Quantitative Strategies Grounded in Sound Fundamental Research
Founded in 2005, Strategic Global Advisors, LLC (SGA) is an independent employee, and women majority owned and controlled company, certified as a Women’s Business Enterprise (WBE) by WBENC and the California Supplier Clearinghouse.
SGA is an SEC Registered Investment Advisor, managing both International and Domestic Large Cap & International Small-Mid Cap Equity portfolios for institutions and individuals. SGA is headquartered in Newport Beach, California.
Our seasoned team of investment professionals has an average of 15 years of investment experience in quantitative methods, fundamental research and global investing. SGA’s investment management team has developed investment strategies within a collaborative environment, while maintaining a focus on a bottom-up decision making process.
Through our disciplined investment process that integrates quantitative and fundamental methods, we construct portfolios that focus on stock selection, rather than country and sector market timing.
Since the firm’s inception, we have been dedicated to combining quantitative and fundamental methods as we seek investment opportunities abroad.