INSTITUTIONS | ENDOWMENTS | FOUNDATIONS

Achieving Your Investment
Mandate

Experience | Transparency | Independent Thinking

Worldwide Investment Opportunities

DIFFERENTIATED STRATEGIES SUITED FOR INSTITUTIONAL INVESTORS.

Bold, new investment ideas rarely come to market. Instead, many are shared among our closest associates, both at home and abroad.

We believe accessing ideas and sourcing opportunities from personal networks lead to greater investment success.

COMPLETE INVESTING SOLUTIONS — OR A SLEEVE IN AN OVERALL PLAN.

SGI is pleased to offer institutional investors a “one-stop” solution, or to participate as a specific sleeve in a broader mandate. We manage strategies that cover a wide range of capitalization preferences.

Vehicles

  • Private equity and debt
  • Real estate
  • Impact investing
  • Venture income
  • Low-volatility equity
  • Structured equity
  • Fixed income
and more

Strategies

Why SGI?

Committed to helping your institution succeed over the long term.
  • An investment team with tremendously deep experience.
  • Disciplined investment process proven over more than a decade.
  • SGI’s proprietary Managed Risk ApproachTM.
  • Critical focus on managing both downside risk and upside potential.
  • Access to portfolio managers.
  • Dedicated team of client service professionals.

Be the first to get our content.

NATIONALLY RECOGNIZED FOR OUR MANAGED RISK APPROACH

Managed risk equity investing may show a long-term improvement in
risk-adjusted return due to outperformance, lower standard deviation, and reduced drawdowns.

PSN Zephyr

  • Top Guns Award | Bull & Bear Masters | 1Q2020
  • Top Guns Award | 3Q2022

Institutional Asset Management

  • ESG Strategy of the Year | 2019
  • Active US Large Cap Strategy of the Year | 2019
Download our Presentation

“SGI’s Equity Investing Approach”

FIRST NAME
LAST NAME
EMAIL
FIRM
I'm an
Equity Investing

Institutional Strategies

SINCE INCEPTION RETURNS as December 31, 2023
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.
9.82%
9.33%
8.16%
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.
12.42%
11.49%
10.87%
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.
5.09%
3.81%
-1.56%
October 01, 1999
SINCE INCEPTION RETURNS as December 31, 2023
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 December 31, 2023
GROSS
NET
INDEX
INC. DATE
FACT SHEET
COMMENTARY
9.82%
9.33%
8.16%
March 01, 2012
FACT SHEET
MARKET COMMENTARY
9.82%
9.33%
8.16%
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 December 31, 2023
GROSS
NET
INDEX
INC. DATE
FACT SHEET
COMMENTARY
12.42%
11.49%
10.87%
February 01, 2011
FACT SHEET
MARKET COMMENTARY
12.42%
11.49%
10.87%
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
FACT SHEET
MARKET COMMENTARY
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 December 31, 2023
GROSS
NET
INDEX
INC. DATE
FACT SHEET
COMMENTARY
5.09%
3.81%
-1.56%
October 01, 1999
FACT SHEET
MARKET COMMENTARY
5.09%
3.81%
-1.56%
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.