Stephen Skatrud
Client Portfolio Manager at Sustainable Growth Advisers, LP
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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Sustainable Growth Advisers, LP | Client Portfolio Manager | Jan 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 Investments | Head of US Equity Research | Oct 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 Investments | Senior US Equity Portfolio Manager | May 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 Investments | Senior Research Analyst | Oct 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 Industries | Director of Benefits, Finance and Investment | Jan 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 University | Assistant Treasurer | Jan 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 Manager | Jan 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
Others at Sustainable Growth Advisers, LP (13)
| Name | Role | Location |
|---|---|---|
| Research Analyst | Darien, CT , United States | |
| Investment Analyst | New York, NY , United States | |
| Investment Analyst | New York, NY , United States | |
| Founding Principal and Portfolio Manager | Stamford, CT , United States | |
| Principal | New York, NY , United States | |
| Executive Committee, Equity Investment Analyst and Portfolio Manager | Stamford, CT , United States | |
| Client Portfolio Manager | Stamford, CT , United States | |
| Senior Associate | New York, NY , United States | |
| Associate Portfolio Analyst | Stamford, CT , United States | |
J James Li | Principal | New York, NY , United States |