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Nationwide Launches New All Cap Growth Fund to be Subadvised by Loomis, Sayles & Company

June 01, 2017

Columbus, OH - Nationwide added a new option to its menu of funds today with the launch of its Nationwide Loomis All Cap Growth Fund. The Fund offers the opportunity to invest with a manager that has the flexibility to pursue prime opportunities regardless of market capitalization. 

The new fund will be subadvised by Boston-based Loomis, Sayles & Company, founded in 1926 and which currently oversees $250 billion in assets, and be managed by Aziz Hamzaogullari, head of the growth equities strategy team at Loomis Sayles. 

“We look forward to working with Aziz and his team at Loomis Sayles, a company that is well respected and has a long and impressive history of creating returns for shareholders,” said Chris Graham, Chief Investment Officer of Nationwide Funds. “Aziz’s high-conviction all cap domestic growth approach to investing in companies which exhibit sustainable secular growth has consistently generated alpha for institutional investors. By partnering with Nationwide, this approach will now be made available to retail investors as well.” 

The Nationwide Loomis All Cap Growth Fund (Class A: NWZLX; Class R6: NWZMX; Institutional Service Class: NWZNX) maintains an objective to seek long-term growth and may invest across sectors, industries and market capitalization. The portfolio management team seeks high-quality companies trading at a significant discount to intrinsic value that exhibit sustainable competitive advantages, long-term structural growth drivers, attractive cash flow returns on invested capital and management teams focused on creating long-term value for shareholders. 

The Fund’s portfolio structure is different in that it has the flexibility to add names of any market capitalization in an attempt to exploit optimal opportunities in growth. 

“We’re pleased to partner with Nationwide on this new fund and provide investors with another option to maintain a diversified portfolio and assist in their efforts to take a consistent, long-term approach to investing,” said Hamzaogullari. 

This is the second fund launched by Nationwide this year. In January the Nationwide International Small Cap Fund commenced operations, which offers investors the opportunity to diversify their international equity exposure with the objective of providing long-term capital growth. 

As a strategic partner to advisors, Nationwide provides a full family of subadvised mutual funds designed to help meet the unique investment goals and risk tolerances of investors. Nationwide currently manages 115 funds with approximately $62 billion in assets, excluding fund of funds. 

Investors interested in learning more about Nationwide’s mutual funds should contact their financial professional or click here. Financial professionals interested in learning more should call the Nationwide Funds Group sales desk at 877-877-5083, option 3, or visit the website.

About Loomis Sayles 

Since 1926, Loomis, Sayles & Company, L.P. has served the investment needs of institutional and mutual fund clients. As performance-driven investors seeking exceptional opportunities, Loomis Sayles employs actively managed disciplines that combine fundamental research, systematic risk assessment and experienced portfolio management. This rich tradition has earned Loomis Sayles the trust and respect of clients worldwide, for whom it manages over $250 billion in assets as of March 31, 2017. For more information, please visit www.LoomisSayles.com.

About Nationwide 

Nationwide, a Fortune 100 company based in Columbus, Ohio, is one of the largest and strongest diversified insurance and financial services organizations in the U.S. and is rated A+ by both A.M. Best and Standard & Poor’s. The company provides a full range of insurance and financial services, including auto, commercial, homeowners, farm and life insurance; public and private sector retirement plans, annuities and mutual funds; banking and mortgages; excess & surplus, specialty and surety; pet, motorcycle and boat insurance. For more information, visit www.nationwide.com.



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