SGA WHITE PAPERS

• Growth Bonds at the Wrong Price - SGA - July 2010
• Bottom Up Opportunities from Top Down Changes
• Winning in the Turn SGA January 2010
• Porcupine Leapfrog and Long-Term Technology Investing August 2009
• Growth, Quality and Valuation - No Compromises Necessary SGA March 2009
• One Thing is Certain - Uncertainty SGA September 2008
• A Better Measure of Financial Health in an Uncertain World SGA January 2008
• Risk and Complacency - A Dangerous Combination SGA June 2007
• Have Your Beta and Alpha Too SGA March 2007
• Time Horizon - A Competitive Advantage SGA June 2006
• The "Growth Bond" Opportunity SGA March 2006