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Managed risk equity investing may show a long-term improvement in
risk-adjusted return due to outperformance, lower standard deviation, and reduced drawdowns.
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Institutional Asset Management
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“SGI’s Equity Investing Approach”
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Institutional Strategies
SINCE INCEPTION RETURNS as June 30, 2024
STRATEGY
INDEX
OBJECTIVE
GROSS
NET
INDEX
INC. DATE
FACT SHEET
COMMENTARY
MSCI ACWI
The Global Equity Strategy seeks to outperform the MSCI ACWI Index over a market cycle, while reducing overall volatility.
10.01%
9.50%
8.27%
March 01, 2012
S&P 500
The U.S. Large Cap Equity Strategy seeks to outperform the S&P 500 Index over a market cycle, while reducing overall volatility.
12.83%
11.92%
10.84%
February 01, 2011
Russell 2000
The U.S. Small Cap Equity Strategy seeks to outperform the Russell 2000 Index over a market cycle, while reducing overall volatility.
7.51%
6.94%
7.02%
February 01, 2014
Russell 2000
The U.S. Small Cap Core Equity Strategy seeks to outperform the Russell 2000 Index over a market cycle.
4.60%
3.32%
-0.82%
October 01, 1999
SINCE INCEPTION RETURNS as June 30, 2024
STRATEGY INFO
GROSS
NET
INDEX
INC. DATE
Benchmark:
MSCI ACWI
The Global Equity Strategy seeks to outperform the MSCI ACWI Index over a market cycle, while reducing overall volatility.
SINCE INCEPTION RETURNS as June 30, 2024
GROSS
NET
INDEX
INC. DATE
FACT SHEET
COMMENTARY
10.01%
9.50%
8.27%
March 01, 2012
10.01%
9.50%
8.27%
March 01, 2012
Benchmark:
S&P 500
The U.S. Large Cap Equity Strategy seeks to outperform the S&P 500 Index over a market cycle, while reducing overall volatility.
SINCE INCEPTION RETURNS as March 31, 2024
GROSS
NET
INDEX
INC. DATE
FACT SHEET
COMMENTARY
12.83%
11.92%
10.84%
February 01, 2011
12.83%
11.92%
10.84%
February 01, 2011
Benchmark:
Russell 2000
The U.S. Small Cap Equity Strategy seeks to outperform the Russell 2000 Index over a market cycle, while reducing overall volatility.
SINCE INCEPTION RETURNS as June 30, 2023
GROSS
NET
INDEX
INC. DATE
FACT SHEET
COMMENTARY
7.51%
6.94%
7.02%
February 01, 2014
7.51%
6.94%
7.02%
February 01, 2014
Benchmark:
Russell 2000
The U.S. Small Cap Core Equity Strategy seeks to outperform the Russell 2000 Index over a market cycle.
SINCE INCEPTION RETURNS as June 30, 2024
GROSS
NET
INDEX
INC. DATE
FACT SHEET
COMMENTARY
4.60%
3.32%
-0.82%
October 01, 1999
4.60%
3.32%
-0.82%
October 01, 1999
Compliance Statement
Performance numbers for the most recent period are preliminary and subject to change. Returns for periods of less than one year are not annualized. Past performance is not a reliable indicator of future performance and should not be relied upon to make investment decisions. Investing involves risks including the possible loss of principal and fluctuation in value. Performance includes the reinvestment of dividends and other earnings.
Performance figures are presented net of fees or both gross and net. In some instances, fees deducted are actual, in other instances, fees deducted are the highest charged in the composite/portfolio. Actual fees may vary depending on, among other things, the applicable fees schedule and portfolio size. SGI fees are available upon request and may also be found in Part 2A of its Form ADV.
Composite returns are calculated from account-level returns based on account membership in the composite during the daily holding period and applying a beginning asset-weighted methodology to each account. Performance includes the reinvestment of dividends and other earning. Investing involves risks including the possible loss of principal and fluctuation in value. The volatility of the indices may be materially different from the individual performance attained by a specific investor. In addition, SGI’s holdings may differ significantly from the securities that comprise the indices. The indices have not been selected to represent an appropriate benchmark to compare an investor’s performance, but rather are disclosed to allow for comparison of the investor’s performance to that of certain well-known and widely recognized indices. You cannot invest directly in an index.
For a GIPS-compliant composite presentation of certain strategies, see Fact Sheets above.