SUSTAINABLE GROWTH Overview

Sustainable Growth Advisers Lp is an investment advisor that manages 5.9 BN dollars in regulatory AUM and has 20 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/04 to 09/30/16. The fund's latest filing disclosed 5BN in positions, representing 90% of the manager's regulatory AUM.

SUSTAINABLE GROWTH StockAlpha

-2.1%
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

SUSTAINABLE GROWTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
V 4.62% Tech -4.1% -0.27% 0 26%
AAPL 4.51% Tech 1.31% -0.03% 0 42%
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FEATURED IN
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SUSTAINABLE GROWTH Founders and Key Employees

Name Title In Position Since
Gordon M. Marchand Principal May-2003
George P. Fraise Principal May-2003
Robert L. Rohn Principal November-2003
Mary E. Greve Chief Compliance Officer December-2004
Alexandra S. Lee Research Principal January-2005
Kishore D. Rao Research Principal September-2005
Michael T. Brown Research Principal April-2006
Peter J. Seuffert Chief Operating Officer February-2014

SUSTAINABLE GROWTH Brokers, Custodians, Auditors and Administrators

Type Company

SUSTAINABLE GROWTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

SGA has only one strategy - large cap growth equity - and offers investment management services through fundamental security analysis of exchange-listed securities; securities traded over-the-counter and foreign issuers. SGA’s focus is on the successful implementation of our investment philosophy, to invest in predictable, sustainable, above-average growth companies. Our investment management team is committed to providing thorough research, prudent management and continual evaluation of our portfolio holdings.

The first step of our investment process is a fundamental bottom-up identification of a select group of businesses that offer predictable, sustainable, earnings and cash-flow growth over our 3-5 year time horizon. Our experience has shown that specific characteristics increase the probability that a company will sustain growth with low business risk over the long term. All of the comp...
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SUSTAINABLE GROWTH Portfolio Concentration

SUSTAINABLE GROWTH Location

301 TRESSER BOULEVARD
SUITE 1310
STAMFORD, Connecticut
UNITED STATES, 06901

SUSTAINABLE GROWTH Contact Information

Phone Number: 203-348-4742
Fax Number: 203-348-4732
Website:

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