Home / Leaderboard / Sustainable Growth Advisers, LP
Sustainable Growth Advisers, LP
Kishore Rao · Asset Manager · Growth
Sustainable Growth Advisers, LP (SGA) is an institutional investment management firm headquartered in Stamford, Connecticut, specializing in high-conviction growth equity strategies. Founded in 2003 by George Fraise, Gordon Marchand, and Robert Rohn, the firm became an affiliate of Virtus Investment Partners in 2018 while maintaining its investment autonomy. SGA focuses on managing U.S., global, international, and emerging markets portfolios for a global client base of institutions and mutual funds. The firm's approach is rooted in deep fundamental research and a team-oriented decision-making process, seeking businesses with predictable, sustainable, and above-average growth characteristics. With over $20 billion in assets under management, SGA is recognized for its disciplined adherence to a single investment philosophy centered on compounding wealth through high-quality growth companies.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +1.5% |
| YTD return | +0.0% |
| Sharpe ratio | -1.55 |
| Win rate | 40% |
| AUM | $9.2B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $9.2B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.sgadvisers.com |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 11.9% | +17.2% |
| MSFT | Microsoft Corporation | 8.2% | -1.6% |
| GOOGL | Alphabet Inc Class A | 7.9% | +27.0% |
| AMZN | Amazon.com Inc | 6.4% | +15.1% |
| AAPL | Apple Inc | 6.1% | +21.0% |
| V | Visa Inc. Class A | 5.9% | +6.5% |
| AVGO | Broadcom Inc | 5.0% | -15.7% |
| WM | Waste Management Inc | 4.9% | -4.5% |
| TSM | Taiwan Semiconductor Manufacturing | 4.5% | +33.0% |
| CRM | Salesforce.com Inc | 4.3% | +6.4% |
| YUM | Yum! Brands Inc | 4.2% | -9.3% |
| META | Meta Platforms Inc. | 4.1% | -6.1% |
| EQIX | Equinix Inc | 4.0% | -7.1% |
| AXP | American Express Company | 3.5% | -0.8% |
| NFLX | Netflix Inc | 3.5% | -8.2% |
| SNPS | Synopsys Inc | 3.5% | -20.9% |
| DHR | Danaher Corporation | 3.4% | +3.8% |
| SPGI | S&P Global Inc | 3.2% | -14.2% |
| GWW | WW Grainger Inc | 2.8% | -4.4% |
| ECL | Ecolab Inc | 2.8% | -2.5% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 7, 2026 | BUY | NFLX | 3.6% → 3.5% |
| Sep 7, 2026 | BUY | YUM | 4.1% → 4.2% |
| Sep 7, 2026 | BUY | EQIX | 3.9% → 4.0% |
| Sep 7, 2026 | SELL | SNPS | 3.9% → 3.5% |
| Sep 7, 2026 | SELL | SPGI | 3.2% → 3.2% |
Investment Style Analysis
Sustainable Growth Advisers, LP is widely recognized for employing a Growth strategy. As of Sep 18, 2026, the firm oversees approximately $9.2B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 7, Sustainable Growth Advisers, LP made a significant move by increasing exposure to NFLX. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
SGA’s investment philosophy is based on the belief that superior long-term returns can be achieved by investing in high-quality companies with predictable and sustainable earnings and cash flow growth. The firm utilizes a fundamental, bottom-up research process to identify businesses with strong pricing power, recurring revenues, and significant global opportunities. By building high-conviction portfolios of 25-35 companies from a strictly vetted Qualified Company List, SGA aims to generate attractive risk-adjusted returns over a 3-5 year investment horizon. Environmental, Social, and Governance (ESG) factors are fully integrated into their analysis, as they believe these elements are critical drivers of long-term business sustainability and financial performance.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Sustainable Growth Advisers, LP.
Similar Investment Style
Based on Growth.
- Jaunty Global Limited — Alvin Jiang · 3M +17.7%
- Summit Partners, L.P. — Peter Y. Chung · 3M +26.2%
- Oberweis Asset Management, Inc. — James W. Oberweis · 3M -22.3%
- Hartline Investment Corporation — Brian W. Hart · 3M +0.4%
Frequently asked questions
How is the simulated portfolio for Sustainable Growth Advisers, LP constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Sustainable Growth Advisers, LP's largest holding?
As of the latest filing, Sustainable Growth Advisers, LP's top position is NVIDIA Corporation (NVDA), representing 11.9% of the portfolio. This reflects a high-conviction bet by the institution.
What is Sustainable Growth Advisers, LP's historical performance and risk profile?
Our simulation indicates a total return of +1.5% with a win rate of 40%. Notably, the portfolio maintains a Sharpe Ratio of -1.55, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Sustainable Growth Advisers, LP primarily invest in?
Sustainable Growth Advisers, LP has a strong preference for the Semiconductors sector, which makes up 21.3% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Sustainable Growth Advisers, LP's portfolio concentrated or diversified?
Sustainable Growth Advisers, LP runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 28.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Sustainable Growth Advisers, LP performed in 2026?
Our AI-simulated model portfolio for Sustainable Growth Advisers, LP tracks a Year-to-Date (YTD) return of +0.0%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Kishore Rao manage Sustainable Growth Advisers, LP directly?
Yes, Kishore Rao serves as the key portfolio manager for Sustainable Growth Advisers, LP, overseeing the investment strategy and final capital allocation decisions.