Our firm provides active growth equity and fixed income investment management services to institutional investors, and our products include large and small cap growth equity portfolios as well as core, intermediate and short-term fixed income portfolios.
Sawgrass Asset Management is a 100% employee-owned firm. As owners of the firm, our clients have an investment team that has a vested interest in their long-term success.
The stability of our firm structure allows us to attract and retain talented and experienced investment professionals for our clients.
The majority of our investment staff has worked together since the inception of the firm in 1998. We believe team continuity brings long-term experience into all aspects of our investment decisions.
Our clients receive an investment process from a group of professionals who average 25 years of experience.
Our clients receive a consistent and repeatable investment approach in their equity and fixed income investments with Sawgrass.
By applying an investment process that is structured and disciplined in its application, our clients understand exactly how we expect to perform in various markets.
After 24 years of being in our old office in Jacksonville, Florida, Sawgrass has now relocated to Ponte Vedra Beach, Florida. This move has been at the forefront of new horizons and expansion for the firm.
Although only four miles from our old office, we are enjoying the new surroundings in the beautiful seaside community of Ponte Vedra Beach, Florida.
The opinions expressed herein are subject to change. No content published here constitutes a recommendation of any particular investment, security, a portfolio of securities, transaction, or investment strategy. To the extent, any of the content published may be deemed investment advice, such information is impersonal and not tailored to the investment needs of any specific person. Consult your advisor about what is best for you.
This strategy seeks to exploit investor behavior that we believe leads to persistent overvaluation of companies experiencing rapid rates of change at the expense of those with more consistent, less volatile growth. Read More
Benchmark: Small Cap Growth
This strategy focuses on extracting value from enduring inefficiencies caused by investor behavior that creates opportunity for an approach that focuses on attractive valuation, low price volatility, consistent/stable growth, and the long-term compounding advantages provided by downside protection. Read More
Benchmark: Large Cap Growth
This strategy focuses primarily on controlled duration management of investment grade securities and secondarily on strategic sector valuations and specific security analysis. This portfolio has an effective duration that ranges from 4-6 years and an average maturity that ranges from 6-12 years. Read More
Benchmark: Barclays Capital Aggregate
This strategy focuses primarily on controlled duration management of investment grade securities and secondarily on strategic sector valuations and specific security analysis. This portfolio has an effective duration that ranges from 2-3 years and an average maturity that ranges from 2-4 years. Read More
Benchmark: Merrill Lynch 1-5 Year Gov/Corp
Since the firm’s founding on January 15, 1998, our primary focus has been managing institutional and sub-advisory relationships through separate account vehicles. We pride ourselves in being responsive and providing tailored, client-specific reporting to our clients across the United States.
*Data as of 12/31/2024
