Investment Tech

SGIM Investment Technology:
The Secret Sauce

Our proprietary investment technology is the engine that makes SGIM possible.

It enables us to analyze hundreds of fundamental and technical data points and rank thousands of companies to construct and manage our client’s portfolios.

It also eliminates human bias from the equation, which we believe is the single largest contributing factor to fund-manager under-performance.  We believe that data is truth, and rely only on empirical data rather than theories, educated guess and the latest chatter from traditional and social media news cycles.

Our mathematical approach combines the latest innovations in data analytics with proven, time-tested investment principles. We do not use leverage, stock shorting, high-frequency trading algorithms, or any other high-risk techniques.

At SGIM, we believe that it’s possible to outperform broad market indexes more often than not. In fact, we’re so confident in our systematic approach to investing, we don’t charge a fee unless we beat the market by at least .25% per quarter — which means You will never underperform because of fees again.

We analyze hundreds of fundamental and technical data points to construct and manage our clients’ portfolios.

We look at thousands of companies, then rank them from highest to lowest conviction in order to make buy, sell or hold decisions.

We do not use leverage, stock shorting, high-frequency trading algorithms or any other high-risk strategies.

Our average portfolio turnover is a fraction of typical mutual funds, making our strategies inherently tax efficient. And no more forced end of the year capital gain distributions.

Our rules-based approach eliminates human bias from the equation.