Sawgrass Asset Management

Overview

Sawgrass Asset Management is a 100% employee-owned investment firm based in Ponte Vedra Beach, Florida, specializing in active equity and fixed income investment management services for institutional investors. Their product offerings include large and small cap growth equity portfolios, as well as core, intermediate, and short-term fixed income portfolios. The firm emphasizes a disciplined investment process and has a team with an average of 25 years of experience. The firm's investment approach focuses on low volatility and aims to add value over time with relatively low risk. They emphasize downside protection within the context of a rising market. Their equity products include Sawgrass Large Cap Quality Growth, Diversified Large Value Equity, Small Cap Growth Equity, and Sawgrass Small Cap Quality Growth. The fixed income products include High-Quality Core Fixed Income, Intermediate Fixed Income, Short-Term Fixed Income, and Florida Municipal Reserve Pools. Sawgrass Asset Management has been recognized for its performance, ranking No. 28 on the 2023 CNBC Financial Advisor 100 list. As of December 31, 2024, the firm managed assets totaling $2.1 billion across 227 accounts. The firm's commitment to employee ownership and team continuity has contributed to its stability and success in the investment management industry.

Investment Focus

• Institutional investors seeking active equity and fixed income investment management services