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Investment Management

At SGI Investment, our mission is to excel in safeguarding and growing our clients' capital over extended periods. We concentrate on scalable investment strategies, leveraging our distinctive philosophy, approach, and expertise to achieve differentiated outcomes. With a successful track record, we specialize in managing equity and fixed income investments, setting us apart in the industry.

Our investment approach is guided by a core set of principles that are consistently applied across our entire investment portfolio. These time-tested principles have fostered enduring client relationships and established us as distinctive within our industry.

Our investment principles include:

  • Emphasizing capital preservation
  • Employing a value-based approach
  • Conducting bottom-up fundamental research
  • Adopting a long-term perspective
  • Exercising discipline and patience

Discover how we integrate environmental, social, and governance (ESG) considerations into our bottom-up investment approach.

Public Equity img Public Equity

Our public equities strategies aim to deliver attractive long-term investment returns over full market cycles while preserving capital.

SGI Fixed Income Fund Fixed Income

We provide taxable, tax-exempt, and inflation-indexed strategies that employ our distinct investment philosophy and valuation process to create long-term, peer-leading returns.

NOT FDIC INSURED   NO BANK GUARANTEE   MAY LOSE VALUE