Do You Believe in the Long-Term Growth Potential of Haemonetics Corporation (HAE)?

Core Insights - Loomis Sayles Small Cap Value Fund reported a return of 6.21% in Q3 2025, underperforming the Russell 2000 Value Index which returned 12.60% [1] - The strong performance of US equities in Q3 was attributed to easing tariff concerns, a pro-growth budget from Congress, and expectations of further rate cuts by the Federal Reserve [1] Company Performance - Haemonetics Corporation (NYSE:HAE) had a one-month return of -0.92% and a 52-week gain of 3.36%, with its stock closing at $80.01 and a market capitalization of $3.855 billion on December 24, 2025 [2] - The company reported a revenue of $327 million in Q2 of fiscal 2026, reflecting a 5% decline compared to previous periods [4] Investment Strategy - The fund's performance was impacted by a market shift towards "risk-on" and "low-quality" stocks, which led to a style mismatch with the fund's high-quality investment approach [3] - Haemonetics Corporation, along with Alight, Inc. and Kyndryl Holdings Incorporated, was noted as a significant detractor from the fund's performance [3]