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Home / Retail Separate Accounts / SGA U.S. Large Cap Growth SMA
Retail Separate Accounts  Domestic Equity

SGA U.S. Large Cap Growth SMA

Resources

Portfolio Overview

Investment Philosophy

  • To generate long-term capital appreciation by investing in U.S. large-cap growth companies
  • To identify industry-leading businesses positioned for attractive long-term revenue and earnings

Investment Objective

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

Kishore Rao 150 x 150

Kishore Rao

Portfolio Manager and Analyst

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

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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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Rohn, Rober

Robert L. Rohn

Co-Founding Principal

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

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Marketing Materials

SGA U.S. Large Cap Growth SMA Fact Sheet
SGA U.S. Large Cap Growth SMA Commentary
SGA U.S. Large Cap Growth SMA Presentation
Spotlight On: SGA U.S. Large Cap Growth SMA
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.

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.

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.