Sustainable Growth Advisers
Superinvestor profile · Rank #48 by reported 13F value (2026 Q2 filers) · CIK 0001290668 · All profiles
Founded 2003Stamford, Connecticut, United StatesHigh-conviction large-cap and global growth equity — quality, growth and valuation, concentrated portfolios of sustainable growth companiesKey person: George Fraise
Reported 13F value
$10.2B
Period 2026-06-30 · Filed 2026-08-10
Positions
47
Top 10 = 54.0% of value
Clone CAGR (full window)
+13.3%
2016-11-09 → 2026-10-02 · cumulative +243%
SPY CAGR (same window)
+15.5%
Cumulative +316%
Max drawdown (monthly)
-34%
Month-end values, approximate
Latest-quarter activity
3 new · 7 exited
10 increased · 33 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-09 → 2026-10-02, 40 filings) | +13.27% | Cumulative +243.3% vs SPY +316.5% |
| Trailing 10Y | — | |
| Trailing 5Y | +4.80% | |
| Trailing 3Y | +13.13% | |
| Trailing 1Y | +0.91% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| NVDA | Nvidia Corp | 9.27% | $944M |
| GOOG | Alphabet Inc Cl C | 7.38% | $752M |
| MSFT | Microsoft Corp. | 5.51% | $561M |
| AMZN | Amazon.Com Inc | 5.34% | $544M |
| AAPL | Apple Inc | 4.96% | $506M |
| V | Visa Inc | 4.86% | $495M |
| AVGO | Broadcom Inc | 4.73% | $482M |
| WM | Waste Management Inc | 4.51% | $460M |
| YUM | Yum! Brands Inc | 3.92% | $399M |
| EQIX | Equinix Inc | 3.55% | $362M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-10). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 94.8% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://ir.virtus.com/news/news-details/2020/Virtus-Launches-Virtus-SGA-New-Leaders-Growth-Fund-Managed-by-Sustainable-Growth-Advisers/default.aspx — Formed in 2003 by three founding principals George P. Fraise, Gordon M. Marchand and Robert L. Rohn; independent affiliate of Virtus Investment Partners; based at 301 Tresser Blvd, Stamford.