SIT INVESTMENT Overview
Sit Investment Associates Inc is an investment advisor that manages 6.6 BN dollars in regulatory AUM and has 73 employees, of which 36 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 4BN in positions, representing 56% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/23. The fund's latest filing disclosed 4BN in positions, representing 56% of the manager's regulatory AUM.
SIT INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
SIT INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| CLM | 3.68% | ETF | 2.8% | 0.03% | 9 | 3% | ||
| AAPL | 2.92% | Tech | 6.53% | -0.08% | 0 | 45% | ||
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FEATURED IN
SIT INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Roger J. Sit | President, Ceo & Global Cio, Director, Trustee | February-2008 |
| Michael Brilley | Senior Vice President | April-1984 |
| Frederick R. Adler | Director | July-1981 |
| Paul E. Rasmussen | Vice President, Chief Compliance Officer | December-1998 |
| Ralph L. Strangis | Director, Trustee | August-2005 |
| Gail V. Sit | Shareholder | June-2008 |
| Debra A. Sit | Vice President, Director, Trustee | December-2009 |
| Ronald D. Sit | Vice President, Trustee | December-2009 |
| Robert W. Sit | Vice President | December-2010 |
SIT INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
| Auditor | Pro |
| Auditor | Pro |
| Auditor | Pro |
| Custodian | Pro |
| Custodian | Pro |
| Custodian | Pro |
SIT INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss Item 8
Analysis
We manage our clients’ assets on a team basis. See the response to Item 1 for information regarding the
Investment Committee.
Investment management decisions are made by the Investment Committee, with Roger J. Sit as the Chief Investment Officer having final decision making responsibilities. The Investment Committee’s investment decisions are implemented using model portfolios with targeted security weightings. The stock selections for specific client accounts are based on the model portfolios and adjusted for each client’s unique investment restrictions as set forth in the investment management agreement with each client. The objective of this process is to produce only small variations in client portfolios that have similar investment objectives.
The Investment Committee uses a fundamentally based investment process. The research team is comprised of global indu...
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Analysis
We manage our clients’ assets on a team basis. See the response to Item 1 for information regarding the
Investment Committee.
Investment management decisions are made by the Investment Committee, with Roger J. Sit as the Chief Investment Officer having final decision making responsibilities. The Investment Committee’s investment decisions are implemented using model portfolios with targeted security weightings. The stock selections for specific client accounts are based on the model portfolios and adjusted for each client’s unique investment restrictions as set forth in the investment management agreement with each client. The objective of this process is to produce only small variations in client portfolios that have similar investment objectives.
The Investment Committee uses a fundamentally based investment process. The research team is comprised of global indu...
Get the Full Report
SIT INVESTMENT Portfolio Concentration
SIT INVESTMENT Location
3300 IDS CENTER
80 SOUTH EIGHTH STREET
MINNEAPOLIS, Minnesota
UNITED STATES, 55402
80 SOUTH EIGHTH STREET
MINNEAPOLIS, Minnesota
UNITED STATES, 55402
SIT INVESTMENT Contact Information
Phone Number: 612-332-3223
Fax Number: 612-344-1210
Website: http://www.sitinvest.com
Fax Number: 612-344-1210
Website: http://www.sitinvest.com
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