Loomis Sayles Small Cap Value Fund’s Q1 2025 Investor Letter

Loomis Sayles, an investment management company, released its “Small Cap Value Fund” first quarter 2025 investor letter. The first quarter of 2025 saw negative returns for US equity markets, with large-cap indices outperforming small caps. Value stocks were stronger than growth stocks, driven by strong performance in financials and real estate, while growth sectors struggled. In the first quarter, the fund returned 0.16%, outperforming the Russell 2000 Value Index’s -1.06% return. In addition, please check the fund’s top five holdings to know its best picks in 2025.

A copy of Loomis Sayles Small Cap Value Fund’s Q1 2025 investor letter can be downloaded here.