Letter to Clients
March 30th, 2020
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Letter to Clients
March 23rd, 2020
"The key to making money in stocks is NOT getting scared of them. "
- Peter Lynch
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Letter to Clients
March 16th, 2020
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Capturing on the Upside and Protecting on the Downside with a Unique Process
February 2020
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A Managed Risk Approach to Equity Investing
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SGI Equity Strategies
U.S. Large Cap Equity
U.S. Small Cap Equity
Global Equity
SGI Principles
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SGI Quarterly Market Commentary
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An Experienced Investment Team
Portfolio Managers who have decades of combined experience in global markets
A Strong Long-Term Track Record
SGI equity portfolios have delivered superior risk adjusted returns over market cycles
A Disciplined Investment Approach
Blending the best of quantitative, fundamental, ESG and managed risk investing
An Experienced Investment Team
Portfolio Managers who have decades of combined experience in global markets
A Strong Long-Term Track Record
SGI equity portfolios have delivered superior risk adjusted returns over market cycles
A Disciplined Investment Approach
Blending the best of quantitative, fundamental, ESG and managed risk investing
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