Sustainable Growth Advisers
Sustainable Growth Advisers U.S. Large Cap Growth Strategy
Jun 2026 → Jun 2026
Our archive holds 1 letter from this strategy, behind 1 investment thesis and positions in 32 companies. Every quote below is copied verbatim from the letter it came from.
1 letter in a year — follow all of Sustainable Growth Advisers for every strategy.
Performance
as of Jun 30, 2026 · net of fees · USD
- YTD−5.4%index +5.3%
- 1Y−6.6%index +17.7%
- 3Y · /yr+7.9%index +22.6%
- 5Y · /yr+2.2%index +13.7%
- 10Y · /yr+11.6%index +18.6%
- Inception · /yr+9.4%index +12.9%
Index: Russell 1000 Growth
| YTD | 1Y | 3Yper year | 5Yper year | 10Yper year | Since inceptionper year | |
|---|---|---|---|---|---|---|
| Sustainable Growth Advisers U.S. Large Cap Growth Strategy | −5.4% | −6.6% | +7.9% | +2.2% | +11.6% | +9.4% |
| Russell 1000 Growth | +5.3% | +17.7% | +22.6% | +13.7% | +18.6% | +12.9% |
Calendar years
- 2025+3.0%index +18.6%
- 2024+18.3%index +33.4%
- 2023+29.3%index +42.7%
- 2022−29.4%index −29.1%
- 2021+19.5%index +27.6%
- 2020+36.0%index +38.5%
- 2019+33.6%index +36.4%
- 2018+3.9%index −1.5%
- 2017+25.6%index +30.2%
- 2016+1.0%index +7.1%
Disclaimer
These figures are copied from the manager’s latest letter, as of Jun 30, 2026. They were extracted automatically, have not been verified by HF Best Ideas and may contain errors. They cover a single share class, in the currency and fee basis stated above; other share classes and your own returns will differ. This is not investment advice, nor an offer to buy or sell any fund. Past performance does not predict future returns.
Read full disclosures →What it bought and sold
Positions in Microsoft, Waste Management, Netflix, Ecolab, and Yum! Brands were added to on weakness while also adding to our positions in Alphabet, Apple, Nvidia, and ServiceNow given their strong long-term growth prospects.
We exited the position and reallocated the capital to other higher confidence opportunities in the portfolio.
Positions in Microsoft, Waste Management, Netflix, Ecolab, and Yum! Brands were added to on weakness while also adding to our positions in Alphabet, Apple, Nvidia, and ServiceNow given their strong long-term growth prospects.
Positions in Microsoft, Waste Management, Netflix, Ecolab, and Yum! Brands were added to on weakness while also adding to our positions in Alphabet, Apple, Nvidia, and ServiceNow given their strong long-term growth prospects.
Positions in Microsoft, Waste Management, Netflix, Ecolab, and Yum! Brands were added to on weakness while also adding to our positions in Alphabet, Apple, Nvidia, and ServiceNow given their strong long-term growth prospects.
Positions in Microsoft, Waste Management, Netflix, Ecolab, and Yum! Brands were added to on weakness while also adding to our positions in Alphabet, Apple, Nvidia, and ServiceNow given their strong long-term growth prospects.
A position in Equinix, a leading global data center provider, was initiated during the quarter.
Positions in Microsoft, Waste Management, Netflix, Ecolab, and Yum! Brands were added to on weakness while also adding to our positions in Alphabet, Apple, Nvidia, and ServiceNow given their strong long-term growth prospects.
we exited the position and reallocated the funds to a more attractive long-term growth opportunity in Arista Networks.
Positions in Arm Holdings, Amazon, Broadcom, and Grainger were trimmed on strength while we trimmed our position in CPKC given headline risk from USMCA negotiations.
Positions in Arm Holdings, Amazon, Broadcom, and Grainger were trimmed on strength while we trimmed our position in CPKC given headline risk from USMCA negotiations.
Positions in Microsoft, Waste Management, Netflix, Ecolab, and Yum! Brands were added to on weakness while also adding to our positions in Alphabet, Apple, Nvidia, and ServiceNow given their strong long-term growth prospects.
We trimmed our position in CPKC given headline risk from USMCA negotiations.
Positions in Microsoft, Waste Management, Netflix, Ecolab, and Yum! Brands were added to on weakness while also adding to our positions in Alphabet, Apple, Nvidia, and ServiceNow given their strong long-term growth prospects.
Positions in Arm Holdings, Amazon, Broadcom, and Grainger were trimmed on strength while we trimmed our position in CPKC given headline risk from USMCA negotiations.
Positions in Microsoft, Waste Management, Netflix, Ecolab, and Yum! Brands were added to on weakness while also adding to our positions in Alphabet, Apple, Nvidia, and ServiceNow given their strong long-term growth prospects.
Positions in Arm Holdings, Amazon, Broadcom, and Grainger were trimmed on strength while we trimmed our position in CPKC given headline risk from USMCA negotiations.