Sit Investment Associates Inc.
Sit Investment Associates, Inc. is an independent asset management firm headquartered in Minneapolis, Minnesota. Founded in 1981, it serves institutional investors, high net worth individuals, and retail investors through a variety of investment strategies. The firm is SEC-registered and employs approximately 100 people. Sit Investment Associates offers equity and fixed income management, as well as mutual funds, serving clients nationally and internationally.
Investment Strategy
Sit Investment Associates employs a fundamentally driven approach focused on both equity and fixed income investments. Equity management utilizes research-intensive strategies targeting growth and value across US and international markets, emphasizing long-term capital appreciation and risk management. Fixed income strategies prioritize credit quality, liquidity, and tax efficiency, tailoring portfolios to meet clients’ total return and income objectives. The firm blends quantitative tools with bottom-up security selection and actively manages risk across all mandates.
Top Holdings
Equity Positions (509)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 3.07% | $143.9M | 289,342 | $48.72 | $497.41 | +$32.5M |
N NVDA | NVIDIA CORP | 2.91% | $136.2M | 862,208 | $25.93 | $157.99 | +$40.9M |
A AVGO | BROADCOM INC | 2.88% | $134.9M | 489,333 | $31.61 | $275.65 | +$45.8M |
F FINS | ANGEL OAK FINANCIAL STRAT INC | 2.67% | $125.0M | 9,628,897 | $12.95 | $12.98 | +$53.5M |
A AAPL | APPLE INC | 2.14% | $100.2M | 488,540 | $22.84 | $205.17 | -$9.3M |