Loomis Sayles Sakorum Long Short Growth Equity

Investment Objective

The fund invests primarily by taking long and short exposure to equity securities of companies around the world, without any geographic, sector, or market capitalization constraints. It targets exposure to long positions of 100% and short positions of 50%, resulting in an anticipated net exposure of 50%. The fund is actively managed with a long-term, low-turnover, bottom-up fundamental investment approach, focusing on a limited number of securities. Its strategy aims to identify a select group of high-quality businesses with sustainable competitive advantages and profitable growth, trading at significant discounts to their intrinsic value for long positions.