Founded in 1981, Sit Investment Associates is a privately held, multi-billion-dollar asset management firm that provides focused investment management expertise, competitive long-term results, and unparalleled service to our clients.
Sit Investment Associates is one of the largest independent, minority-owned investment firms in the U.S. For over 40 years our success has been built on long-term client relationships, which in turn are built on a foundation of trust, commitment, understanding, and expertise. We take pride in serving as a true extension of our clients’ operations. Our highly experienced and knowledgeable investment professionals work directly with clients providing highly individualized service in an increasingly challenging economic and financial environment.
We employ a disciplined, fundamental, research-driven investment process guided by highly experienced and knowledgeable senior investment professionals who interact directly with our clients. As a result, our clients can count on the firm to achieve highly competitive results, coupled with exceptional client service.
We view investing as the practice of applying a consistent philosophy and collaborative decision-making process driven by disciplined, fundamental research. Our broad top-down analysis in tandem with extensive bottom-up analysis enables us to identify, assess and understand the securities in which we invest.
Improved sector earnings growth and pro-growth policies should broaden stock market gains in 2025. As for the economy, our base estimate for U.S. GDP growth has increased in recent months, as has the range of possible outcomes. While we expect President Trump’s policies will not be nearly as harsh as his campaign rhetoric, there will be a tug-of-war between rival agendas (deregulation/tax cuts vs. tariffs/immigration). The U.S. economic and financial market setting also differs tremendously from when he first took office in 2017. The economy has limited slack, federal debt has swelled, corporate profits are at all-time highs, the stock market is more richly valued, and GOP majorities in Congress are far thinner.
After two years of exceptional stock market returns, investors should temper their expectations for 2025, as elevated valuations may limit return potential. With that said, stocks remain well-supported by healthy GDP growth, moderating inflation, and monetary loosening. The Trump administration’s past success in reducing tax and regulatory burdens also provides potential upside (there are also risks to consider). Importantly, higher expected volatility will likely present compelling opportunities for stock pickers, especially since the market has not had a “typical” correction in over two years.
For our latest full Global Investment Outlook & Strategy Update, download the pdf document.
Our broad array of investment products encompasses the complete risk spectrum – from capital preservation to capital appreciation—enabling us to meet our clients’ entire range of investment objectives.
We are committed to a disciplined, fundamental, research-driven investment process. As a result, clients can count on the firm to achieve highly competitive results in tandem with exceptional client service.
Sit Mutual Funds is a family of mutual funds covering the entire risk spectrum, from stability of principal to high growth and grounded in our well-defined, hands-on management style and disciplined investment process.