A review of Q2 2021 for the Global Growth portfolio with HK Gupta and Steve Skatrud.
 |
Mr. Hrishikesh (HK) Gupta Principal, Analyst / Portfolio Manager Global Growth Portfolio Joined SGA in 2014 Industry experience since 2003 M.S., University of California, M.B.A., NYU |
 |
Mr. Steve Skatrud, CFA Client Portfolio Manager Joined SGA in 2014 Industry experience since 1984 B.A., Beloit College, M.B.A., Washington University |
Additional Disclosures
The opinions expressed herein reflect the opinions of Sustainable Growth Advisers, LP. The performance results are presented gross and net of management fees and include the reinvestment of all income. The Net Returns are calculated based upon the highest published fees. The net performance has been reduced by the amount of the highest published fee that may be charged to SGA clients, 0.85%, employing the Global Growth equity strategy. Actual fees charged to clients may vary. The largest contributors and detractors are determined using a ranking of the absolute contribution to portfolio return by each security held over the period under consideration. The securities referenced herein are not a solicitation or recommendation to buy, sell or hold securities. Upon request, SGA can provide a list of all portfolio holdings held in SGA’s Global Growth portfolio for the past year. SGA’s earnings growth forecast data is based upon portfolio companies’ non-GAAP operating earnings. Past performance is no guarantee for future results.
Past performance is no guarantee for future results.