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Loomis Sayles

Dec 2024 → Oct 2026 · Publishes quarterly · 11 funds

Our archive holds 23 letters from Loomis Sayles, behind 33 investment theses and positions in 47 companies. Every quote below is copied verbatim from the letter it came from.

Writes about

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23
Letters
47
Companies
7
Moves
33
Theses

9 strategies

Loomis Sayles publishes a letter per strategy. Each one has its own page with what it holds, what it bought and what it wrote.

Also filed under Loomis Sayles, Loomis Sayles Small Cap Fund.

What they bought and sold · 7 moves

Companies held · 47

Every company Loomis Sayles has disclosed a position in across our archive, with the letter that last mentioned it.

Theses · 33

  • MercadoLibre
    September 2025

    MercadoLibre is positioned for long-term growth despite near-term profit pressures from elevated investments aimed at enhancing its ecosystem and competitive advantage, presenting an attractive risk-reward opportunity.

    Read the full thesis
  • Novo Nordisk
    September 2025

    Novo is expected to sustain its leading position in the rapidly growing GLP-1 market through continued innovation and optimization of pricing and supply strategies, despite competitive pressures.

    Read the full thesis
  • Netflix
    September 2025

    Netflix is poised for significant growth as it capitalizes on the shift to streaming, increasing its share of global consumer spending and improving operating margins, making it a compelling investment opportunity.

    Read the full thesis
  • Shopify
    September 2025

    Shopify is poised for significant long-term growth driven by omnichannel commerce, strong competitive advantages, and increased operating leverage, leading to faster growth in profits and cash flow than revenues.

    Read the full thesis
  • Tesla
    September 2025

    Tesla is well-positioned for long-term growth due to increasing electric vehicle adoption, advances in autonomous driving technology, and strong profit potential from high-margin software offerings.

    Read the full thesis
  • Wisetech
    September 2025

    Wisetech is poised for significant growth in logistics software and services, leveraging its dominant market position and the industry's shift towards outsourcing, which will drive projected annual revenue growth of approximately 20% over the long term.

    Read the full thesis
  • MercadoLibre
    June 2025

    MercadoLibre is well-positioned for long-term growth despite recent elevated investments, as it continues to enhance its ecosystem and competitive edge, making its shares a compelling investment opportunity at a significant discount to intrinsic value.

    Read the full thesis
  • Wisetech Global
    June 2025

    Wisetech is poised for significant growth in the logistics software sector, benefiting from market share gains and a unique global platform, positioning it as a compelling investment opportunity.

    Read the full thesis
  • Concentrix
    June 2025

    Concentrix is a customer engagement solutions provider experiencing growth and share price appreciation despite AI competition, offering an attractive long-term investment opportunity.

    Read the full thesis
  • Netflix
    June 2025

    Netflix is positioned to capitalize on the shift to streaming, likely increasing its share of global consumer entertainment spending and generating sustainable growth in free cash flow, resulting in a significant reward-to-risk investment opportunity.

    Read the full thesis
  • Thermo Fisher Scientific
    June 2025

    Thermo Fisher Scientific (TMO) is well-positioned for long-term growth in the life sciences tools industry, with a strong focus on biopharma, anticipated high-single-digit revenue growth, and undervalued share price offering a compelling investment opportunity despite current market pessimism.

    Read the full thesis
  • Vertex Pharmaceuticals
    June 2025

    Vertex is a compelling long-term investment opportunity due to its strong competitive advantages in cystic fibrosis therapies, ongoing innovation, and significant growth potential in revenues and cash flow.

    Read the full thesis

Letter archive · 23

2026

2025

2024

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