Clear and timely communications are crucial in the fast-paced investment world. SGA is pleased to share the latest portfolio commentaries, important news, and updates about our portfolios, our firm, and the markets.
A conversation on the evolving regulatory situation in China and how we at SGA are approaching it featuring Co-Founder, Analyst, and Portfolio Manager, Rob Rohn, and Research Analyst, James Li.
The SGA Q2 2021 Global Growth portfolio review with Portfolio Manager HK Gupta and Client Portfolio Manager Steve Skatrud is available.
We are pleased to announce that Anne LeMaster-Merrick and Anna Brown have joined SGA.
We are pleased to announce that SGA has been selected for a large new Emerging Market Growth Equity mandate by Mediolanum International Funds. Mediolanum International Funds is a management company approved by the Central Bank of Ireland to manage UCITS & Non-UCITS Funds, and partners with international firms to develop tailored in house solutions. The new mandate funded in Q1 of 2021, and we are excited to work with Mediolanum to meet their clients’ Emerging Markets objectives.
We are pleased to announce that SGA has been named a winner of the Citywire US Offshore Award for the best fund managers in the Global Equity category. The award highlights the best fund managers on the basis of their risk-adjusted performance over the past three years.
We are pleased to announce that we have undergone a Statement of Standards for Attestation (SSAE) No. 18 Organization Controls (“SOC”) 1SM exam and received a clear opinion resulting in a report stating that SGA maintained effective controls over all aspects of its investment systems.
We are pleased to announce that Joshua Slutsky has joined SGA as an Associate Portfolio Analyst.
We are pleased to announce that SGA’s Flagship U.S. Large Cap Growth portfolio recently completed 20 years under SGA’s management.
We hired MSCI and ISS to assist in our efforts to conduct objective and effective research relative to ESG and our proxy voting decisions.
We are pleased to announce that Carolyn Patton, CFA, an industry veteran of 28 years, has joined SGA as a Director of Business Development.
The U.S Focused portfolio returned -10.8% (gross) in Q1 and -11.0% (net) versus -9.0% for the Russell 1000 Growth Index.
The portfolio returned -9.4% (gross) and -9.6% (net) compared to -5.4% for the All Country World Index (ACWI) and -9.7% for the All Country World Growth Index (ACWI Growth) in Q1.
SGA’s Emerging Markets Growth portfolio returned -3.7% (gross) and -3.9% (net) in Q1, compared to -7.0% and -10.3% for the MSCI EM Index and the MSCI EM Growth Index, respectively.
SGA’s International Growth portfolio returned -9.3% (gross) and -9.5% (net) in Q1 versus -5.4% for the MSCI ACWI ex USA Index and -10.8% for the MSCI ACWI Growth ex USA Index.
The U.S. Large Cap Growth portfolio returned -11.7% (gross) in Q1 and -11.8% (net) versus -9.0% for the Russell 1000 Growth Index.
To view all previous commentaries, click below.
In a world awash in liquidity, the seemingly endless upward march of the “everything rally” raises the question: does free cash flow matter anymore? My personal journey and answer to that question.
A conversation on the evolving regulatory situation in China and how we at SGA are approaching it featuring Analyst and Portfolio Manager, Rob Rohn, and Research Analyst James Li.
A review of Q2 2021 for the Global Growth portfolio with HK Gupta and Steve Skatrud.
Investor optimism amid a strong recovery in corporate earnings continues to fuel the equity rally.
We believe Environmental, Social and Governance (ESG) factors have a meaningful impact on a company’s ability to generate long-term sustainable growth.
The first in a new series of SGA Analyst Insights focusing on a single topic, providing timely, succinct, bottom-up investment insights. Our inaugural video discusses Healthcare.
SGA was formed in 2003 by three portfolio managers from vastly different backgrounds who shared a common vision for the investment firm they wanted to build and the legacy they wanted to create for generations of employees and clients to come.
When Sustainable Growth Advisers was formed in 2003, ESG investing was in its infancy; our objective then and now has been to generate the best risk-adjusted long-term portfolio returns for clients
Equity investors, from Warren Buffett to high frequency traders, vary in their emphasis on the “voting machine vs. weighing machine” aspects of the pricing mechanism of the market. Our purpose in writing this paper is to explore this dynamic along with a few related questions that we sense are on the minds of institutional clients.
We are now entering a new investment era, a post-quantitative easing (“QE”) period of subdued nominal growth and returns. The forces defining this period have come into focus now that the dust of the financial crisis has settled and the dramatic policy responses, most notably QE, have run their course.