The Fund’s investment objective is long-term capital appreciation.
growth for the long term
Founded in 2003, Sustainable Growth Advisers (SGA) is an independent, employee-owned, institutional investment management firm specializing in large-cap growth equity investing. The firm uses a team-based approach to research, with the three co-portfolio managers supported by four research analysts.
Firm inception: 2003
George P. Fraise,
28 years experience
Gordon M. Marchand, CFA, CIC,
30 years experience
Robert L. Rohn,
31 years experience
the core of sustainability
SGA believes that cash flow is the ultimate arbiter of value. Using that fundamental principle, the Fund seeks to generate high returns with low risk by investing in businesses showing sustainable growth, a strategy that is particularly valuable in the more volatile world of global investing.
The firm's investment approach is based on three principles:
Selectivity in company identification, focusing on companies that offer strong, predictable and sustainable growth.
Diligence in first-hand team-based research, focusing on investing with a long-term horizon.
Discipline in valuation, focusing on cash flow metrics that best reflect economic reality.
Total Fund Assets
|Sustainable Growth Advisers, LP||