A tsunami of new technology, new processes and new ideas is driving a period of innovation that is reimagining every industry globally. But just how do you value this overarching dynamic? Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles tells us in this exclusive that the value of innovation has shifted, and continues to change.
Citing a real-world example, she describes how a formal reclassification of innovation led to a revision of forecasts for an investment that was subsequently exited by the fund. She tells us in this exclusive interview: “What has changed and what is still changing is the value of innovation has shifted. The definition of innovation has changed”. Watch below to hear Eileen’s full thesis.
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Loomis Sayles’ value driven global equity offering is being distributed by Investors Mutual here in Australia. If you would like to learn more about their capabilities hit the 'contact' button to get in touch or visit their website for more information.
This information is provided for general information purposes only and does not take into account the investment objectives, financial situation or needs of any person. Investors Mutual Limited (AFSL 229988) is the issuer and responsible entity of the Loomis Sayles Global Equity Fund (‘Fund’). Loomis, Sayles & Company L.P. is the investment manager.