Loomis Sayles
Loomis Sayles Global Growth Fund
Global Growth
Dec 2024 → Jun 2025
Our archive holds 3 letters from this strategy, behind 4 investment theses and positions in 10 companies. Every quote below is copied verbatim from the letter it came from.
3 letters in 2 years · follow all of Loomis Sayles for every strategy.
What it bought and sold
During the quarter, we added to out existing position in LVMH as near-term price weakness created an attractive reward-to-risk opportunity.
Also held
Its investment theses
- AmazonMar 2025Amazon is well-positioned for significant long-term growth in e-commerce and cloud services, presenting a compelling investment opportunity as it remains undervalued relative to its intrinsic worth.
- NovartisMar 2025Novartis is positioned for long-term growth due to robust sales, expanding operating margins, a strong management team, and a promising clinical pipeline, making its shares a compelling investment opportunity.
- AlphabetDec 2024Alphabet is positioned for long-term growth due to its dominant market share driven by consumer preference, robust competitive advantages, and a compelling investment opportunity despite regulatory challenges.
- MetaDec 2024Meta is a high-quality company positioned for strong growth through its competitive advantages in online advertising, with a significant market share potential and currently undervalued in the market.