Strategic Global Advisors
 
Investment Philosophy  ||  Investment Process

Integrating Systematic and Traditional Analysis

proprietary security screening
SGA's process was developed to provide a systematic approach to idea generation, along with comprehensive, in-depth coverage of the global equity universe.

SGA scores companies across multiple factors which are behaviorally and fundamentally based. These factors fit generally within one of four categories (Valuation, Quality, Growth, Sentiment) and provide information as to how companies compare to members of its global peer group.

risk management
SGA also applies both systematic and traditional approaches to risk management. While proprietary systems target and track risk exposures, portfolio management oversight and judgement are also applied at all stages of the process.
Strategic Global Advisors