Sustainable Growth Advisers, LP

Sustainable Growth Advisers, LP (SGA) is an institutional equity manager specializing in large-cap growth strategies.

Founded in 2003 and headquartered in Stamford, Connecticut, SGA manages approximately $22.9 billion in assets as of June 30, 2025. The firm employs a team-based approach, focusing on investing in quality companies that can compound shareholder wealth over time.

SGA's investment philosophy emphasizes long-term ownership of industry-leading firms, seeking to provide compounding returns for clients through disciplined analytical and research-based selection. The firm's portfolio typically consists of 25-30 companies with high conviction in their underlying business fundamentals, offering predictable, sustainable earnings and strong cash flow growth.

SGA is a signatory to the United Nations Principles for Responsible Investment, reflecting its commitment to responsible investing practices. The firm was acquired by Virtus Investment Partners on July 2, 2018, and continues to operate as an independent entity within the Virtus family.

Investment requirements include a minimum investment size of $5 million for institutional clients, with a typical portfolio holding period of 3 to 5 years. The firm focuses on U.S., global, international, and emerging market equities, primarily targeting large-cap companies with sustainable competitive advantages and resilient business models.

SGA's portfolio companies span various industries, including technology, healthcare, consumer goods, financial services, energy, and more. The firm's investment strategy aims to deliver attractive absolute and relative returns over time by aligning client objectives with differentiated global businesses that offer predictable, sustainable growth and the ability to generate meaningful wealth.

For more information, visit SGA's official website at www.sgadvisers.com or contact them at firm@sgadvisers.com or (203) 348-4742.

Please note that investment strategies and requirements may evolve over time. It's advisable to consult directly with SGA or visit their official website for the most current information.