Aziz Hamzaogullari, the new vice president and lead portfolio manager of large-cap strategies at Loomis Sayles & Co., is not a buy-and-hold sort of investment manager, even if his style is marked by words like “fundamental,” “analytical,” and “long-term.”

But despite all of the worries about a tenuous domestic economic recovery and destabilizing economies overseas, he doesn’t buy into the idea that this is the time to be a frequent trader, either. During his 17-year career, Hamzaogullari has honed a deliberate style for managing equity portfolios, pegging the worth of held companies not just by their market capitalizations, but whether they pass three important tests. Do they have long-term structural advantages? Do they achieve growth in their businesses from one quarter to, say, five years without depending heavily on seasonal bump-ups? Are they priced at a discount?

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