Loomis Sayles Initiates Nike Position as Shares Slide 16% Year-Over-Year
Loomis Sayles Global Growth Fund added Nike as a new position in Q4 2025 based on its quality-growth-valuation thesis. Nike shares closed at $61.10 on February 12 with a one-month drop of 5.1% and are down 16.4% over the past year on a $90.5 billion market cap.
1. Fund’s Investment Strategy and Nike Addition
Loomis Sayles Global Growth Fund delivered a -3.05% Q4 2025 return versus a 3.29% MSCI ACWI Index gain, focusing on high-quality companies with lasting competitive advantages. During the quarter, the fund initiated new positions in Ferrari and Nike, citing patient-investor readiness to capitalize on price dislocations when quality-growth-valuation criteria align.
2. Nike Share Performance and Valuation Metrics
On February 12, Nike shares closed at $61.10, marking a 5.09% decline over the past month and a 16.35% drop year-over-year. The company’s market capitalization stands at $90.45 billion, and a record 89 hedge fund portfolios held Nike at the end of Q3 2025, up from 81 in the prior quarter.