LongSNEXSep 2026
StoneX Group
StoneX Group was the portfolio's largest positive contributor during the quarter, adding 226 basis points to performance. Sawgrass highlights the company's consistent record…
Sawgrass Asset Management, LLC
Small-cap quality growth equity strategy emphasizing lower volatility, stable and consistent growth, profitability and attractive valuations.$2B AUM1 published idea
Sawgrass Asset Management, LLC manages institutional investment strategies including its Small Cap Quality Growth portfolio. The strategy uses a risk-conscious approach focused on companies with consistent and stable growth, profitability, lower price volatility and attractive valuations. Its objective is to participate in long-term small-cap appreciation while limiting downside risk.
Ideas from Sawgrass Asset Management, LLC
Letters covered
- Small Cap Quality Growth Portfolio Review – 2Q26September 10, 2026
Source PDFs are not republished here; only extracted ideas and quotes.