A proven approach to generating and compounding wealth over an extended time horizon is to focus on high-quality companies with rock-solid business models, secular growth drivers, outstanding management teams and exceptionally strong competitive advantages. But the research-intensive work of identifying businesses that meet these stringent criteria is only half the battle. Key to capitalizing on the wealth-creation potential of this elite group of companies is buying them at a significant discount to intrinsic value, and that means having the experience and conviction to take a position when market volatility has most investors fleeing for the exits.  

This session showcases the time-tested approach of the Loomis Sayles Growth Equity Strategies team, featuring concrete examples of how the team capitalized on the irrational, panic-driven sell-off of 2022 to take new positions and add to existing holdings, leading to outsized alpha generation throughout 2023.