Strategic Partner Managed Accounts

The strategy seeks upside participation, downside protection and strong long-term outperformance with less risk.

The Sawgrass Diversified Large Growth Strategy seeks to provide long-term outperformance with less risk.

Sawgrass focuses on extracting value from enduring inefficiencies caused by investor behavior, utilizing an approach that focuses on attractive valuations, low price volatility, consistent/stable growth, and the long-term compounding advantages provided by downside protection. 

Sawgrass’ conservative, repeatable investment process utilizes both quantitative and qualitative inputs to select a portfolio of 40-60 best ideas from the initial universe of approximately 1,000 securities.

Quantitative ranking is sector-specific and based on 24 factors including, but not limited to, low business and equity valuations, low price volatility, high profitability as well as stability of earnings, sales and margins.

Rigorous fundamental research seeks to determine the sustainability of the company’s growth by analyzing corporate financial statements, exploring management’s story, and dissecting Wall Street analyst views and estimates, among other analysis.

Sawgrass is very deliberate in the risk it takes with the final portfolio typically comprised of 40-60 stocks, +/- 10% benchmark sector weights, +/- 5% benchmark industry exposure with maximum positions of 5% or benchmark +2%.

Many factors influence sell decisions including, but not limited to a deterioration in the quantitative ranking, significant change to the fundamental factors, realignment of portfolio risk profile and/or a “better opportunity” is discovered.