Markets

Insider Trading

Hedge Funds

Retirement

Opinion

1281292 - 11759070 - 1

SGA U.S. Large Cap Growth Strategy’s Q1 2025 Investor Letter

Sustainable Growth Advisers (SGA), an investment management company, released its first-quarter investor letter for its “U.S. Large Cap Growth Strategy.” It is reported that portfolio returned -11.1% gross in the first quarter of 2026, underperforming major benchmark indices as AI disruption fears pressured software and other growth stocks. The firm said market sentiment sharply favored companies viewed as AI beneficiaries, while stocks perceived to face AI risks sold off heavily. Performance improved later in the quarter as geopolitical tensions and macroeconomic uncertainty pushed...