The Firm

Deep international experience across quantitative and fundamental asset management

Strategic Global Advisors, LLC (SGA) is a Newport Beach, California-based women and employee-owned institutional asset management firm founded in 2005. Our focus on global equity investing employs a methodology that seamlessly integrates both quantitative and fundamental company analysis into one disciplined investment program. We believe that a bottom-up, quantitative investment process can deliver consistent outperformance by identifying mispriced companies within each industry through the analysis of a diverse set of fundamental factors while our fundamental overlay allows the experienced hand of our portfolio management team to identify issues unlikely to be captured by hard data.

SGA’s investment process is differentiated from our peers by proprietary research that is:

  • Globally applied across all strategies
  • Original and supported in academic research
  • Employed using proprietary tools customized around the SGA investment process
  • Core in approach leading to consistency across varied market environments

SGA IS A WOMAN AND EMPLOYEE-OWNED COMPANY HEADQUARTERED IN NEWPORT BEACH, CA.