Equity Investment Products

We manage large cap and small cap equity portfolios.

The Sawgrass approach to investing puts an emphasis on low volatility. Our goal is to add value over time in a manner that is relatively low risk. An integral part of our success is downside protection within the context of a rising market.

Investment Philosophy

Our investment approach emphasizes stocks with a consistent and stable earnings pattern, accelerating earnings estimates and companies with greater earnings potential than the market and their peer group. We believe it is possible to add value over time by combining quantitative models with bottom-up fundamental research in a consistent and structured investment discipline.

Our Equity Alpha Thesis

  • Risk is often mispriced
  • Consistent growth is underappreciated
  • Lower volatility will be rewarded over time
  • The valuation anomaly persists