By Sawgrass Asset Management

Q2 2025 Review & Outlook

Q2 2025 Review & Outlook

Trade policy disruptions and Fed policy responses created a backdrop of sharp volatility followed by a swift and powerful market rebound in Q2.  Surging interest in tech and AI along...
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Lunch & Learn presentation

Lunch & Learn presentation

The Sawgrass Investment Team hosted a Lunch & Learn Session at the June 2025 Florida Public Pension Trustee Association (FPPTA) Conference in Orlando. The team shared their perspectives on “Trade...
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Small Cap Quality Growth – Q1 Commentary

Small Cap Quality Growth – Q1 Commentary

Market Review  • The Russell 2000 Growth (R2G) lost -11.1% for the quarter. Uncertainty surrounding tariffs, persistent inflation, recession worries that accompany those items, as well as declining consumer confidence...
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Q1 2025 Review & Outlook

Q1 2025 Review & Outlook

Escalating uncertainty around trade policy and economic growth, amongst other factors, led to a risk-off environment throughout the 1st quarter.  The S&P 500 sold off -4.3%, retreating substantially after reaching all-time...
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Quality Adjusted Valuation Ratio

Quality Adjusted Valuation Ratio

Traditional equity valuation metrics, while helpful, also can have limitations.  Within his most recent white paper, Liridon Gila, CFA, introduces the Quality Adjusted Valuation Ration (QVR), to include many of...
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Q4 2024 Review & Outlook

Q4 2024 Review & Outlook

The equity markets rallied post-election on the prospects of deregulation, corporate tax cuts, and increased infrastructure spending.  This optimism faded a bit in December as concerns about potential inflationary pressures...
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Q3 2024 Review & Outlook

Q3 2024 Review & Outlook

The 3rd quarter was a thrill seeker’s market as changing sentiment towards interest rates, the economy, and A.I. caused a roller coaster ride in the markets.  Investors with strong stomachs were...
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Q2 2024 Review & Outlook

Q2 2024 Review & Outlook

The 2nd quarter saw another strong equity market, but one that continued to show disparities between growth/value and large/small stocks.  The fixed income market was choppy while still trying to...
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