Buy and hold for a decade: The stocks this fund manager won't let go of

In this exclusive interview, Livewire Markets' Anna Dadic sits down with Hollie Briggs from the Growth Equity Strategies team at Loomis Sayles. Celebrating the team's 20th anniversary, Briggs reveals how a strict bottom-up research framework allows them to tune out daily macroeconomic noise and consistently identify structural global winners. Discover their unique 8-to-10-year holding strategy, why they choose deep fundamental value-chain analysis over backward-looking stock screens, and how they leverage market volatility to buy high-quality growth businesses at a discount. Briggs breaks down the portfolio's highest-conviction holdings—including a 20-year analysis of Amazon's drawdowns —and details the bull cases for Oracle and Alphabet amidst the AI revolution. She also reveals why tech giant Apple doesn't make the cut, and why luxury icon Ferrari was their most recent portfolio addition. Read the article on Livewire here: https://bit.ly/44K2MA5 Timecodes: 0:00 - Introduction 0:13 - How to Ignore Daily Macroeconomic Noise 3:37 - The Ingredients for Long-Term Winners 5:11 - Navigating AI Disruption: The Case for Oracle 7:34 - Conflating the 'Mag Seven' & The Bull Case for Alphabet 11:42 - Why Apple Doesn't Make the Cut 13:11 - Sector Agnostic Investing & The Case for Deere 16:02 - Surviving Market Drawdowns: The Amazon Study 18:01 - Portfolio Additions: Why We Bought Ferrari 19:33 - The Scaling Discipline & Tracking Exit Mistakes 23:27 - Capitalising on Market Dislocation