STRATEGIC GLOBAL Overview
Strategic Global Advisors Llc is an investment advisor that manages 1.1 BN dollars in regulatory AUM and has 9 employees, of which 6 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 683MM in positions, representing 60% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 09/30/21. The fund's latest filing disclosed 683MM in positions, representing 60% of the manager's regulatory AUM.
STRATEGIC GLOBAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
STRATEGIC GLOBAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 4.38% | Tech | 19.44% | 0.32% | 0 | 45% | ||
| GOOGL | 4.21% | Tech | 11.22% | 0.02% | 0 | 38% | ||
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FEATURED IN
STRATEGIC GLOBAL Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Cynthia A. Tusan | Member & Chief Executive Officer | December-2005 |
| Gary T. Baierl | Member & Chief Investment Officer | March-2006 |
| Mark E. Wimer | Member & Senior Portfolio Manager | January-2008 |
| John M. Whittaker | Chief Operating Officer/Chief Compliance Officer | October-2013 |
STRATEGIC GLOBAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
STRATEGIC GLOBAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis and Investment Strategies
SGA seeks to generate total return in each account, primarily through investing in equity securities of publicly traded international and domestic companies, developed, emerging and frontier, across a broad spectrum of capitalizations that meet SGA’s investment criteria. We employ stock selection that begins with a systematic process to identify companies we believe have a potential for high risk-adjusted returns. SGA believes that by analyzing market data in a timely and disciplined manner we can identify mispricing in the market and generate returns in excess of general market returns. SGA’s process seeks to rank companies against their global peers across a variety of predictive factors in order to identify the most attractive investment opportunities. Using a risk model and optimization tool, SGA narrows the universe of available securities for our analyst...
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Methods of Analysis and Investment Strategies
SGA seeks to generate total return in each account, primarily through investing in equity securities of publicly traded international and domestic companies, developed, emerging and frontier, across a broad spectrum of capitalizations that meet SGA’s investment criteria. We employ stock selection that begins with a systematic process to identify companies we believe have a potential for high risk-adjusted returns. SGA believes that by analyzing market data in a timely and disciplined manner we can identify mispricing in the market and generate returns in excess of general market returns. SGA’s process seeks to rank companies against their global peers across a variety of predictive factors in order to identify the most attractive investment opportunities. Using a risk model and optimization tool, SGA narrows the universe of available securities for our analyst...
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STRATEGIC GLOBAL Portfolio Concentration
STRATEGIC GLOBAL Location
100 BAYVIEW CIRCLE
SUITE 650
NEWPORT BEACH, California
UNITED STATES, 92660
SUITE 650
NEWPORT BEACH, California
UNITED STATES, 92660
STRATEGIC GLOBAL Contact Information
Phone Number: 949-706-2640
Fax Number: 949-706-2641
Website: http://www.sgadvisors.com
Fax Number: 949-706-2641
Website: http://www.sgadvisors.com
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