LongGOOGLJun 2026
Alphabet
Alphabet combines Google's dominant global search and advertising franchise with a rapidly growing cloud business and significant AI capabilities. The team believes AI investment…
Loomis Sayles Global Growth Fund
Highly selective global quality-growth investing using a long-term private equity approach and purchasing businesses at significant discounts to estimated intrinsic value.$119M AUM6 published ideas
Loomis Sayles Global Growth Fund uses a highly selective, long-term private equity approach to public equities. The team seeks businesses with sustainable competitive advantages, profitable structural growth and attractive cash-flow returns on invested capital when their shares trade at a significant discount to estimated intrinsic value.
Ideas from Loomis Sayles Global Growth Fund
LongAMZNJun 2026
Amazon.com
Amazon possesses strong competitive advantages in both e-commerce and cloud computing through scale, technology, logistics, network effects and brand. AWS remains the largest…
LongNFLXJun 2026
Netflix
Netflix has a global subscription video platform with more than 325 million paying subscribers and a large content library supported by substantial historical investment. Loomis…
LongTCOMJun 2026
Trip.com Group Limited
Trip.com is one of the world's largest travel platforms and the leading online travel company in China, with additional global exposure through Trip.com and Skyscanner. Loomis…
Long0700.HKJun 2026
Tencent Holdings Limited
Tencent operates one of China's largest internet ecosystems across social networking, gaming, advertising, payments, cloud and other digital services. Loomis Sayles sees the…
LongARMJun 2026
Arm Holdings Plc
Arm is the leading supplier of microprocessor intellectual property, earning licensing fees and long-lived royalty streams across mobile, cloud, automotive and IoT markets. Its…
Letters covered
- Global Growth Fund Mutual Fund CommentaryJune 30, 2026
Source PDFs are not republished here; only extracted ideas and quotes.