Sustainable Growth Advisers (SGA), an investment management company, released its second-quarter 2026 investor letter for its “U.S. Large Cap Growth Strategy.” SGA focuses on building high-conviction portfolios of quality growth businesses expected to achieve mid-teens earnings growth with less variability. Their investment strategy aims to protect and compound client capital. In Q2, the SGA U.S. LCG Portfolio returned 6.8% (Gross) and 6.6% (Net), underperforming the Russell 1000...
SGA U.S. Large Cap Growth Strategy’s Q2 2026 Investor Letter
