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 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 57% of the manager's regulatory AUM.

SIT INVESTMENT StockAlpha

-1.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SIT INVESTMENT Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MSFT 2.07% Tech 7.26% 0.13% 0 36%
VZ 1.68% Telecom -0.03% -0.05% 0 28%
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FEATURED IN
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Wall Street Journal Logo
Pensions & Investments logo
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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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SIT INVESTMENT Portfolio Concentration

SIT INVESTMENT Location

3300 IDS CENTER
80 SOUTH EIGHTH STREET
MINNEAPOLIS, Minnesota
UNITED STATES, 55402

SIT INVESTMENT Contact Information

Phone Number: 612-332-3223
Fax Number: 612-344-1210
Website:

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