The curated database of hedge funds that publish investor letters. Research by geography, strategy, and schools of thought.
| # | Fund | Strategy | Style | Geography | AUM | Latest Letter |
|---|---|---|---|---|---|---|
Patrick Riley, CFA, Partner and Senior Portfolio Manager at Sawgrass Asset Management with over 26 years of industry experience, leads the Small Cap Quality Growth strategy. He is responsible for generating new ideas for both small and large growth equity portfolios by managing a new ideas 'on-deck' portfolio specific to each product. Dean McQuiddy, CFA, Co-Founding Principal, Co-CEO, and Chief Investment Officer, directs the firm's equity management and research efforts with over four decades of asset management experience. McQuiddy co-founded Sawgrass in 1998 after serving as an equity portfolio manager at Barnett Capital Advisors from 1981 to 1998. The team combines quantitative modeling with fundamental analysis to identify quality growth companies trading at attractive valuations.
Our investment philosophy seeks to capture 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 seeks to exploit investor behavior that we believe leads to persistent overvaluation of companies experiencing rapid rates of change at the expense of those with more consistent, less volatile growth. We focus on companies that exhibit consistent/stable earnings growth, low price volatility, and attractive valuations. The decision process begins with a universe of 1200 companies with market caps between $300M and $4.5B. Using a bottom up approach we analyze a company's profitability; business valuation; equity valuation; earnings quality; and sales, earnings and margin stability. We maintain portfolios typically containing 70 to 90 stocks with particular consideration given to each stock's impact on risk factors as well as the overall risk profile of the portfolio.
Lead Portfolio Manager
No Signal Detected
Market Conviction
Growth Outlook
Risk Appetite
Capital Deployment
Forward Guidance
Language Signal
Perceived Risk
Opportunity Density
Time Horizon
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