SGA Global Growth SMA

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SGA Global Growth SMA

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Portfolio Overview

Investment Objective

  • To generate long-term capital appreciation by investing in companies in developed and emerging markets across market capitalizations
  • To identify industry-leading businesses positioned for attractive long-term revenue and earnings growth, with sustainable competitive advantages and visionary management teams

Investment Philosophy

We strive to generate excellent absolute and relative returns over time by using a fundamental, bottom-up process to identify businesses that we believe offer predictable, sustainable growth and have the ability to generate meaningful wealth.

Investment Partner

Sustainable Growth Advisers, LP

Founded in 2003, Sustainable Growth Advisers is a growth equity manager focused on high-conviction U.S., global, emerging markets, and international large-cap portfolios.


Learn more about Sustainable Growth Advisers, LP

Investment Professionals

Hrishikesh (HK) Gupta 150 x150

Hrishikesh (HK) Gupta

Portfolio Manager and Analyst

Industry start date: 2009
Start date as fund Portfolio Manager: 2011

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Kishore Rao 150 x 150

Kishore Rao

Portfolio Manager and Analyst

Industry start date: 1997
Start date as fund Portfolio Manager: 2011

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Rohn, Rober

Robert L. Rohn

Co-Founding Principal

Industry start date: 1983
Start date as fund Portfolio Manager: 2011

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Additional Resources

SGA Global Growth SMA Overview

Risk Considerations

Equity Securities: The market price of equity securities may be adversely affected by financial market, industry, or issuer-specific events. Focus on a particular style or on small, medium, or large-sized companies may enhance that risk.
Foreign & Emerging Markets: Investing in foreign securities, especially in emerging markets, subjects the portfolio to additional risks such as increased volatility, currency fluctuations, less liquidity, and political, regulatory, economic, and market risk.
Market Volatility: The value of the securities in the portfolio may go up or down in response to the prospects of individual companies and/or general economic conditions. Local, regional, or global events such as war or military conflict, terrorism, pandemic, or recession could impact the portfolio, including hampering the ability of the portfolio's manager(s) to invest its assets as intended.
Limited Number of Investments: Because the portfolio has a limited number of securities, it may be more susceptible to factors adversely affecting its securities than a portfolio with a greater number of securities.
Industry/Sector Concentration: A portfolio that focuses its investments in a particular industry or sector will be more sensitive to conditions that affect that industry or sector than a non-concentrated portfolio.
Technology Concentration: Because the portfolio is presently heavily weighted in the technology sector, it will be impacted by that sector's performance more than a portfolio with broader sector diversification.
Currency Rate: Fluctuations in the exchange rates between the U.S. dollar and foreign currencies may negatively affect the value of the portfolio's shares.
Depositary Receipts: Investments in foreign companies through depositary receipts may expose the portfolio to the same risks as direct investments in securities of foreign issuers.