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Stephen Skatrud

Client Portfolio Manager at Sustainable Growth Advisers, LP

Gig Harbor, WA , United States

About

Stephen Skatrud is the Client Portfolio Manager and Director of Client Services at Sustainable Growth Advisers, LP, based in Gig Harbor, WA. In this role, he is responsible for communicating investment philosophy, process, and results to clients and prospects, ensuring the firm's strategies are aligned with client objectives. He serves as the primary liaison between the investment team and clients, supporting the delivery of SGA’s global large cap growth equity strategies, with a focus on sectors demonstrating sustainable, predictable earnings and cash flow growth, particularly across global large cap equities and ESG-integrated strategies.

Before joining SGA in 2014, Stephen was Head of US Equity Research and Senior US Equity Portfolio Manager at Russell Investments, where he managed US equity strategies and oversaw sector research efforts from 2002 until 2013. His expertise spans bottom-up fundamental equity research, portfolio construction, and the integration of ESG factors in institutional asset management, with a consistent emphasis on long-only growth equities and risk-controlled large cap strategies.

Stephen holds an MBA in Finance and Marketing from Washington University in St. Louis – Olin Business School and a BA in Economics and Management from Beloit College. He is a CFA charterholder and is recognized for his disciplined portfolio management, contributions to research process innovations, and commitment to client engagement in the sustainable growth equity space.

Career History

OrganizationRoleDate RangeDetails
Sustainable Growth Advisers, LPClient Portfolio ManagerJan 2014 to Present
Responsible for client and consultant communications regarding the positioning and performance of SGA's US Large-Cap Growth, Global Growth and specialty products. Member of the SGA Investment Committe...
Russell InvestmentsHead of US Equity ResearchOct 2011 to Jun 2013
Supervised team of seven research analysts responsible for US equity manager research activities across the large, mid, small and micro capitalization growth, value and market oriented segments. Rank ...
Russell InvestmentsSenior US Equity Portfolio ManagerMay 2002 to Oct 2011
2008 - 2011: Managed Russell's flagship multi-manager large-cap US equity funds for US, Canadian, and EMEA clients with assets totaling approximately $16 billion at the time. 2006 - 2008: Managed Russ...
Russell InvestmentsSenior Research AnalystOct 1999 to May 2002
Researched US market oriented, value and tax friendly manager universes to identify the highest expected long-term excess return managers in each. Expanded Russell's coverage of tax friendly strategi...
Harnsichfeger IndustriesDirector of Benefits, Finance and InvestmentJan 1995 to Jan 1999
Responsible for overseeing Harnischfeger's defined benefit and defined contribution plans and their service providers worldwide. Worked closely with subsidiaries in the UK, Canada and Australia to en...
Marquette UniversityAssistant TreasurerJan 1993 to Jan 1995
Managed Marquette University's endowment. Recommended investment managers and asset allocation to the University's Treasurer and Investment Committee. Introduced first alternative investment capabil...
M&I Wealth Management, Inc.Vice President and Portfolio ManagerJan 1984 to Jan 1993
Responsible for managing high-net-worth client trust portfolios. Worked with clients to establish risk tolerances and then invested their portfolios across appropriate combinations of stocks, bonds a...

Education

Washington University in St. Louis - Olin Business School

MBA, Finance and Marketing

1982 1984

Beloit College

BA, Economics and Management

1978 1982

Skills & Expertise

Investment Manager Evaluation and Selection
Portfolio Construction
Portfolio Analysis
Risk Analysis
Investment Guideline Development
Fee Negotiations
Client Relations
Project Management
Leadership
Mentoring
Pension Trustee
Endowment and Foundation Management
Liability Management
Portfolio Management and Financial Analysis
Portfolio Management
Investments
ALM
Fixed Income
Equity Research
Finance
Risk Management
Investment Management
Investment Strategies
Mutual Funds
Fund Of Funds
Hedge Funds
Equities
Asset Management
Asset Allocation
Analysis
Strategy
Financial Analysis
Sales

Others at Sustainable Growth Advisers, LP (13)

NameRoleLocation
Cfte Peter Madej
Cfte Peter Madej
Research AnalystDarien, CT , United States
Courtney Davidson
Courtney Davidson
Investment AnalystNew York, NY , United States
Courtney Owens
Courtney Owens
Investment AnalystNew York, NY , United States
George Fraise
George Fraise
Founding Principal and Portfolio ManagerStamford, CT , United States
Hrishikesh Gupta
Hrishikesh Gupta
PrincipalNew York, NY , United States
Kishore Rao
Kishore Rao
Executive Committee, Equity Investment Analyst and Portfolio ManagerStamford, CT , United States
Peter Knudsen
Peter Knudsen
Client Portfolio ManagerStamford, CT , United States
Peter Leuthold
Peter Leuthold
Senior AssociateNew York, NY , United States
Dan Kehmna
Dan Kehmna
Associate Portfolio AnalystStamford, CT , United States
J
James Li
PrincipalNew York, NY , United States
Showing 1-10 of 13 team members