SGA U.S. Large Cap Growth SMA
- 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
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.
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
Portfolio Manager and Analyst
Industry start date: 1997
Kishore Rao is a portfolio manager and analyst at Sustainable Growth Advisers (SGA), an investment management affiliate of Virtus Investment Partners. In addition, he is a principal and member of the firm’s investment committee.
Prior to joining SGA in 2004, Mr. Rao was a member of the investment team at the venture capital firm Trident Capital, where he managed a portfolio of software, technology, and business service companies from 2001 to 2004. In 1998, he founded and served as general manager of the StreetEvents.com division of CCBN before it was sold to Thomson Reuters.
From 1996 to 1997, Mr. Rao was an equity analyst covering health care, software, and information services at Tiger Management. Prior to that, he was an equity analyst at Wellington Management with primary research responsibilities for the semiconductor equipment industry.
Mr. Rao earned a B.S. in industrial management from Carnegie Mellon University and an M.B.A. from Harvard Business School. He began working in the investment industry in 1997.
Gordon M. Marchand, CPA, CIC, CFA
Industry start date: 1984
Gordon Marchand is a co-founding principal, portfolio manager, and analyst at Sustainable Growth Advisers (SGA), an investment management affiliate of Virtus Investment Partners. In addition, he is a member of the firm’s investment committee, advisory board, and executive committee.
Prior to co-founding SGA in 2003, Mr. Marchand was an executive officer and a member of the investment policy committee and board of directors at Yeager, Wood & Marshall, Inc. since 1984. He also served as the firm’s chief operating officer and chief financial officer.
Mr. Marchand was instrumental in the launch of the John Hancock U.S. Global Leaders Growth Fund in 1995, and has continuously served on its portfolio management team. As a research analyst, he is a generalist having covered companies across multiple industries and global geographies, including financial services, healthcare, retail, consumer products, oil services, and technology.
Mr. Marchand began his career as a management consultant with Price Waterhouse. He is a Chartered Financial Analyst® (CFA®) charterholder, Chartered Investment Counselor (CIC), and Certified Public Accountant (CPA). He is past chairman, president, and member of the governing board of the Investment Adviser Association (IAA), which represents the interests of the investment management community.
Mr. Marchand holds a B.S. from Georgetown University, an M.B.A. from the University of Massachusetts, and has completed graduate study in international business at Oxford University. He began working in the investment industry in 1982.
Robert L. Rohn
Industry start date: 1983
Rob Rohn is a co-founding principal, portfolio manager, and analyst at Sustainable Growth Advisers (SGA), an investment management affiliate of Virtus Investment Partners. In addition, he is a member of the firm’s investment committee, advisory board, and executive committee.
Prior to co-founding SGA in 2003, Mr. Rohn was a principal and portfolio manager at W.P Stewart & Co, Ltd., where he managed high-quality growth stock portfolios. During his 13-year tenure at W.P. Stewart, he followed the global retail, consumer product, healthcare, and technology industries, managed $1 billion of assets, helped launch an international portfolio, served as chief executive officer of the firm’s core U.S. investment business, and was chairman of its management committee.
From 1988 through 1991, Mr. Rohn was a vice president with Yeager, Wood & Marshall, Inc., where he was a member of the investment policy committee with responsibilities in equity analysis and portfolio management. He began his career in 1983 at JP Morgan in credit research and corporate finance.
Mr. Rohn earned a B.A., cum laude, from Dartmouth College and an M.B.A from Harvard Business School. He has served on several non-profit boards. He began working in the investment industry in 1983.
|Spotlight On: SGA U.S. Large Cap Growth SMA|
|SGA: A Natural Emphasis on ESG|
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.