English
Français
Deutsch
Italiano
Português
Русский
Español
简体中文
日本語
Summary
- The SGA U.S. LCG Portfolio returned -1.3% (Gross) and -2.0% (Net) in Q3 compared to the Russell 1000 Growth Index return of 10.5% and the S&P 500 Index return of 8.1%.
- Nvidia, Alphabet, and Apple were the top contributors in the quarter while Gartner, Chipotle, and Intuit were the largest detractors.
- We initiated new positions in Grainger and Nike while positions in Novo Nordisk and Workday were liquidated.
Highlights
- The SGA U.S. LCG Portfolio returned -1.3% (Gross) and -2.0% (Net) in Q3 compared to the Russell 1000 Growth Index return of 10.5% and the S&P 500 Index return of 8.1%.
- Market leadership in
Select quarterly mutual fund commentaries.
Read the full article here
