washington University. Aziz is also a CFA® charter holder and a member of the CFA Society of Boston.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
The International Growth Managed Account strategy seeks to produce long-term, excess returns vs. the MSCI ACWI ex-US on a risk-adjusted basis over a full market cycle (at least 5 years) through bottom-up stock selection.
Aziz Hamzaogullari is the founder of the Growth Equity Strategies Team and chief investment officer at Loomis, Sayles & Company. He is the portfolio manager of the Loomis Sayles Large Cap Growth, All Cap Growth, Global Growth and International Growth long-only strategies as well as the Long/Short Growth Equity strategy. Offerings include the Loomis Sayles Growth, Global Growth and International Growth mutual funds and products outside the US. Aziz is also a member of the firm’s Board of Directors. He joined Loomis Sayles in 2010 from Evergreen Investments where he was a senior portfolio manager and managing director. Aziz joined Evergreen in 2001, was promoted to director of research in 2003 and portfolio manager in 2006. He was head of Evergreen’s Berkeley Street Growth Equity team and was the founder of the research and investment process. Prior to Evergreen, Aziz was a senior equity analyst and portfolio manager at Manning & Napier Advisors. He has 31 years of investment industry experience. Aziz is a member of the Board of Trustees at Dana Hall School in Wellesley, Massachusetts. He earned a BS from Bilkent University, Türkiye, and an MBA from George Washington University. Aziz is also a CFA® charter holder and a member of the CFA Society of Boston.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
Understanding how an investment philosophy informs an investment manager’s decision making process can provide meaningful insights into how and why the manager approaches environmental, social and governance (“ESG”) criteria.
The search for alpha is the search for skill. The Growth Equity Strategies Team (“GES”) believes our alpha thesis, and our ability to consistently implement its tenets, constitutes a differentiated approach.
The qualities that make a business great are universal in nature. How does the Growth Equity Strategies team identify and capture value? Watch to learn more.
Connect with our Managed Account experts about how to bring our solutions to your clients. For direct assistance, you can contact us at sma@loomissayles.com
We proudly offer our managed account clients a spectrum of equity, fixed income & custom income strategies designed to meet client’s growing and distinct investment objectives.
Loomis Sayles policy regarding tax harvesting is to use the sponsor’s internal form to transact all tax harvesting requests.
Loomis Sayles policy regarding tax harvesting is to use the sponsor’s internal form to transact all tax harvesting requests.
This marketing communication is provided for informational purposes only and should not be construed as investment advice. Investment decisions should consider the individual circumstances of the particular investor. Any opinions or forecasts contained herein, reflect the subjective judgments and assumptions of the authors only, and do not necessarily reflect the views of Loomis, Sayles & Company, L.P. Investment recommendations may be inconsistent with these opinions. There is no assurance that developments will transpire as forecasted and actual results will be different. Information, including that obtained from outside sources, is believed to be correct, but we cannot guarantee its accuracy. This information is subject to change at any time without notice.
This material is not intended to provide tax, legal, insurance, or investment advice. Please seek appropriate professional expertise for your needs
Key Risks: Equity Risk, Market Risk, Non-US Securities Risk, Liquidity Risk.
Any investment that has the possibility for profits also has the possibility of losses, including the loss of principal.
Diversification does not ensure a profit or guarantee against a loss.
There is no guarantee that the investment objective will be realized or that the strategy will generate positive or excess return.
Past performance is no guarantee of future results.