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Rob Rohn, Kirshore Rao & HK Gupta

SGA focus on finding quality businesses that can sustain their growth over the long term, devoting a substantial amount of time, effort and thinking to their research. They assign two analysts to each company they’re considering investing in, to reduce the risk of emotional or cognitive bias. This is then supplemented with third-party research, to build a high-conviction global portfolio of reliable businesses with sustainable growth.

Rob Rohn | Co-Founding Principal

Rob has been co-manager of SGA’s U.S. Large Cap Growth and Global Growth Flagship portfolios since they were founded. This is in addition to overseeing SGA’s research functions. Rob’s long career has spanned several investment companies, including as CEO of W.P. Stewart’s core U.S. investment business.

Kirshore Rao | Principal, Analyst & Portfolio Manager

Kirshore sits on SGA’s Executive Committee, having been with the firm since 2004. Currently, his specialism is growth and emerging markets. He has headed up these respective portfolios for SGA for a number of years, building on his several decades of experience.

HK Gupta | Principal, Analyst & Portfolio Manager

HK’s experience spans both the corporate and investment world, having worked at Qualcomm, American Express and Amazon previously. Like Kirshore, he is now Co-Manager of SGA’s Emerging Markets Growth portfolio and Global Mid-Cap Growth portfolio. But he also co-manages the Global Growth portfolio and is part of the management team for U.S. Large Cap Growth.

Introducing Sustainable Growth Advisers

FILMED IN JUNE 2017.

 

 

The big question: Is generative AI game changing?

FILMED IN AUGUST 2023.

Alliance Trust fund managers Kishore Rao, from Sustainable Growth Advisers, and Heather Peirce, from Black Creek Investment Management, examine generative AI and whether it’s a game-changing phenomenon.