Sawgrass Asset Management LLC is a 100% employee-owned registered investment advisor founded in January 1998, specializing in active growth equity and fixed income investment management for institutional investors. After 24 years in Jacksonville, Florida, the firm relocated to Ponte Vedra Beach, Florida in 2022. The firm manages approximately $2.28 billion in total assets as of December 31, 2023, with the Small Cap Quality Growth strategy representing a focused offering launched in April 2010. The strategy is led by Patrick Riley, CFA, who serves as Co-Chief Investment Officer and Portfolio Manager.

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The Small Cap Quality Growth strategy seeks to exploit investor behavior that leads to persistent overvaluation of rapidly changing companies at the expense of more consistent growth companies. The investment philosophy focuses on capturing the growth potential of the market with a risk-conscious approach that takes advantage of the long-term compounding benefits provided by downside protection. The strategy employs a proprietary, sector-specific quantitative model combined with fundamental analysis to identify companies with consistent/stable earnings growth, low price volatility, and attractive valuations within the $300 million to $4.5 billion market capitalization range.

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