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Loomis Sayles Fund Beats Market in Q3 2025
25 Nov
Summary
- Global Growth Fund returned 7.59% in Q3 2025.
- Oracle Corporation's stock saw a one-month dip.
- Loomis Sayles favors companies with sustainable advantages.
Loomis Sayles' Global Growth Fund reported a 7.59% return for the third quarter of 2025. This performance narrowly trailed the benchmark MSCI ACWI Index Net, which posted a 7.62% gain. The investment firm prioritizes high-quality companies exhibiting sustainable competitive advantages and profitable growth, particularly when these are available at a significant discount to their intrinsic value.
Among its top holdings, the fund highlighted Oracle Corporation, a significant player in enterprise IT solutions. Despite a recent one-month stock decline, Loomis Sayles sees strong potential in Oracle. The company boasts a robust market position in database, infrastructure, and cloud software, complemented by a dedicated sales force and a founder-led management team.
Loomis Sayles emphasizes Oracle's competitive strengths, including a large client base with high switching costs, ensuring mid-90% renewal rates. The firm anticipates Oracle will benefit from increased data storage demands, enterprise application software growth, and the ongoing migration to cloud-based solutions.
