A contrarian manager sees potential upside in downside volatility

29/05/2025 25 min Episodio 33
A contrarian manager sees potential upside in downside volatility

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Episode Synopsis

Hollie Briggs and the Loomis Sayles Growth Equity Strategies Team are not overly concerned by the current market volatility. In fact, they see it as potentially an exciting opportunity to buy high-quality companies at discounted prices, which are then less risky than they were previously. The Team has been working together since 2006, successfully navigating the Global Financial Crisis and Covid pandemic, which both turned up many more buying opportunities than normal.

In this podcast interview Hollie talks to Louise Watson about:

How the Team views this period of volatility compared to times past
Why investors need to ‘look through’ the current volatility and focus on fundamentals to benefit from it
How some measures of diversification can give investors false comfort and the measure which Hollie prefers
Why they continue to back their portfolio holdings, including 6 of the Magnificent 7
Why they first bought Amazon in 2006 and continue to hold it today