About Us / One Process

One Process

Our investment process is disciplined, well defined, and repeatable. We focus on a longer-term time horizon to take advantage of short-term market inefficiencies and volatility, investing with conviction in the most attractive long-term growth opportunities our investment team identifies. SGA portfolios invest in a highly select group of predictable, sustainable growth businesses that are on our Qualified Company List (QCL) of ≈110 companies, which have been thoroughly vetted by our investment team and deemed worthy of client capital. Our goal is to translate more predictable and sustainable earnings growth purchased at attractive cash flow-based valuations into superior long-term client returns.