Louise Watson talks to Aziz Hamzaogullari, Founder, Chief Investment Officer and Portfolio Manager of the Loomis Sayles Growth Equity Strategy Team, about his team’s private equity approach to investing and the investment philosophy they follow to generate long-term alpha. Louise and Aziz also discuss:
- The early days of Aziz’s investing career and why he decided to join Loomis Sayles
- The Team’s Alpha Thesis – the deeply held beliefs and disciplined process which guide what they do every day
- The Magnificent 7 and long-term prospects for AI
- The Team’s sell discipline and its approach to mistakes
- The importance of company management
- The potential implications of the US election
