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Loomis Sayles Fund
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Loomis Sayles Global Growth Fund noted in its Q2 2026 investor letter that Amazon (AMZN) shares are trading at a significant discount to their intrinsic value.
The fund emphasized in the letter that Amazon possesses strong and sustainable competitive advantages in its two core businesses, e-commerce and AWS, which are difficult for competitors to replicate.
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Loomis Sayles Global Growth Fund noted in its Q2 2026 investor letter that Amazon (AMZN) shares are trading at a significant discount to their intrinsic value.
The fund emphasized in the letter that Amazon possesses strong and sustainable competitive advantages in its two core businesses, e-commerce and AWS, which are difficult for competitors to replicate.
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Loomis Sayles Fund
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