Portfolio Composition

At SGL Investment Advisors, Inc., our in-house research staff constantly monitors the global macroeconomic environment for trends that may benefit particular industries or companies. In addition to these broad economic tailwinds (or headwinds at times), we also seek to isolate company-specific niche stories that are underappreciated by the market. These top-down and bottom-up analytical methods naturally dovetail, leaving us with companies that, in our view, are mispriced in the market and poised to benefit from mid- to long-term economic, demographic, social and/or other trends. Utilizing a wide array of sources, our research team continually searches for actionable insights as they relate to broad economic trends, product- or industry-specific niche stories, and/or company-specific analyses. As individuals, we are always absorbing information from an extensive variety of public sources. As a team, we are constantly looking to strengthen our money management processes by combining our respective knowledge and experiences. The resultant collaboration serves as a healthy vetting process and we hope that the portfolios we manage ultimately should benefit from that intellectual discourse.

Portfolio Monitoring

SGL Investment Advisors has built a robust set of self-analytics that we utilize to analyze the individual portfolios and the broader portfolio models as a whole. Utilizing a broad array of statistical models, we continually monitor all portfolios both for performance characteristics and for volatility trends relative to the market(s). We periodically produce a broad suite of portfolio reports that provide actionable insights for both the portfolio managers and those clients who wish to take a more analytical approach to understanding the management of their money.

Economic / Market Research & Analysis White Papers

Click to download the PDFs of these reports from our in-house staff.