New U.S. equity fund joins other mandates under partnership with respected North American investment firm
IA Clarington Investments has launched the IA Clarington Loomis U.S. All Cap Growth Fund, its latest addition to a suite of offerings sub-advised by Boston-based Loomis, Sayles & Company, L.P.
Reflecting a strategy that has been helping investors achieve their goals for more than 15 years, the IA Clarington Loomis U.S. All Cap Growth Fund is an active core U.S. equity mandate that uses bottom-up stock selection to seek consistent strong long-term performance on a risk-adjusted basis over a full market cycle.
“We are long-term patient investors,” said Aziz V. Hamzaogullari, founder, chief investment officer, and Portfolio Manager of the Loomis Sayles Growth Equity Strategies team, who manages the U.S. all-cap growth fund. “We strategically allocate capital to select high-quality businesses with sustainable growth, only when they trade at a significant discount to our estimate of intrinsic value.”
Through a high-conviction portfolio of 35 to 45 stocks, it seeks to invest in high-quality businesses across all sectors spanning the market-cap spectrum. In particular, it selects holdings based on their sustainable competitive advantages, difficult-to-replicate business models, and ability to capitalize on long-term secular and structural growth drivers.
“We are very excited to bring the insight and expertise of Mr. Hamzaogullari and the Growth Equity Strategies team to Canadian retail investors, expanding our highly valued partnership with one of North America's oldest and most respected investment management firms,” said Kos Lazaridis, senior vice-president, Products & Solutions, iA Wealth.