SGA U.S. Large Cap Growth SMA
SGA U.S. Large Cap Growth SMA
Resources
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

Hrishikesh (HK) Gupta
Portfolio Manager and Analyst
Industry start date: 2009

Kishore Rao
Portfolio Manager and Analyst
Industry start date: 1997

Robert L. Rohn
Co-Founding Principal
Industry start date: 1983
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: 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. Price changes may be short- or long-term. Local, regional or global events such as war or military conflict (e.g., Russia’s invasion of Ukraine), acts of terrorism, the spread of infectious illness (e.g., COVID-19 pandemic) or other public health issue, recessions, or other events could have a significant impact on the portfolio and its investments, including hampering the ability of the portfolio's manager(s) to invest the portfolio's assets as intended.