Loomis Sayles US Equity Leaders - Bronze

FUND RESEARCH UPDATE: New Fund rating of Bronze

Ruli Viljoen 31 March, 2014 | 12:56PM
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Following the Morningstar OBSR Analyst Ratings Meeting on 13th March 2014, we have awarded the Loomis Sayles US Equity Leaders fund a Morningstar OBSR Analyst Rating™ of Bronze. The fund is managed by the US-based investment firm Loomis Sayles, a subsidiary of Natixis Global Asset Management.  The manager, Aziz Hamzaogullari, has more than 20 years of investment experience and is supported by a team of five analysts, three of whom have worked with the manager since 2006. Mr Hamzaogullari adopts a long-term, bottom-up approach to investing, which seeks to invest in high-quality businesses with sustainable competitive advantage and profitable growth that trades at a significant discount to their intrinsic value. We believe the fund is an attractive offering for investors seeking US large-cap growth equity exposure.

See the latest Morningstar OBSR fund rating news here.

The information contained within is for educational and informational purposes ONLY. It is not intended nor should it be considered an invitation or inducement to buy or sell a security or securities noted within nor should it be viewed as a communication intended to persuade or incite you to buy or sell security or securities noted within. Any commentary provided is the opinion of the author and should not be considered a personalised recommendation. The information contained within should not be a person's sole basis for making an investment decision. Please contact your financial professional before making an investment decision.

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Natixis Loomis Sayles US Eq Ldrs N/A £578.58 GBP0.37Rating

About Author

Ruli Viljoen

Ruli Viljoen  is Head of Manager Selection, Morningstar UK

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