Sawgrass Large Cap Quality Growth Equity (which includes a separately managed account, model portfolios, and an exchange-traded fund launched in July 2024) offers a sensible, lower-volatility approach to large-cap growth investing, but independently run sleeves and a lean team keep it from standing out. It earns Average People and Process ratings.
Process Pillar
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SAWG’s performance objective and investment process is for both security selection and portfolio construction.
