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Strategic Global Advisors, LLC
Strategic Global Advisors, LLC (SGA) is an independent, employee and women majority-owned registered investment adviser headquartered in Newport Beach, California. Founded in 2005, SGA specializes in global and international equity investment management for institutional clients, such as pension funds, charitable organizations, and other investment advisers. With approximately 22 employees, the firm is recognized for its disciplined, research-driven approach and commitment to diversity and innovation.
Investment Strategy
SGA employs a disciplined, research-intensive investment process focused on global and international equities. The firm combines fundamental and quantitative research to identify undervalued stocks with strong growth potential worldwide. Its philosophy emphasizes risk-managed, value-creating strategies tailored to institutional client needs, focusing on innovation, depth of research, and continuous process improvement. SGA leverages both top-down and bottom-up analysis and strives to deliver superior risk-adjusted returns by blending systematic and active insights.
Latest 13F Filing Activity
Strategic Global Advisors, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 140 equity positions with a total 13F market value of $614M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Netflix Inc. among other positions. Strategic Global Advisors, LLC reduced exposure to Amphenol Corp. New, Caci Intl Inc., Texas Pacific Land Corporati among others.
Top Holdings
Equity Positions (140)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 5.94% | $36.5M | 230,908 | $61.99 | $157.99 | +$12.9M |
S SPOT | SPOTIFY TECHNOLOGY S A | 3.76% | $23.1M | 30,069 | $413.12 | $767.34 | +$5.8M |
| ALPHABET INC | 3.57% | $21.9M | 124,240 | $116.25 | $176.23 | +$3.8M | |
M MSFT | MICROSOFT CORP | 3.54% | $21.8M | 43,730 | $293.50 | $497.41 | +$7.5M |
N NFLX | NETFLIX INC | 2.99% | $18.3M | 13,697 | $701.81 | $1339.13 | +$6.3M |
Industry Allocation
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