Loomis Sayles
Loomis Sayles International Growth Fund
International Mega-cap Growth
Dec 2024 → Sep 2025
Our archive holds 5 letters from this strategy, behind 17 investment theses and positions in 8 companies. Every quote below is copied verbatim from the letter it came from.
5 letters in 2 years — follow all of Loomis Sayles for every strategy.
Its investment theses
- MercadoLibreSep 2025MercadoLibre 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.
- Novo NordiskSep 2025Novo 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.
- ShopifySep 2025Shopify 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.
- WisetechSep 2025Wisetech 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.
- MercadoLibreJun 2025MercadoLibre 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.
- Wisetech GlobalJun 2025Wisetech 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.
- Yum ChinaJun 2025The company is poised for long-term growth in China, driven by affordable dining options for the emerging middle class, increasing margins, and expansion of new meal concepts.
- MercadoLibreMar 2025MercadoLibre is well-positioned for long-term growth with a strong financial model, ongoing investments to enhance its ecosystem, and currently offers significant upside potential compared to its intrinsic value.
- Novo NordiskMar 2025Novo Nordisk is poised for long-term success in the rapidly growing GLP-1 market, maintaining its leadership through innovation and strong demand despite near-term pressures.
- RocheMar 2025Roche is undervalued due to its strong pipeline and operational execution, offering a compelling investment opportunity despite near-term concerns in the oncology sector.