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

In the second in a special series of reporting season podcasts, Simon Conn, IML Senior Portfolio Manager in the small-mid cap team chats to Jason Guthrie about his main takeaways from Reporting Season so far, including an update on the small-mid cap sector, as well as the results from four key stocks

• Amotiv (ASX:AOV), formerly GUD
• Ansell (ASX: ANN)
• Ampol (ASX: ALD)
• Hansen Technologies (ASX: HSN)

Recorded on 21 August

In a special series of reporting season podcasts, IML’s portfolio managers give an update on the main themes they are seeing and performance of key stocks. In this podcast IML portfolio managers Hugh Giddy and Daniel Moore discuss:

• The health of the consumer
• The performance of banks and commodity prices
• Real Estate Investment Trusts (REITs) and the strength of office versus retail
• Key stocks including:
  • Brambles
  • Telstra
  • The Lottery Corporation
  • Aurizon

Podcast was recorded on 21 August.