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Retail Separate Accounts  Equity International Equity

SGA International Growth SMA

Resources

Portfolio Overview

Investment Objective

  • To generate long-term capital appreciation by investing in companies worldwide 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

Gordon Marchand

Gordon M. Marchand, CPA, CIC, CFA

Co-Founding Principal

Industry start date: 1984
Start date as fund Portfolio Manager:

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Tucker Brown

Tucker Brown

Portfolio Manager and Analyst

Industry start date: 1995
Start date as fund Portfolio Manager:

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Alexandra Lee

Alexandra Lee, M.D.

Portfolio Manager and Analyst

Industry start date: 2000
Start date as fund Portfolio Manager:

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Marketing Materials

SGA International Growth SMA Fact Sheet
SGA International Growth SMA Commentary
SGA International Growth SMA Presentation
SGA: A Natural Emphasis on ESG
SGA Market Review & Outlook

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 or medium-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.

Geographic Concentration: A portfolio that focuses its investments in a particular geographic location will be sensitive to financial, economic, political, and other events negatively affecting that location.

Market Volatility: Local, regional, or global events such as war, acts of terrorism, the speed of infectious illness or other public health issues, recessions, or other events could have a significant impact on the portfolio and its investments, including hampering the ability of the portfolio manager(s) to invest the portfolio's assets as intended.