Q3 2023 Update – Notable Themes and Market Drivers
SG Capital Portfolios Hold Up Well Amidst a Turbulent Third Quarter in the US Market The stock market closed out September on a negative note
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SG Capital Management LLC, is an independent investment manager focused on fundamental research of small- and mid-capitalization U.S. equities with identified, near-term earnings catalysts. Our approach incorporates technical assessments of market sentiment and disciplined risk management at the security, portfolio, and macro levels.
SG Capital Portfolios Hold Up Well Amidst a Turbulent Third Quarter in the US Market The stock market closed out September on a negative note
JUNE + MID YEAR 2023 Throughout the first half of the year, companies grappled with continued supply chain issues, higher interest rates, and diminished visibility.
At SG, we continue to manage risk exposure tightly while taking advantage of dislocations in stock prices.
Our focus on bottom-up fundamental analysis and timing around individual companies’ catalysts led to the alpha contribution we achieved throughout the year
The sell-off in the small and mid cap equities has created select opportunities and pockets of undervaluation.
Our investment strategy never hinges on timing the market, and we have been successful in producing alpha despite market conditions.
SG Capital Strategies have typically gone down less and recovered more quickly than the overall market.
Valuations are low, and prices for companies with solid fundamentals are attractive.
2021 was by all accounts a very successful year for SG Capital, with all strategies handily beating their respective benchmarks. We are thankful to have performed well for clients and for the good health of our employees and their families.