The best of both. Worldwide.
Global investing that combines the best of quantitative research and fundamental analysis
Strategic Global Advisors is a registered investment advisor that combines quantitative and fundamental investment approaches in an effort to provide greater risk management while seeking to meet our performance objectives.
We are focused on delivering superior returns and managing risk—a commitment that is embodied by our integrated investment process, designed to systematically identify companies with the potential to outperform and then evaluate a variety of fundamental factors that impact our decision to invest in those companies.
Our funds utilize this rigorous strategy to access opportunities in the global markets, regardless of style, region or theme. This distinctive process and investment approach is backed by the experience of our portfolio management team and a relentless pursuit of excellence.
SGA is a woman and employee-owned company headquartered in Newport Beach, CA.