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Sit Small Cap Growth Fund (SSMGX)
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17/01 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 122.63M
Sit Small Cap Growth
68.66
+0.30
+0.44%
- Overview
- Profile
- Historical Data
- Holdings
SSMGX Overview
On this page you'll find an in-depth profile of Sit Small Cap Growth Fund. Learn about the key management, total assets, investment strategy and contact information of SSMGX among other information.
Investment Strategy
The investment seeks to maximize long-term capital appreciation. The fund seeks to achieve its objective by investing, under normal market conditions, at least 80% of its net assets in common stocks of companies with capitalizations at the time of purchase of up to $3.0 billion, or up to the market capitalization of the largest company included in the Russell 2000® Index measured at the end of the previous twelve months. The Russell 2000® Index measures the performance of the 2,000 smallest companies in the Russell 3000® Index (which is made up of the 3,000 largest U.S. companies based on total market capitalization).
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Roger J. Sit | Portfolio Manager | 2008 | Now |
| Biography | Roger J. Sit – CEO and Global Chief Investment Officer Roger Sit directs investment management activities for Sit Investment Associates, a diverse financial asset management firm with capabilities in both domestic and international investment products. Roger joined the organization in January 1998 and worked closely with firm founder Gene Sit for over ten years. Prior to joining the firm, Roger was a Vice President and Senior Equity Research Analyst at Goldman Sachs & Co. in New York for seven years. Additionally, he was a Captain in the U.S. Air Force, serving six years active duty with financial management responsibilities at Headquarters Space Division. Roger graduated with Military Distinction from the U.S. Air Force Academy in 1984. He earned a M.S. in Systems Management from the University of Southern California in 1987 and an M.B.A. with honors from the Harvard Graduate School of Business in 1991. Roger serves on the boards of Convergent Capital, TCF Financial Corporation, the Minneapolis Institute of Arts and the McKnight Foundation. | ||
| Kent L. Johnson | Portfolio Manager | 2003 | Now |
| Biography | Kent L. Johnson, CFA – Senior Vice President - Research and Investment Management Kent joined Sit Investment Associates in January 1989. He is currently responsible for co-managing the Sit Dividend Growth Fund and provides fundamental research on companies in the capital goods, financial, transportation and education sectors. In addition, Kent leads SIA’s quantitative research team. He has served in a variety of positions at SIA, including client administration and computer applications, before joining the equity research staff in 1993. Kent received a B.S. in Finance in 1989 from the University of Minnesota and earned an M.B.A. from the University of Minnesota Carlson School of Management in 1995. | ||
| Robert W. Sit | Vice President | 1997 | Now |
| Biography | Robert W. Sit, CFA (1969) Vice President - Equity Investments at Sit Investment Associates, Inc. (1993-Present). Rob joined Sit Investment Associates’ affiliate Sit International (Sit/Kim) as a research associate in 1991. In 1993, he joined Sit Investment Associates’ technology research team. Rob earned an M.B.A. from Northwestern University’s J. L. Kellogg Graduate School of Management in 2002 and a B.A. degree in economics from DePauw University in 1991. | ||
| Michael J. Stellmacher | Vice President | 2001 | 2019 |
| Biography | Michael J. Stellmacher, CFA, is Vice President of Research and Investment Management of Sit Investment Associates. He received his MBA from University of Minnesota, MS from Oklahoma State University, BS from University of Wisconsin-Madison. Employment history: Sit Investment Associates, Inc. (2001-Present) The Pillsbury Company, Manager-Benefits Investment, Senior Economist (1987-2000) Tri/Valley Growers, Manager-Economic Research (1984-1987) U.S. Department of Agriculture, Agricultural Economist (1979-1983) | ||
| Matthew T. Loucks | equity Research Analyst | 2005 | 2012 |
| Biography | Loucks is equity research analyst of the Sit Investment Associates, Inc., his employer since 2005. Prior to that, he worked for William Blair & Co. from 2001 to 2005, Banc of America Securities from 1998 to 1999 and JP Morgan & Co. from 1995 to 1998. Loucks holds the Chartered Financial Analyst designation. | ||
| Eugene C. Sit | Founder, CIO, CFO | 1994 | 2008 |
| Biography | Sit is chief investment officer and chief financial officer with of Sit Investment Associates, founding the firm in 1981. He joined American Express Financial Services in 1968 and managed the company's growth mutual funds until 1976. From 1976 to 1981, he was president, chief executive officer, and chief investment officer of that firm. Sit is a trustee of the Institute of Chartered Financial Analysts. Sit holds the Chartered Financial Analyst and Certified Public Accountant designations. | ||
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