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 09/30/16. The fund's latest filing disclosed 268MM in positions, representing 23% of the manager's regulatory AUM.

STRATEGIC GLOBAL StockAlpha

+3.6%
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

STRATEGIC GLOBAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
EFA 9.18% ETF -4.09% -0.52% 0 13%
NTES 7.1% Tech -8.08% -0.42% 0 8%
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FEATURED IN
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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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STRATEGIC GLOBAL Portfolio Concentration

STRATEGIC GLOBAL Location

100 BAYVIEW CIRCLE
SUITE 650
NEWPORT BEACH, California
UNITED STATES, 92660

STRATEGIC GLOBAL Contact Information

Phone Number: 949-706-2640
Fax Number: 949-706-2641
Website:

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