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, medium, or large-sized companies may enhance that 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, 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.
ESG: The portfolio's consideration of ESG factors could cause the portfolio to perform differently from other portfolios. While the subadviser believes that the integration of ESG factors into the portfolio's investment process has the potential to contribute to performance, ESG factors may not be considered for every investment decision and there is no guarantee that the integration of ESG factors will result in better performance.