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.
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.
We build a mosaic of each company to ensure we fully understand its potential for return - and for hidden, idiosyncratic risks.
01 RISK Gain deep knowledge of every company we own and how all our portfolio companies work together.
02 RETURN Understand the potential for gain from each company.
03 OPTIMIZE Build the lowest risk portfolio with the best return potential.
04 IDIOSYNCRASIES Evaluate company from all angles to uncover potential issues.
Managed risk equity investing may show a long-term improvement in
risk-adjusted return due to outperformance, lower standard deviation, and reduced drawdowns.
Institutional Asset Management
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.