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Loomis Sayles Small-Cap Growth Details Q4 Lag as Stop-Losses Cut Cyber Bets

Stop-loss discipline after earnings shocks shaped the portfolio’s path into 2026.

Overview

  • Media recaps published Wednesday said the Loomis Sayles Small Cap Growth Fund returned 0.51% in Q4 2025, trailing the Russell 2000 Growth’s 1.22%.
  • Commvault, which tripped the fund’s stop loss after its Q2 report showed weak term‑license sales as customers prepared to move to the cloud, was a top detractor.
  • Varonis missed its targets and said it would end its on‑premises product that made up about 15% of revenue, which drove sharp swings and an exit under the fund’s rules.
  • Establishment Labs led contributors as U.S. sales rose, and the fund cited a projected 20% share in breast aesthetics.
  • The letter said small‑cap earnings picked up in 2025, called the rebound low quality, and struck a positive tone for 2026 on the economy and profits.